Purchases and Sales Made in Q1 2025 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO QQQ TRUST, SERIES 1.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
9+ 2.48% |
$4.22K - $4.86K
|
372
$197K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 1.74% |
$3.75K - $4.32K
|
468
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
8+ 1.13% |
$3.75K - $4.32K
|
716
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8+ 0.26% |
$3.75K - $4.32K
|
3.03K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
8+ 0.41% |
$3.75K - $4.32K
|
1.98K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8+ 1.9% |
$3.75K - $4.32K
|
428
$227K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
8+ 1.14% |
$3.75K - $4.32K
|
708
$376K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8+ 1.24% |
$3.75K - $4.32K
|
654
$347K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
8+ 0.37% |
$3.75K - $4.32K
|
2.15K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
7+ 0.18% |
$3.28K - $3.78K
|
3.8K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
7+ 1.49% |
$3.28K - $3.78K
|
476
$253K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
7+ 2.43% |
$3.28K - $3.78K
|
295
$157K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7New |
$3.28K - $3.78K
|
7
$3.71K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
7+ 0.57% |
$3.28K - $3.78K
|
1.23K
$651K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7+ 0.33% |
$3.28K - $3.78K
|
2.12K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7+ 1.52% |
$3.28K - $3.78K
|
467
$248K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
7+ 0.1% |
$3.28K - $3.78K
|
7.15K
$3.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6+ 0.07% |
$2.81K - $3.24K
|
8.71K
$4.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6+ 0.06% |
$2.81K - $3.24K
|
10.7K
$5.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6+ 1.12% |
$2.81K - $3.24K
|
543
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6+ 1.02% |
$2.81K - $3.24K
|
592
$314K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6+ 0.79% |
$2.81K - $3.24K
|
766
$407K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
6+ 0.47% |
$2.81K - $3.24K
|
1.3K
$688K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5+ 0.69% |
$2.34K - $2.7K
|
729
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
5+ 0.28% |
$2.34K - $2.7K
|
1.8K
$956K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
5+ 0.14% |
$2.34K - $2.7K
|
3.62K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5+ 4.0% |
$2.34K - $2.7K
|
130
$69K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
5+ 0.33% |
$2.34K - $2.7K
|
1.53K
$811K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$1.87K - $2.16K
|
7.98K
$4.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.1% |
$1.87K - $2.16K
|
3.96K
$2.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4+ 0.79% |
$1.87K - $2.16K
|
512
$272K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 0.56% |
$1.87K - $2.16K
|
724
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.23% |
$1.41K - $1.62K
|
1.28K
$681K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3+ 0.07% |
$1.41K - $1.62K
|
4.29K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3+ 0.6% |
$1.41K - $1.62K
|
503
$267K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3New |
$1.41K - $1.62K
|
3
$1.59K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3+ 17.65% |
$1.41K - $1.62K
|
20
$10.6K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3+ 0.48% |
$1.41K - $1.62K
|
624
$331K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3+ 0.12% |
$1.41K - $1.62K
|
2.45K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
3+ 0.13% |
$1.41K - $1.62K
|
2.31K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3+ 300.0% |
$1.41K - $1.62K
|
4
$2.12K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.3% |
$1.41K - $1.62K
|
988
$524K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
2+ 0.08% |
$937 - $1.08K
|
2.62K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.26% |
$937 - $1.08K
|
758
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.17% |
$937 - $1.08K
|
1.18K
$628K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2+ 0.57% |
$937 - $1.08K
|
352
$187K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
2+ 0.45% |
$937 - $1.08K
|
448
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.18% |
$937 - $1.08K
|
1.14K
$602K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2+ 0.09% |
$937 - $1.08K
|
2.32K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.37% |
$937 - $1.08K
|
545
$289K
|