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 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-117- 10.64% |
$54.8K - $63.1K
|
983
$516K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-117- 3.58% |
$54.8K - $63.1K
|
3.16K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-118- 4.44% |
$55.3K - $63.7K
|
2.54K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-118- 0.24% |
$55.3K - $63.7K
|
49.1K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-118- 0.9% |
$55.3K - $63.7K
|
13K
$6.81M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-119- 5.6% |
$55.7K - $64.2K
|
2.01K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-120- 21.13% |
$56.2K - $64.7K
|
448
$235K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-120- 2.05% |
$56.2K - $64.7K
|
5.74K
$3.01M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-121- 11.99% |
$56.7K - $65.3K
|
888
$466K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-121- 11.68% |
$56.7K - $65.3K
|
915
$480K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-125- 11.29% |
$58.5K - $67.4K
|
982
$515K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-126- 9.26% |
$59K - $68K
|
1.23K
$648K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-126- 5.53% |
$59K - $68K
|
2.15K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-127- 5.35% |
$59.5K - $68.5K
|
2.25K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-128- 2.36% |
$59.9K - $69.1K
|
5.3K
$2.78M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-128- 4.14% |
$59.9K - $69.1K
|
2.96K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-129- 2.2% |
$60.4K - $69.6K
|
5.74K
$3.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-130- 1.04% |
$60.9K - $70.1K
|
12.3K
$6.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-130- 10.53% |
$60.9K - $70.1K
|
1.11K
$580K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-130- 0.21% |
$60.9K - $70.1K
|
60.8K
$31.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-131- 0.59% |
$61.4K - $70.7K
|
22K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-131- 0.9% |
$61.4K - $70.7K
|
14.5K
$7.61M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-131- 9.21% |
$61.4K - $70.7K
|
1.29K
$678K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-132- 7.57% |
$61.8K - $71.2K
|
1.61K
$845K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-132- 6.4% |
$61.8K - $71.2K
|
1.93K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-132- 1.04% |
$61.8K - $71.2K
|
12.6K
$6.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-133- 2.23% |
$62.3K - $71.8K
|
5.84K
$3.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-134- 6.2% |
$62.8K - $72.3K
|
2.03K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-135- 5.15% |
$63.2K - $72.8K
|
2.48K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-135- 14.93% |
$63.2K - $72.8K
|
769
$404K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-135- 1.78% |
$63.2K - $72.8K
|
7.46K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-135- 4.8% |
$63.2K - $72.8K
|
2.68K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-136- 4.01% |
$63.7K - $73.4K
|
3.26K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-137- 3.2% |
$64.2K - $73.9K
|
4.14K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-137- 2.0% |
$64.2K - $73.9K
|
6.73K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-137- 1.97% |
$64.2K - $73.9K
|
6.83K
$3.58M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-140- 5.37% |
$65.6K - $75.5K
|
2.47K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-141- 21.83% |
$66K - $76.1K
|
505
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-142- 0.64% |
$66.5K - $76.6K
|
21.9K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-142- 18.56% |
$66.5K - $76.6K
|
623
$327K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-142- 1.63% |
$66.5K - $76.6K
|
8.55K
$4.49M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-142- 12.01% |
$66.5K - $76.6K
|
1.04K
$546K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-142- 12.6% |
$66.5K - $76.6K
|
985
$517K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-143- 18.94% |
$67K - $77.2K
|
612
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-144- 0.56% |
$67.4K - $77.7K
|
25.7K
$13.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-145- 1.61% |
$67.9K - $78.2K
|
8.88K
$4.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-145- 2.46% |
$67.9K - $78.2K
|
5.75K
$3.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-145- 1.28% |
$67.9K - $78.2K
|
11.2K
$5.89M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-146- 1.38% |
$68.4K - $78.8K
|
10.5K
$5.5M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-148- 1.56% |
$69.3K - $79.8K
|
9.33K
$4.89M
|