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 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2+ 0.13% |
$937 - $1.08K
|
1.54K
$819K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 0.53% |
$937 - $1.08K
|
379
$201K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.32% |
$937 - $1.08K
|
635
$337K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2+ 0.11% |
$937 - $1.08K
|
1.8K
$953K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
2+ 0.47% |
$937 - $1.08K
|
432
$229K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 0.11% |
$937 - $1.08K
|
1.88K
$997K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$937 - $1.08K
|
2
$1.06K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
2+ 2.63% |
$937 - $1.08K
|
78
$41.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$468 - $540
|
2.92K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$468 - $540
|
10.1K
$5.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.23% |
$468 - $540
|
440
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.75% |
$468 - $540
|
134
$71.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.04% |
$468 - $540
|
2.71K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
1+ 0.13% |
$468 - $540
|
794
$421K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.02% |
$468 - $540
|
4.11K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$468 - $540
|
1.89K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.06% |
$468 - $540
|
1.54K
$818K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.11% |
$468 - $540
|
931
$494K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1+ 0.08% |
$468 - $540
|
1.31K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1+ 0.03% |
$468 - $540
|
3.25K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-1- 0.19% |
$468 - $540
|
529
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1- 0.22% |
$468 - $540
|
458
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1- 0.06% |
$468 - $540
|
1.61K
$853K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1- 0.12% |
$468 - $540
|
852
$452K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1- 0.21% |
$468 - $540
|
483
$256K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1- 0.03% |
$468 - $540
|
2.99K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1- -0.0% |
$468 - $540
|
37.9K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.06% |
$468 - $540
|
1.68K
$893K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1- 0.23% |
$468 - $540
|
437
$232K
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-1- 0.01% |
$468 - $540
|
11.9K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 1.43% |
$468 - $540
|
69
$36.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$937 - $1.08K
|
2.79K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2- 0.38% |
$937 - $1.08K
|
518
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2- 0.06% |
$937 - $1.08K
|
3.28K
$1.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2- 0.13% |
$937 - $1.08K
|
1.51K
$801K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2- 0.13% |
$937 - $1.08K
|
1.57K
$835K
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-2- 0.16% |
$937 - $1.08K
|
1.22K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
SELL
|
- |
-2- 0.2% |
$937 - $1.08K
|
1.01K
$535K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-3- 0.16% |
$1.41K - $1.62K
|
1.92K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-3- 0.36% |
$1.41K - $1.62K
|
829
$440K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3- 0.19% |
$1.41K - $1.62K
|
1.58K
$837K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3- 0.11% |
$1.41K - $1.62K
|
2.71K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-3- 0.55% |
$1.41K - $1.62K
|
546
$290K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-3- 0.24% |
$1.41K - $1.62K
|
1.23K
$651K
|
|
|
Apr 08, 2025
Q1 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-4- 0.29% |
$1.87K - $2.16K
|
1.4K
$741K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4- 0.04% |
$1.87K - $2.16K
|
11K
$5.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4- 0.86% |
$1.87K - $2.16K
|
463
$246K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-4- 0.38% |
$1.87K - $2.16K
|
1.06K
$560K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4- 0.63% |
$1.87K - $2.16K
|
629
$334K
|