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 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-98- 1.99% |
$45.9K - $52.9K
|
4.83K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-99- 7.96% |
$46.4K - $53.4K
|
1.14K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-99- 2.03% |
$46.4K - $53.4K
|
4.77K
$2.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-100- 0.96% |
$46.8K - $54K
|
10.3K
$6.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.53% |
$46.8K - $54K
|
6.46K
$3.95M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-100- 41.32% |
$46.8K - $54K
|
142
$86.9K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-100- 0.62% |
$46.8K - $54K
|
16K
$9.78M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-100- 9.48% |
$46.8K - $54K
|
955
$584K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-100- 13.16% |
$46.8K - $54K
|
660
$404K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-100- 2.7% |
$46.8K - $54K
|
3.6K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-100- 14.29% |
$46.8K - $54K
|
600
$367K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-101- 17.5% |
$47.3K - $54.5K
|
476
$291K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-102- 0.9% |
$47.8K - $55K
|
11.2K
$6.85M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-102- 16.22% |
$47.8K - $55K
|
527
$322K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-102- 7.77% |
$47.8K - $55K
|
1.21K
$740K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-103- 1.07% |
$48.2K - $55.6K
|
9.5K
$5.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-104- 11.13% |
$48.7K - $56.1K
|
830
$508K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-104- 18.09% |
$48.7K - $56.1K
|
471
$288K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-104- 83.2% |
$48.7K - $56.1K
|
21
$12.8K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-105- 7.7% |
$49.2K - $56.6K
|
1.26K
$769K
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-105- 6.06% |
$49.2K - $56.6K
|
1.63K
$995K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-105- 1.48% |
$49.2K - $56.6K
|
7.01K
$4.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-107- 3.32% |
$50.1K - $57.7K
|
3.12K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-107- 1.88% |
$50.1K - $57.7K
|
5.57K
$3.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-108- 9.83% |
$50.6K - $58.3K
|
991
$606K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-108- 4.95% |
$50.6K - $58.3K
|
2.07K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-110- 8.76% |
$51.5K - $59.3K
|
1.15K
$701K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-110- 7.46% |
$51.5K - $59.3K
|
1.37K
$835K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-110- 4.15% |
$51.5K - $59.3K
|
2.54K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-110- 6.35% |
$51.5K - $59.3K
|
1.62K
$992K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-111- 3.26% |
$52K - $59.9K
|
3.29K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-111- 34.91% |
$52K - $59.9K
|
207
$127K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-111- 2.39% |
$52K - $59.9K
|
4.54K
$2.78M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-111- 76.55% |
$52K - $59.9K
|
34
$20.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-112- 18.89% |
$52.5K - $60.4K
|
481
$294K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-112- 3.32% |
$52.5K - $60.4K
|
3.27K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-113- 4.11% |
$52.9K - $61K
|
2.64K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-114- 0.87% |
$53.4K - $61.5K
|
12.9K
$7.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-114- 0.52% |
$53.4K - $61.5K
|
22K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-116- 0.28% |
$54.3K - $62.6K
|
41.7K
$25.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-116- 22.44% |
$54.3K - $62.6K
|
401
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-117- 10.64% |
$54.8K - $63.1K
|
983
$601K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-117- 3.58% |
$54.8K - $63.1K
|
3.16K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-118- 4.44% |
$55.3K - $63.7K
|
2.54K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-118- 0.24% |
$55.3K - $63.7K
|
49.1K
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-118- 0.9% |
$55.3K - $63.7K
|
13K
$7.94M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-119- 5.6% |
$55.7K - $64.2K
|
2.01K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-120- 21.13% |
$56.2K - $64.7K
|
448
$274K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-120- 2.05% |
$56.2K - $64.7K
|
5.74K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-121- 11.99% |
$56.7K - $65.3K
|
888
$543K
|