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 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-506- 9.32% |
$237K - $273K
|
4.92K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-511- 28.03% |
$239K - $276K
|
1.31K
$689K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-512- 3.38% |
$240K - $276K
|
14.7K
$7.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-515- 2.4% |
$241K - $278K
|
20.9K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-517- 2.01% |
$242K - $279K
|
25.2K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-518- 2.55% |
$243K - $279K
|
19.8K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-520- 3.39% |
$244K - $281K
|
14.8K
$7.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-520- 24.09% |
$244K - $281K
|
1.64K
$860K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-520- 0.91% |
$244K - $281K
|
56.4K
$29.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-521- 1.13% |
$244K - $281K
|
45.7K
$24M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-522- 2.84% |
$244K - $282K
|
17.9K
$9.39M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-526- 12.26% |
$246K - $284K
|
3.77K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-530- 1.21% |
$248K - $286K
|
43.5K
$22.8M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-530- 9.93% |
$248K - $286K
|
4.81K
$2.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-533- 3.14% |
$250K - $288K
|
16.5K
$8.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-536- 2.7% |
$251K - $289K
|
19.3K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-537- 0.91% |
$251K - $290K
|
58.7K
$30.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-540- 1.43% |
$253K - $291K
|
37.3K
$19.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-544- 0.33% |
$255K - $293K
|
163K
$85.7M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-544- 78.39% |
$255K - $293K
|
150
$78.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-545- 4.24% |
$255K - $294K
|
12.3K
$6.46M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-546- 5.85% |
$256K - $295K
|
8.79K
$4.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-551- 11.28% |
$258K - $297K
|
4.34K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-552- 31.13% |
$259K - $298K
|
1.22K
$641K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-554- 47.88% |
$259K - $299K
|
603
$316K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-556- 42.74% |
$260K - $300K
|
745
$391K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-557- 17.07% |
$261K - $301K
|
2.71K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-561- 5.78% |
$263K - $303K
|
9.15K
$4.8M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-564- 25.07% |
$264K - $304K
|
1.69K
$885K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-566- 14.68% |
$265K - $305K
|
3.29K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-566- 1.83% |
$265K - $305K
|
30.4K
$15.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-567- 4.75% |
$266K - $306K
|
11.4K
$5.97M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-567- 11.49% |
$266K - $306K
|
4.37K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-568- 17.05% |
$266K - $306K
|
2.76K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-569- 36.15% |
$266K - $307K
|
1.01K
$527K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-575- 1.75% |
$269K - $310K
|
32.3K
$16.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-577- 1.8% |
$270K - $311K
|
31.4K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-583- 24.43% |
$273K - $315K
|
1.8K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-588- 1.42% |
$275K - $317K
|
40.7K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-589- 9.02% |
$276K - $318K
|
5.94K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-590- 3.29% |
$276K - $318K
|
17.3K
$9.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-592- 5.17% |
$277K - $319K
|
10.9K
$5.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-597- 3.22% |
$280K - $322K
|
17.9K
$9.4M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-597- 18.15% |
$280K - $322K
|
2.69K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-601- 1.79% |
$281K - $324K
|
32.9K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-603- 2.01% |
$282K - $325K
|
29.4K
$15.4M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-609- 17.79% |
$285K - $329K
|
2.81K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-609- 1.59% |
$285K - $329K
|
37.6K
$19.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-616- 30.48% |
$288K - $332K
|
1.41K
$737K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-617- 2.44% |
$289K - $333K
|
24.7K
$13M
|