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 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-755- 4.68% |
$354K - $407K
|
15.4K
$8.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-757- 2.43% |
$355K - $408K
|
30.4K
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-767- 4.34% |
$359K - $414K
|
16.9K
$8.87M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-770- 4.8% |
$361K - $415K
|
15.3K
$8.01M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-770- 1.66% |
$361K - $415K
|
45.6K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-772- 8.28% |
$362K - $417K
|
8.55K
$4.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-773- 1.14% |
$362K - $417K
|
66.8K
$35.1M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-784- 6.45% |
$367K - $423K
|
11.4K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-785- 11.27% |
$368K - $424K
|
6.18K
$3.24M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-786- 17.39% |
$368K - $424K
|
3.73K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-786- 2.1% |
$368K - $424K
|
36.6K
$19.2M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-794- 3.01% |
$372K - $428K
|
25.6K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-794- 12.85% |
$372K - $428K
|
5.39K
$2.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-796- 5.31% |
$373K - $429K
|
14.2K
$7.44M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-797- 43.74% |
$373K - $430K
|
1.03K
$538K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-800- 6.5% |
$375K - $432K
|
11.5K
$6.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-802- 35.55% |
$376K - $433K
|
1.45K
$763K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-802- 10.4% |
$376K - $433K
|
6.91K
$3.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-803- 1.39% |
$376K - $433K
|
57.2K
$30M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-805- 3.51% |
$377K - $434K
|
22.1K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-807- 1.49% |
$378K - $435K
|
53.2K
$27.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-808- 12.73% |
$378K - $436K
|
5.54K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-812- 28.09% |
$380K - $438K
|
2.08K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-828- 2.95% |
$388K - $447K
|
27.3K
$14.3M
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-830- 5.57% |
$389K - $448K
|
14.1K
$7.38M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-833- 3.69% |
$390K - $449K
|
21.8K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-834- 16.05% |
$391K - $450K
|
4.36K
$2.29M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-834- 2.81% |
$391K - $450K
|
28.9K
$15.1M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-837- 9.19% |
$392K - $452K
|
8.27K
$4.34M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-837- 4.34% |
$392K - $452K
|
18.5K
$9.69M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-839- 2.96% |
$393K - $453K
|
27.5K
$14.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-849- 3.91% |
$398K - $458K
|
20.8K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-856- 12.35% |
$401K - $462K
|
6.07K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-860- 3.83% |
$403K - $464K
|
21.6K
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-861- 8.77% |
$403K - $465K
|
8.95K
$4.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-862- 18.06% |
$404K - $465K
|
3.91K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-866- 41.53% |
$406K - $467K
|
1.22K
$640K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-869- 61.37% |
$407K - $469K
|
547
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-869- 4.87% |
$407K - $469K
|
17K
$8.92M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-889- 0.23% |
$416K - $480K
|
379K
$199M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-891- 6.77% |
$417K - $481K
|
12.3K
$6.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-896- 35.54% |
$420K - $483K
|
1.63K
$853K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-900- 40.95% |
$422K - $486K
|
1.3K
$681K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-902- 1.05% |
$422K - $487K
|
84.9K
$44.5M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-904- 3.75% |
$423K - $488K
|
23.2K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-929- 1.04% |
$435K - $501K
|
88.2K
$46.3M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-932- 11.36% |
$436K - $503K
|
7.27K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-940- 23.65% |
$440K - $507K
|
3.04K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-945- 0.61% |
$443K - $510K
|
153K
$80.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-957- 1.19% |
$448K - $516K
|
79.7K
$41.8M
|