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
|
Cypress Capital Group
|
SELL
|
- |
-260- 1.2% |
$122K - $140K
|
21.4K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Goldstream Capital Management LTD
|
SELL
|
- |
-260- 44.83% |
$122K - $140K
|
320
$168K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-261- 1.7% |
$122K - $141K
|
15.1K
$7.93M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-261- 2.65% |
$122K - $141K
|
9.59K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-261- 7.66% |
$122K - $141K
|
3.15K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-263- 2.7% |
$123K - $142K
|
9.49K
$4.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-264- 32.75% |
$124K - $142K
|
542
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-265- 0.55% |
$124K - $143K
|
48.2K
$25.3M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-265- 1.55% |
$124K - $143K
|
16.9K
$8.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-267- 0.62% |
$125K - $144K
|
42.9K
$22.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-267- 12.75% |
$125K - $144K
|
1.83K
$959K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-268- 7.9% |
$126K - $145K
|
3.12K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-269- 9.86% |
$126K - $145K
|
2.46K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-270- 2.21% |
$126K - $146K
|
11.9K
$6.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-270- 1.9% |
$126K - $146K
|
13.9K
$7.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-270- 8.67% |
$126K - $146K
|
2.85K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-270- 8.57% |
$126K - $146K
|
2.88K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-273- 38.34% |
$128K - $147K
|
439
$230K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-276- 3.72% |
$129K - $149K
|
7.14K
$3.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-276- 10.77% |
$129K - $149K
|
2.29K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-277- 1.38% |
$130K - $149K
|
19.9K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-277- 16.94% |
$130K - $149K
|
1.36K
$713K
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-280- 16.87% |
$131K - $151K
|
1.38K
$724K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-281- 9.48% |
$132K - $152K
|
2.68K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-284- 1.59% |
$133K - $153K
|
17.6K
$9.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-287- 12.69% |
$134K - $155K
|
1.98K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-292- 14.79% |
$137K - $158K
|
1.68K
$883K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-293- 6.35% |
$137K - $158K
|
4.32K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-293- 2.97% |
$137K - $158K
|
9.57K
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-293- 7.76% |
$137K - $158K
|
3.48K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-300- 7.92% |
$141K - $162K
|
3.49K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-302- 24.04% |
$141K - $163K
|
954
$501K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-302- 3.08% |
$141K - $163K
|
9.49K
$4.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-308- 6.28% |
$144K - $166K
|
4.6K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-308- 7.69% |
$144K - $166K
|
3.7K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-310- 3.45% |
$145K - $167K
|
8.69K
$4.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-311- 13.56% |
$146K - $168K
|
1.98K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-311- 15.01% |
$146K - $168K
|
1.76K
$924K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-311- 15.01% |
$146K - $168K
|
1.76K
$924K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-311- 1.47% |
$146K - $168K
|
20.8K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-311- 0.86% |
$146K - $168K
|
35.7K
$18.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-314- 4.51% |
$147K - $169K
|
6.65K
$3.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-316- 1.19% |
$148K - $170K
|
26.3K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-316- 2.96% |
$148K - $170K
|
10.4K
$5.44M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-316- 4.84% |
$148K - $170K
|
6.22K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-316- 18.34% |
$148K - $170K
|
1.41K
$738K
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-318- 27.18% |
$149K - $172K
|
852
$447K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-319- 2.52% |
$149K - $172K
|
12.3K
$6.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-320- 18.37% |
$150K - $173K
|
1.42K
$746K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-320- 32.19% |
$150K - $173K
|
674
$354K
|