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 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-407- 0.15% |
$191K - $220K
|
279K
$146M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-407- 1.29% |
$191K - $220K
|
31.1K
$16.3M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-408- 6.22% |
$191K - $220K
|
6.15K
$3.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-410- 99.76% |
$192K - $221K
|
1
$525
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-415- 0.92% |
$194K - $224K
|
44.9K
$23.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-421- 4.34% |
$197K - $227K
|
9.28K
$4.87M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-422- 0.97% |
$198K - $228K
|
43.1K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-428- 5.59% |
$200K - $231K
|
7.23K
$3.79M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-432- 40.91% |
$202K - $233K
|
624
$327K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-433- 13.18% |
$203K - $234K
|
2.85K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-442- 4.56% |
$207K - $238K
|
9.25K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-442- 2.57% |
$207K - $238K
|
16.8K
$8.79M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-445- 0.28% |
$208K - $240K
|
158K
$83.1M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-447- 4.09% |
$209K - $241K
|
10.5K
$5.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-449- 0.59% |
$210K - $242K
|
75.3K
$39.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-454- 4.56% |
$213K - $245K
|
9.5K
$4.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-455- 11.32% |
$213K - $245K
|
3.57K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-457- 3.35% |
$214K - $247K
|
13.2K
$6.93M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-457- 1.38% |
$214K - $247K
|
32.6K
$17.1M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-459- 8.31% |
$215K - $248K
|
5.06K
$2.66M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-460- 72.21% |
$215K - $248K
|
177
$92.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-461- 4.01% |
$216K - $249K
|
11K
$5.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-465- 2.95% |
$218K - $251K
|
15.3K
$8.02M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-466- 4.44% |
$218K - $251K
|
10K
$5.27M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-466- 6.3% |
$218K - $251K
|
6.93K
$3.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-469- 13.57% |
$220K - $253K
|
2.99K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-470- 0.3% |
$220K - $254K
|
154K
$80.9M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-470- 2.35% |
$220K - $254K
|
19.5K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-471- 10.0% |
$221K - $254K
|
4.24K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-472- 2.32% |
$221K - $255K
|
19.8K
$10.4M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-475- 28.34% |
$222K - $256K
|
1.2K
$630K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-476- 2.45% |
$223K - $257K
|
19K
$9.96M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-476- 5.66% |
$223K - $257K
|
7.94K
$4.17M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-477- 33.59% |
$223K - $257K
|
943
$495K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-479- 47.8% |
$224K - $258K
|
523
$274K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-479- 45.49% |
$224K - $258K
|
574
$301K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-480- 22.89% |
$225K - $259K
|
1.62K
$849K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-484- 1.37% |
$227K - $261K
|
34.9K
$18.3M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-484- 98.98% |
$227K - $261K
|
5
$2.62K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-485- 46.68% |
$227K - $262K
|
554
$291K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-485- 3.79% |
$227K - $262K
|
12.3K
$6.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-486- 7.41% |
$228K - $262K
|
6.08K
$3.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-488- 23.52% |
$229K - $263K
|
1.59K
$833K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-495- 22.14% |
$232K - $267K
|
1.74K
$914K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-495- 13.53% |
$232K - $267K
|
3.16K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-500- 16.76% |
$234K - $270K
|
2.48K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-501- 8.08% |
$235K - $270K
|
5.7K
$2.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-504- 5.49% |
$236K - $272K
|
8.68K
$4.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-504- 43.64% |
$236K - $272K
|
651
$342K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-505- 1.67% |
$237K - $272K
|
29.7K
$15.6M
|