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
|
Lake Street Financial LLC
|
BUY
|
- |
218+ 0.59% |
$102K - $118K
|
37.4K
$17.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
216+ 1.71% |
$101K - $117K
|
12.8K
$5.87M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
211+ 30.23% |
$98.8K - $114K
|
909
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
208+ 3.78% |
$97.4K - $112K
|
5.71K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
207+ 21.97% |
$96.9K - $112K
|
1.15K
$526K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
206+ 18.58% |
$96.5K - $111K
|
1.32K
$602K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
204+ 2.43% |
$95.5K - $110K
|
8.61K
$3.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
196+ 14.19% |
$91.8K - $106K
|
1.58K
$721K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
182+ 1.08% |
$85.2K - $98.2K
|
17.1K
$7.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
164+ 1.82% |
$76.8K - $88.5K
|
9.19K
$4.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
155+ 2.07% |
$72.6K - $83.6K
|
7.64K
$3.5M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
151+ 0.9% |
$70.7K - $81.5K
|
16.9K
$7.74M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
150+ 3.52% |
$70.3K - $80.9K
|
4.42K
$2.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
145+ 3.14% |
$67.9K - $78.2K
|
4.76K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
140+ 22.76% |
$65.6K - $75.5K
|
755
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
138+ 20.2% |
$64.6K - $74.5K
|
821
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
136+ 8.02% |
$63.7K - $73.4K
|
1.83K
$838K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
134+ 12.03% |
$62.8K - $72.3K
|
1.25K
$571K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
132+ 22.92% |
$61.8K - $71.2K
|
708
$324K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
130+ 0.04% |
$60.9K - $70.1K
|
347K
$159M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
127+ 1.08% |
$59.5K - $68.5K
|
11.9K
$5.45M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
122+ 5.89% |
$57.1K - $65.8K
|
2.2K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
122+ 1.68% |
$57.1K - $65.8K
|
7.39K
$3.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
119+ 26.15% |
$55.7K - $64.2K
|
574
$263K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
116+ 8.64% |
$54.3K - $62.6K
|
1.46K
$667K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
115+ 1.97% |
$53.9K - $62K
|
5.94K
$2.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
113+ 28.11% |
$52.9K - $61K
|
515
$236K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
110+ 2.3% |
$51.5K - $59.3K
|
4.9K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
109+ 5.84% |
$51K - $58.8K
|
1.98K
$904K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
108+ 8.63% |
$50.6K - $58.3K
|
1.36K
$622K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
105+ 16.61% |
$49.2K - $56.6K
|
737
$337K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
101+ 2.82% |
$47.3K - $54.5K
|
3.68K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
101+ 9.03% |
$47.3K - $54.5K
|
1.22K
$558K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
100+ 5.92% |
$46.8K - $54K
|
1.79K
$819K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
100+ 16.58% |
$46.8K - $54K
|
703
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
98+ 3.57% |
$45.9K - $52.9K
|
2.84K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
97+ 8.88% |
$45.4K - $52.3K
|
1.19K
$544K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
97+ 1.59% |
$45.4K - $52.3K
|
6.18K
$2.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
96+ 5.02% |
$45K - $51.8K
|
2.01K
$920K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
95+ 0.49% |
$44.5K - $51.3K
|
19.7K
$8.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
92+ 2.65% |
$43.1K - $49.6K
|
3.57K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
86+ 0.83% |
$40.3K - $46.4K
|
10.4K
$4.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
84+ 1.12% |
$39.3K - $45.3K
|
7.55K
$3.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
82+ 4.85% |
$38.4K - $44.2K
|
1.77K
$811K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
81+ 3.25% |
$37.9K - $43.7K
|
2.57K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
80+ 1.39% |
$37.5K - $43.2K
|
5.85K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
70+ 4.0% |
$32.8K - $37.8K
|
1.82K
$833K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
68+ 11.79% |
$31.8K - $36.7K
|
645
$295K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
67+ 10.08% |
$31.4K - $36.1K
|
732
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
65+ 5.42% |
$30.4K - $35.1K
|
1.27K
$579K
|