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 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-41- 0.1% |
$19.2K - $22.1K
|
40.7K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-41- 8.25% |
$19.2K - $22.1K
|
456
$279K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-42- 0.4% |
$19.7K - $22.7K
|
10.5K
$6.43M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-43- 4.48% |
$20.1K - $23.2K
|
916
$560K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-43- 0.65% |
$20.1K - $23.2K
|
6.55K
$4.01M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-43- 0.69% |
$20.1K - $23.2K
|
6.15K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-43- 23.24% |
$20.1K - $23.2K
|
142
$86.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-44- 5.01% |
$20.6K - $23.7K
|
835
$511K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-44- 0.02% |
$20.6K - $23.7K
|
272K
$167M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-44- 3.33% |
$20.6K - $23.7K
|
1.28K
$782K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-44- 2.07% |
$20.6K - $23.7K
|
2.08K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-44- 5.44% |
$20.6K - $23.7K
|
765
$468K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-44- 0.62% |
$20.6K - $23.7K
|
7.06K
$4.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-45- 2.48% |
$21.1K - $24.3K
|
1.77K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-45- 5.95% |
$21.1K - $24.3K
|
711
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-45- 1.56% |
$21.1K - $24.3K
|
2.84K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-45- 2.02% |
$21.1K - $24.3K
|
2.19K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-45- 1.61% |
$21.1K - $24.3K
|
2.75K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-45- 7.38% |
$21.1K - $24.3K
|
565
$346K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-45- 3.5% |
$21.1K - $24.3K
|
1.24K
$760K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-46- 5.59% |
$21.5K - $24.8K
|
777
$475K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-46- 9.7% |
$21.5K - $24.8K
|
428
$262K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-46- 8.49% |
$21.5K - $24.8K
|
496
$303K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-46- 1.2% |
$21.5K - $24.8K
|
3.79K
$2.32M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-48- 0.89% |
$22.5K - $25.9K
|
5.37K
$3.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-48- 5.54% |
$22.5K - $25.9K
|
818
$500K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-48- 6.28% |
$22.5K - $25.9K
|
716
$438K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-48- 1.25% |
$22.5K - $25.9K
|
3.78K
$2.31M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-48- 2.3% |
$22.5K - $25.9K
|
2.04K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-49- 7.24% |
$22.9K - $26.4K
|
628
$384K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-50- 1.24% |
$23.4K - $27K
|
4K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-50- 4.7% |
$23.4K - $27K
|
1.01K
$620K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-50- 3.03% |
$23.4K - $27K
|
1.6K
$980K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-50- 2.86% |
$23.4K - $27K
|
1.7K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-50- 0.65% |
$23.4K - $27K
|
7.67K
$4.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-50- 6.6% |
$23.4K - $27K
|
708
$433K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-50- 0.85% |
$23.4K - $27K
|
5.81K
$3.56M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-50- 0.96% |
$23.4K - $27K
|
5.15K
$3.15M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-50- 0.76% |
$23.4K - $27K
|
6.54K
$4M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-50- 1.83% |
$23.4K - $27K
|
2.68K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 2.56% |
$23.4K - $27K
|
1.9K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-51- 4.34% |
$23.9K - $27.5K
|
1.12K
$688K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-51- 1.03% |
$23.9K - $27.5K
|
4.9K
$3M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-52- 10.18% |
$24.4K - $28.1K
|
459
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-52- 0.99% |
$24.4K - $28.1K
|
5.21K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-52- 2.84% |
$24.4K - $28.1K
|
1.78K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-53- 2.88% |
$24.8K - $28.6K
|
1.79K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-53- 2.22% |
$24.8K - $28.6K
|
2.33K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-53- 2.48% |
$24.8K - $28.6K
|
2.08K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-54- 1.6% |
$25.3K - $29.1K
|
3.31K
$2.03M
|