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 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-25- 0.83% |
$11.7K - $13.5K
|
2.99K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-25- 0.99% |
$11.7K - $13.5K
|
2.49K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-25- 3.38% |
$11.7K - $13.5K
|
715
$437K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-25- 2.6% |
$11.7K - $13.5K
|
935
$572K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-26- 1.51% |
$12.2K - $14K
|
1.69K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-26- 3.32% |
$12.2K - $14K
|
756
$462K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-26- 0.17% |
$12.2K - $14K
|
15.4K
$9.42M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-26- 2.76% |
$12.2K - $14K
|
916
$560K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-27- 0.82% |
$12.6K - $14.6K
|
3.27K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-27- 1.83% |
$12.6K - $14.6K
|
1.45K
$884K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-27- 1.31% |
$12.6K - $14.6K
|
2.04K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-27- 0.7% |
$12.6K - $14.6K
|
3.85K
$2.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-28- 4.35% |
$13.1K - $15.1K
|
615
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-28- 0.78% |
$13.1K - $15.1K
|
3.58K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-28- 1.49% |
$13.1K - $15.1K
|
1.85K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-28- 5.21% |
$13.1K - $15.1K
|
509
$311K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-29- 0.25% |
$13.6K - $15.6K
|
11.7K
$7.19M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30Closed |
$14.1K - $16.2K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-30- 0.22% |
$14.1K - $16.2K
|
13.7K
$8.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-30- 10.56% |
$14.1K - $16.2K
|
254
$155K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-30- 4.03% |
$14.1K - $16.2K
|
715
$437K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-30- 0.57% |
$14.1K - $16.2K
|
5.2K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 0.09% |
$14.1K - $16.2K
|
33.2K
$20.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-31- 0.39% |
$14.5K - $16.7K
|
7.88K
$4.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-31- 1.79% |
$14.5K - $16.7K
|
1.7K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 3.28% |
$14.5K - $16.7K
|
915
$560K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-31- 6.02% |
$14.5K - $16.7K
|
484
$296K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-31- 3.8% |
$14.5K - $16.7K
|
785
$480K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-32- 4.4% |
$15K - $17.3K
|
696
$426K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-33- 2.37% |
$15.5K - $17.8K
|
1.36K
$831K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.35% |
$15.9K - $18.3K
|
2.48K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-34- 0.58% |
$15.9K - $18.3K
|
5.83K
$3.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-34- 0.96% |
$15.9K - $18.3K
|
3.5K
$2.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-35- 3.4% |
$16.4K - $18.9K
|
993
$607K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-35- 2.07% |
$16.4K - $18.9K
|
1.65K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-35- 4.95% |
$16.4K - $18.9K
|
672
$411K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
SELL
|
- |
-35- 1.03% |
$16.4K - $18.9K
|
3.37K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-36- 0.5% |
$16.9K - $19.4K
|
7.22K
$4.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-36- 1.15% |
$16.9K - $19.4K
|
3.09K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-36- 0.51% |
$16.9K - $19.4K
|
6.98K
$4.27M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-36- 4.76% |
$16.9K - $19.4K
|
720
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-37- 1.06% |
$17.3K - $20K
|
3.46K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-37- 4.81% |
$17.3K - $20K
|
733
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-37- 1.09% |
$17.3K - $20K
|
3.35K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-37- 0.89% |
$17.3K - $20K
|
4.11K
$2.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-37- 3.87% |
$17.3K - $20K
|
918
$562K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-40- 8.7% |
$18.7K - $21.6K
|
420
$257K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-40- 0.98% |
$18.7K - $21.6K
|
4.03K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-41- 4.65% |
$19.2K - $22.1K
|
840
$514K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-41- 0.1% |
$19.2K - $22.1K
|
41.5K
$25.4M
|