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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6+ 1.12% |
$2.81K - $3.24K
|
543
$332K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6+ 1.02% |
$2.81K - $3.24K
|
592
$362K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6+ 0.79% |
$2.81K - $3.24K
|
766
$469K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
6+ 0.47% |
$2.81K - $3.24K
|
1.3K
$793K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5+ 0.69% |
$2.34K - $2.7K
|
729
$446K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
5+ 0.28% |
$2.34K - $2.7K
|
1.8K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
5+ 0.14% |
$2.34K - $2.7K
|
3.62K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5+ 4.0% |
$2.34K - $2.7K
|
130
$79.5K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
5+ 0.33% |
$2.34K - $2.7K
|
1.53K
$935K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$1.87K - $2.16K
|
7.98K
$4.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.1% |
$1.87K - $2.16K
|
3.96K
$2.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4+ 0.79% |
$1.87K - $2.16K
|
512
$313K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 0.56% |
$1.87K - $2.16K
|
724
$443K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.23% |
$1.41K - $1.62K
|
1.28K
$785K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3+ 0.07% |
$1.41K - $1.62K
|
4.29K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3+ 0.6% |
$1.41K - $1.62K
|
503
$308K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3New |
$1.41K - $1.62K
|
3
$1.84K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3+ 17.65% |
$1.41K - $1.62K
|
20
$12.2K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3+ 0.48% |
$1.41K - $1.62K
|
624
$382K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3+ 0.12% |
$1.41K - $1.62K
|
2.45K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
3+ 0.13% |
$1.41K - $1.62K
|
2.31K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3+ 300.0% |
$1.41K - $1.62K
|
4
$2.45K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.3% |
$1.41K - $1.62K
|
988
$604K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
2+ 0.08% |
$937 - $1.08K
|
2.62K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.26% |
$937 - $1.08K
|
758
$464K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.17% |
$937 - $1.08K
|
1.18K
$724K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2+ 0.57% |
$937 - $1.08K
|
352
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
2+ 0.45% |
$937 - $1.08K
|
448
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.18% |
$937 - $1.08K
|
1.14K
$694K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2+ 0.09% |
$937 - $1.08K
|
2.32K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.37% |
$937 - $1.08K
|
545
$333K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2+ 0.13% |
$937 - $1.08K
|
1.54K
$944K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 0.53% |
$937 - $1.08K
|
379
$232K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.32% |
$937 - $1.08K
|
635
$388K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2+ 0.11% |
$937 - $1.08K
|
1.8K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
2+ 0.47% |
$937 - $1.08K
|
432
$264K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 0.11% |
$937 - $1.08K
|
1.88K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$937 - $1.08K
|
2
$1.22K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
2+ 2.63% |
$937 - $1.08K
|
78
$47.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$468 - $540
|
2.92K
$1.79M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$468 - $540
|
10.1K
$6.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.23% |
$468 - $540
|
440
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.75% |
$468 - $540
|
134
$82K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.04% |
$468 - $540
|
2.71K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
1+ 0.13% |
$468 - $540
|
794
$486K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$468 - $540
|
4.11K
$2.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$468 - $540
|
1.89K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.06% |
$468 - $540
|
1.54K
$943K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.11% |
$468 - $540
|
931
$569K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1+ 0.08% |
$468 - $540
|
1.31K
$803K
|