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 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 6.83% |
$70.3K - $80.9K
|
2.05K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-150- 2.17% |
$70.3K - $80.9K
|
6.75K
$3.54M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-150- 1.89% |
$70.3K - $80.9K
|
7.8K
$4.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-151- 2.55% |
$70.7K - $81.5K
|
5.76K
$3.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-151- 16.38% |
$70.7K - $81.5K
|
771
$405K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-152- 5.42% |
$71.2K - $82K
|
2.65K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-153- 3.57% |
$71.7K - $82.5K
|
4.14K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-155- 11.11% |
$72.6K - $83.6K
|
1.24K
$651K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-156- 1.67% |
$73.1K - $84.2K
|
9.17K
$4.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-157- 3.2% |
$73.5K - $84.7K
|
4.76K
$2.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-157- 0.71% |
$73.5K - $84.7K
|
21.9K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-157- 3.05% |
$73.5K - $84.7K
|
4.99K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-159- 1.63% |
$74.5K - $85.8K
|
9.62K
$5.05M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-159- 8.48% |
$74.5K - $85.8K
|
1.72K
$900K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-160- 1.79% |
$74.9K - $86.3K
|
8.8K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-160- 5.98% |
$74.9K - $86.3K
|
2.51K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-161- 3.87% |
$75.4K - $86.9K
|
4K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-161- 0.85% |
$75.4K - $86.9K
|
18.7K
$9.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-163- 1.4% |
$76.3K - $87.9K
|
11.5K
$6.01M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-163- 4.62% |
$76.3K - $87.9K
|
3.37K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-164- 1.94% |
$76.8K - $88.5K
|
8.28K
$4.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-165- 16.5% |
$77.3K - $89K
|
835
$438K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-165- 1.07% |
$77.3K - $89K
|
15.2K
$7.98M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-165- 3.65% |
$77.3K - $89K
|
4.35K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-165- 5.92% |
$77.3K - $89K
|
2.62K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-165- 10.2% |
$77.3K - $89K
|
1.45K
$763K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-166- 2.68% |
$77.7K - $89.6K
|
6.02K
$3.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-167- 11.52% |
$78.2K - $90.1K
|
1.28K
$673K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-169- 12.06% |
$79.1K - $91.2K
|
1.23K
$647K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-170- 4.52% |
$79.6K - $91.7K
|
3.59K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-170- 51.99% |
$79.6K - $91.7K
|
157
$82.4K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-170- 19.32% |
$79.6K - $91.7K
|
710
$373K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-171- 0.37% |
$80.1K - $92.3K
|
46.4K
$24.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-171- 6.25% |
$80.1K - $92.3K
|
2.57K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-171- 1.78% |
$80.1K - $92.3K
|
9.46K
$4.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-171- 1.56% |
$80.1K - $92.3K
|
10.8K
$5.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-171- 0.96% |
$80.1K - $92.3K
|
17.6K
$9.26M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-171- 0.87% |
$80.1K - $92.3K
|
19.5K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-172- 15.01% |
$80.6K - $92.8K
|
974
$511K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-172- 2.56% |
$80.6K - $92.8K
|
6.54K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-173- 18.91% |
$81K - $93.3K
|
742
$389K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-173- 4.0% |
$81K - $93.3K
|
4.15K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-173- 0.68% |
$81K - $93.3K
|
25.5K
$13.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-174- 5.84% |
$81.5K - $93.9K
|
2.81K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-174- 0.99% |
$81.5K - $93.9K
|
17.5K
$9.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-174- 4.22% |
$81.5K - $93.9K
|
3.95K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-174- 4.58% |
$81.5K - $93.9K
|
3.63K
$1.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-175- 3.23% |
$82K - $94.4K
|
5.24K
$2.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-176- 8.96% |
$82.4K - $95K
|
1.79K
$938K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-176- 19.11% |
$82.4K - $95K
|
745
$391K
|