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 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-121- 11.68% |
$56.7K - $65.3K
|
915
$560K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-125- 11.29% |
$58.5K - $67.4K
|
982
$601K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-126- 9.26% |
$59K - $68K
|
1.23K
$755K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-126- 5.53% |
$59K - $68K
|
2.15K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-127- 5.35% |
$59.5K - $68.5K
|
2.25K
$1.38M
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-127- 3.01% |
$59.5K - $68.5K
|
4.09K
$2.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-128- 2.36% |
$59.9K - $69.1K
|
5.3K
$3.24M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-128- 4.14% |
$59.9K - $69.1K
|
2.96K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-129- 2.2% |
$60.4K - $69.6K
|
5.74K
$3.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-130- 1.04% |
$60.9K - $70.1K
|
12.3K
$7.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-130- 10.53% |
$60.9K - $70.1K
|
1.11K
$676K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-130- 0.21% |
$60.9K - $70.1K
|
60.8K
$37.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-131- 0.59% |
$61.4K - $70.7K
|
22K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-131- 0.9% |
$61.4K - $70.7K
|
14.5K
$8.87M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-131- 9.21% |
$61.4K - $70.7K
|
1.29K
$790K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-132- 7.57% |
$61.8K - $71.2K
|
1.61K
$985K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-132- 6.4% |
$61.8K - $71.2K
|
1.93K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-132- 1.04% |
$61.8K - $71.2K
|
12.6K
$7.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-133- 2.23% |
$62.3K - $71.8K
|
5.84K
$3.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-134- 6.2% |
$62.8K - $72.3K
|
2.03K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-135- 5.15% |
$63.2K - $72.8K
|
2.48K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-135- 14.93% |
$63.2K - $72.8K
|
769
$470K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-135- 1.78% |
$63.2K - $72.8K
|
7.46K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-135- 4.8% |
$63.2K - $72.8K
|
2.68K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-136- 4.01% |
$63.7K - $73.4K
|
3.26K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-137- 3.2% |
$64.2K - $73.9K
|
4.14K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-137- 2.0% |
$64.2K - $73.9K
|
6.73K
$4.11M
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-137- 1.97% |
$64.2K - $73.9K
|
6.83K
$4.18M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-140- 5.37% |
$65.6K - $75.5K
|
2.47K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-141- 21.83% |
$66K - $76.1K
|
505
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-142- 0.64% |
$66.5K - $76.6K
|
21.9K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-142- 18.56% |
$66.5K - $76.6K
|
623
$381K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-142- 1.63% |
$66.5K - $76.6K
|
8.55K
$5.23M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-142- 12.01% |
$66.5K - $76.6K
|
1.04K
$636K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-142- 12.6% |
$66.5K - $76.6K
|
985
$602K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-143- 18.94% |
$67K - $77.2K
|
612
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-144- 0.56% |
$67.4K - $77.7K
|
25.7K
$15.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-145- 1.61% |
$67.9K - $78.2K
|
8.88K
$5.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-145- 2.46% |
$67.9K - $78.2K
|
5.75K
$3.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-145- 1.28% |
$67.9K - $78.2K
|
11.2K
$6.86M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-146- 1.38% |
$68.4K - $78.8K
|
10.5K
$6.41M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-148- 1.56% |
$69.3K - $79.8K
|
9.33K
$5.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 6.83% |
$70.3K - $80.9K
|
2.05K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-150- 2.17% |
$70.3K - $80.9K
|
6.75K
$4.13M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-150- 1.89% |
$70.3K - $80.9K
|
7.8K
$4.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-151- 2.55% |
$70.7K - $81.5K
|
5.76K
$3.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-151- 16.38% |
$70.7K - $81.5K
|
771
$472K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-152- 5.42% |
$71.2K - $82K
|
2.65K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-153- 3.57% |
$71.7K - $82.5K
|
4.14K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-155- 11.11% |
$72.6K - $83.6K
|
1.24K
$758K
|