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 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14- 1.08% |
$6.56K - $7.55K
|
1.29K
$784K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
SELL
|
- |
-14- 0.6% |
$6.56K - $7.55K
|
2.31K
$1.41M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-15- 0.4% |
$7.03K - $8.09K
|
3.73K
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-15- 3.4% |
$7.03K - $8.09K
|
426
$260K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-15- 0.57% |
$7.03K - $8.09K
|
2.62K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-15- 1.05% |
$7.03K - $8.09K
|
1.42K
$863K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-15- 0.68% |
$7.03K - $8.09K
|
2.2K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-15- 3.37% |
$7.03K - $8.09K
|
430
$262K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-15- 1.63% |
$7.03K - $8.09K
|
907
$553K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-15- 1.32% |
$7.03K - $8.09K
|
1.12K
$684K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-15- 1.14% |
$7.03K - $8.09K
|
1.3K
$791K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-16- 1.61% |
$7.49K - $8.63K
|
978
$596K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-16- 0.29% |
$7.49K - $8.63K
|
5.54K
$3.38M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-17- 0.83% |
$7.96K - $9.17K
|
2.03K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-17- 0.99% |
$7.96K - $9.17K
|
1.71K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-18- 3.59% |
$8.43K - $9.71K
|
484
$295K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-19- 2.32% |
$8.9K - $10.3K
|
800
$488K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-19- 0.77% |
$8.9K - $10.3K
|
2.45K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-19- 1.75% |
$8.9K - $10.3K
|
1.07K
$651K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-19- 0.2% |
$8.9K - $10.3K
|
9.6K
$5.86M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-19- 1.69% |
$8.9K - $10.3K
|
1.11K
$676K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-20- 0.38% |
$9.37K - $10.8K
|
5.27K
$3.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-20- 2.05% |
$9.37K - $10.8K
|
957
$584K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 3.52% |
$9.37K - $10.8K
|
548
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-20- 1.91% |
$9.37K - $10.8K
|
1.03K
$627K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-20- 2.1% |
$9.37K - $10.8K
|
933
$569K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-20- 2.36% |
$9.37K - $10.8K
|
828
$505K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 0.58% |
$9.37K - $10.8K
|
3.46K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-21- 0.45% |
$9.84K - $11.3K
|
4.69K
$2.86M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-22- 0.73% |
$10.3K - $11.9K
|
3.01K
$1.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-22- 0.57% |
$10.3K - $11.9K
|
3.86K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-22- 0.36% |
$10.3K - $11.9K
|
6.14K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-22- 0.39% |
$10.3K - $11.9K
|
5.57K
$3.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23- 1.74% |
$10.8K - $12.4K
|
1.3K
$791K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 0.74% |
$10.8K - $12.4K
|
3.1K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-23- 3.67% |
$10.8K - $12.4K
|
604
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-23- 0.42% |
$10.8K - $12.4K
|
5.46K
$3.33M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-23- 2.69% |
$10.8K - $12.4K
|
831
$507K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-23- 3.5% |
$10.8K - $12.4K
|
635
$387K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-23- 0.61% |
$10.8K - $12.4K
|
3.73K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-23- 0.21% |
$10.8K - $12.4K
|
11K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 1.69% |
$10.8K - $12.4K
|
1.34K
$815K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-24- 1.4% |
$11.2K - $12.9K
|
1.69K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-24- 0.92% |
$11.2K - $12.9K
|
2.59K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-24- 0.41% |
$11.2K - $12.9K
|
5.87K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-24- 4.07% |
$11.2K - $12.9K
|
565
$345K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-24- 0.58% |
$11.2K - $12.9K
|
4.09K
$2.49M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-24- 0.21% |
$11.2K - $12.9K
|
11.6K
$7.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-25- 1.46% |
$11.7K - $13.5K
|
1.69K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-25- 3.09% |
$11.7K - $13.5K
|
784
$478K
|