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 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-36- 0.5% |
$16.9K - $19.4K
|
7.22K
$3.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-36- 1.15% |
$16.9K - $19.4K
|
3.09K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-36- 0.51% |
$16.9K - $19.4K
|
6.98K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-36- 4.76% |
$16.9K - $19.4K
|
720
$378K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-37- 1.06% |
$17.3K - $20K
|
3.46K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-37- 4.81% |
$17.3K - $20K
|
733
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-37- 1.09% |
$17.3K - $20K
|
3.35K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-37- 0.89% |
$17.3K - $20K
|
4.11K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-37- 3.87% |
$17.3K - $20K
|
918
$482K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-40- 8.7% |
$18.7K - $21.6K
|
420
$220K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-40- 0.98% |
$18.7K - $21.6K
|
4.03K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-41- 4.65% |
$19.2K - $22.1K
|
840
$441K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-41- 0.1% |
$19.2K - $22.1K
|
41.5K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-41- 0.1% |
$19.2K - $22.1K
|
40.7K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-41- 8.25% |
$19.2K - $22.1K
|
456
$239K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-42- 0.4% |
$19.7K - $22.7K
|
10.5K
$5.51M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-43- 4.48% |
$20.1K - $23.2K
|
916
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-43- 0.65% |
$20.1K - $23.2K
|
6.55K
$3.44M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-43- 0.69% |
$20.1K - $23.2K
|
6.15K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-43- 23.24% |
$20.1K - $23.2K
|
142
$74.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-44- 5.01% |
$20.6K - $23.7K
|
835
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-44- 0.02% |
$20.6K - $23.7K
|
272K
$143M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-44- 3.33% |
$20.6K - $23.7K
|
1.28K
$671K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-44- 2.07% |
$20.6K - $23.7K
|
2.08K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-44- 5.44% |
$20.6K - $23.7K
|
765
$401K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-44- 0.62% |
$20.6K - $23.7K
|
7.06K
$3.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-45- 2.48% |
$21.1K - $24.3K
|
1.77K
$929K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-45- 5.95% |
$21.1K - $24.3K
|
711
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-45- 1.56% |
$21.1K - $24.3K
|
2.84K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-45- 2.02% |
$21.1K - $24.3K
|
2.19K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-45- 1.61% |
$21.1K - $24.3K
|
2.75K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-45- 7.38% |
$21.1K - $24.3K
|
565
$297K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-45- 3.5% |
$21.1K - $24.3K
|
1.24K
$652K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-46- 5.59% |
$21.5K - $24.8K
|
777
$408K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-46- 9.7% |
$21.5K - $24.8K
|
428
$225K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-46- 8.49% |
$21.5K - $24.8K
|
496
$260K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-46- 1.2% |
$21.5K - $24.8K
|
3.79K
$1.99M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-48- 0.89% |
$22.5K - $25.9K
|
5.37K
$2.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-48- 5.54% |
$22.5K - $25.9K
|
818
$429K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-48- 6.28% |
$22.5K - $25.9K
|
716
$376K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-48- 1.25% |
$22.5K - $25.9K
|
3.78K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-49- 7.24% |
$22.9K - $26.4K
|
628
$330K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-50- 1.24% |
$23.4K - $27K
|
4K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-50- 4.7% |
$23.4K - $27K
|
1.01K
$532K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-50- 3.03% |
$23.4K - $27K
|
1.6K
$841K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-50- 2.86% |
$23.4K - $27K
|
1.7K
$892K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-50- 0.65% |
$23.4K - $27K
|
7.67K
$4.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-50- 6.6% |
$23.4K - $27K
|
708
$372K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-50- 0.85% |
$23.4K - $27K
|
5.81K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-50- 0.96% |
$23.4K - $27K
|
5.15K
$2.7M
|