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 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-66- 4.29% |
$30.9K - $35.6K
|
1.47K
$772K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-66- 5.72% |
$30.9K - $35.6K
|
1.09K
$570K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-67- 0.39% |
$31.4K - $36.1K
|
17.3K
$9.06M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-67- 0.04% |
$31.4K - $36.1K
|
162K
$85M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-68- 0.56% |
$31.8K - $36.7K
|
12K
$6.28M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-68- 1.09% |
$31.8K - $36.7K
|
6.15K
$3.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-69- 4.63% |
$32.3K - $37.2K
|
1.42K
$746K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-69- 4.76% |
$32.3K - $37.2K
|
1.38K
$725K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-69- 12.97% |
$32.3K - $37.2K
|
463
$243K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-69- 3.96% |
$32.3K - $37.2K
|
1.67K
$878K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-69- 4.96% |
$32.3K - $37.2K
|
1.32K
$693K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-70- 13.31% |
$32.8K - $37.8K
|
456
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-70- 0.34% |
$32.8K - $37.8K
|
20.7K
$10.9M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-70- 2.24% |
$32.8K - $37.8K
|
3.06K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-73- 2.68% |
$34.2K - $39.4K
|
2.65K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-73- 32.88% |
$34.2K - $39.4K
|
149
$78.2K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-73- 15.05% |
$34.2K - $39.4K
|
412
$216K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-73- 1.18% |
$34.2K - $39.4K
|
6.11K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-74- 4.61% |
$34.7K - $39.9K
|
1.53K
$803K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-75- 1.5% |
$35.1K - $40.5K
|
4.93K
$2.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-75- 3.31% |
$35.1K - $40.5K
|
2.19K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-75- 11.54% |
$35.1K - $40.5K
|
575
$302K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-75- 3.13% |
$35.1K - $40.5K
|
2.33K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-75- 4.18% |
$35.1K - $40.5K
|
1.72K
$903K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-76- 0.35% |
$35.6K - $41K
|
21.9K
$11.5M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-77- 14.98% |
$36.1K - $41.5K
|
437
$229K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-77- 5.25% |
$36.1K - $41.5K
|
1.39K
$729K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-78- 13.45% |
$36.5K - $42.1K
|
502
$263K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-78- 2.81% |
$36.5K - $42.1K
|
2.7K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-79- 1.22% |
$37K - $42.6K
|
6.39K
$3.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-80- 1.44% |
$37.5K - $43.2K
|
5.46K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-81- 0.3% |
$37.9K - $43.7K
|
26.5K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-81- 0.16% |
$37.9K - $43.7K
|
49.7K
$26.1M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-84- 8.3% |
$39.3K - $45.3K
|
928
$487K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-85- 1.63% |
$39.8K - $45.9K
|
5.12K
$2.69M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-85- 11.49% |
$39.8K - $45.9K
|
655
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-86- 0.8% |
$40.3K - $46.4K
|
10.7K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-86- 0.45% |
$40.3K - $46.4K
|
19K
$9.95M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-86- 3.45% |
$40.3K - $46.4K
|
2.41K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-87- 2.66% |
$40.7K - $46.9K
|
3.19K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-88- 8.23% |
$41.2K - $47.5K
|
981
$515K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-88- 1.66% |
$41.2K - $47.5K
|
5.22K
$2.74M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-88- 4.59% |
$41.2K - $47.5K
|
1.83K
$959K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-90- 4.56% |
$42.2K - $48.6K
|
1.88K
$989K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-90- 8.26% |
$42.2K - $48.6K
|
999
$524K
|
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
SELL
|
- |
-90- 1.74% |
$42.2K - $48.6K
|
5.08K
$2.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-91- 0.25% |
$42.6K - $49.1K
|
36K
$18.9M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-91- 12.73% |
$42.6K - $49.1K
|
624
$327K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-92- 0.45% |
$43.1K - $49.6K
|
20.4K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-93- 6.49% |
$43.6K - $50.2K
|
1.34K
$703K
|