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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Apr 14, 2025 Q1 2025	Whitaker Myers Wealth Managers, Ltd. Mansfield, OH	BUY	-	386 + 17.4%	$181K - $208K	2.6K $1.13M
Apr 17, 2025 Q1 2025	M.E. Allison & Co., Inc. San Antonio, TX	BUY	-	382 + 30.37%	$179K - $206K	1.64K $710K
Apr 14, 2025 Q1 2025	Camelot Technology Advisors, Inc. San Francisco, CA	BUY	-	379 + 4.74%	$178K - $204K	8.37K $3.63M
Apr 22, 2025 Q1 2025	Sage Financial Group Inc	BUY	-	378 + 27.47%	$177K - $204K	1.75K $760K
Apr 15, 2025 Q1 2025	Transform Wealth, LLC	BUY	-	371 + 11.79%	$174K - $200K	3.52K $1.52M
Apr 16, 2025 Q1 2025	Marmo Financial Group, LLC Johnson City, TN	BUY	-	365 + 6.56%	$171K - $197K	5.93K $2.57M
Apr 16, 2025 Q1 2025	Aries Wealth Management	BUY	-	359 + 12.19%	$168K - $194K	3.3K $1.43M
Apr 17, 2025 Q1 2025	Aa Financial Advisors, LLC Columbus, OH	BUY	-	347 + 10.27%	$163K - $187K	3.73K $1.61M
Apr 11, 2025 Q1 2025	Procyon Advisors, LLC	BUY	-	346 + 8.92%	$162K - $187K	4.22K $1.83M
Apr 10, 2025 Q1 2025	Wealth Management Partners, LLC	BUY	-	342 + 0.95%	$160K - $185K	36.5K $15.8M
Apr 21, 2025 Q1 2025	Jbr CO Financial Management Inc Ardmore, OK	BUY	-	341 + 3.87%	$160K - $184K	9.16K $3.97M
Apr 22, 2025 Q1 2025	Center For Financial Planning, Inc. Southfied, MI	BUY	-	338 + 28.67%	$158K - $182K	1.52K $657K
Apr 16, 2025 Q1 2025	Mount Yale Investment Advisors, LLC	BUY	-	332 + 3.35%	$155K - $179K	10.3K $4.44M
Apr 21, 2025 Q1 2025	Fox Financial, Inc Wyomissing, PA	BUY	-	331 + 1.01%	$155K - $179K	33.2K $14.4M
Apr 15, 2025 Q1 2025	Atwood & Palmer Inc	BUY	-	330 + 191.86%	$155K - $178K	502 $217K
Apr 21, 2025 Q1 2025	Worth Financial Advisory Group, LLC Charlotte, NC	BUY	-	322 + 50.55%	$151K - $174K	959 $415K
Apr 14, 2025 Q1 2025	Accurate Wealth Management, LLC	BUY	-	320 + 7.46%	$150K - $173K	4.61K $2M
Apr 10, 2025 Q1 2025	Secure Asset Management, LLC	BUY	-	316 + 5.51%	$148K - $170K	6.05K $2.62M
Apr 10, 2025 Q1 2025	Naples Global Advisors, LLC Naples, FL	BUY	-	315 + 8.78%	$148K - $170K	3.9K $1.69M
Apr 15, 2025 Q1 2025	Bfi Infinity Ltd. Zurich, V8	BUY	-	313 + 71.95%	$147K - $169K	748 $324K
Apr 21, 2025 Q1 2025	Ronald Blue Trust, Inc. Brentwood, TN	BUY	-	300 + 2.81%	$141K - $162K	11K $4.75M
Apr 14, 2025 Q1 2025	Tilia Fiduciary Partners, Inc.	BUY	-	296 + 27.79%	$139K - $160K	1.36K $589K
Apr 11, 2025 Q1 2025	Sovereign Financial Group, Inc. Stamford, CT	BUY	-	296 + 0.84%	$139K - $160K	35.5K $15.4M
Apr 21, 2025 Q1 2025	Envestnet Portfolio Solutions, Inc. Berwyn, PA	BUY	-	283 + 0.57%	$133K - $153K	50K $21.7M
Apr 21, 2025 Q1 2025	E Rn Financial, LLC	BUY	-	277 + 29.63%	$130K - $149K	1.21K $525K
Apr 22, 2025 Q1 2025	Jfs Wealth Advisors, LLC	BUY	-	276 + 3.2%	$129K - $149K	8.89K $3.85M
Apr 15, 2025 Q1 2025	Rowland & CO Investment Counsel Atlanta, GA	BUY	-	273 New	$128K - $147K	273 $118K
Apr 18, 2025 Q1 2025	Creative Capital Management Investments LLC San Diego, CA	BUY	-	270 + 214.29%	$126K - $146K	396 $172K
Apr 16, 2025 Q1 2025	F&V Capital Management, LLC	BUY	-	270 + 7.49%	$126K - $146K	3.87K $1.68M
Apr 10, 2025 Q1 2025	Apella Capital, LLC	BUY	-	269 + 7.07%	$126K - $145K	4.07K $1.76M
Apr 10, 2025 Q1 2025	Portside Wealth Group, LLC Provo, UT	BUY	-	269 + 18.86%	$126K - $145K	1.7K $734K
Apr 14, 2025 Q1 2025	Global Wealth Management, LLC Kingston, NJ	BUY	-	268 + 2.23%	$126K - $145K	12.3K $5.31M
Apr 14, 2025 Q1 2025	Old National Bancorp	BUY	-	266 + 7.06%	$125K - $144K	4.04K $1.75M
Apr 16, 2025 Q1 2025	Tritonpoint Wealth, LLC Chevy Chase, MD	BUY	-	264 + 5.16%	$124K - $142K	5.38K $2.33M
Apr 11, 2025 Q1 2025	Intellectus Partners, LLC San Francisco, CA	BUY	-	262 + 16.43%	$123K - $141K	1.86K $804K
Apr 11, 2025 Q1 2025	Disciplined Investments, LLC Tulsa, OK	BUY	-	260 + 10.04%	$122K - $140K	2.85K $1.23M
Apr 14, 2025 Q1 2025	City Center Advisors, LLC Troy, MI	BUY	-	257 + 12.31%	$120K - $139K	2.35K $1.02M
Apr 21, 2025 Q1 2025	Accelerate Investment Advisors LLC Aliso Viejo, CA	BUY	-	251 + 52.18%	$118K - $135K	732 $317K
Apr 16, 2025 Q1 2025	Jacksonville Wealth Management, LLC Jacksonville, FL	BUY	-	248 + 1.39%	$116K - $134K	18.1K $7.83M
Apr 22, 2025 Q1 2025	Lighthouse Wealth Management Inc. Ashland, OH	BUY	-	247 + 0.92%	$116K - $133K	27.1K $11.7M
Apr 17, 2025 Q1 2025	Variant Private Wealth, LLC Tysons, VA	BUY	-	242 + 22.39%	$113K - $131K	1.32K $573K
Apr 16, 2025 Q1 2025	American Institute For Advanced Investment Management, LLP	BUY	-	240 + 22.33%	$112K - $129K	1.32K $570K
Apr 15, 2025 Q1 2025	Mainsail Financial Group, LLC Bellevue, WA	BUY	-	239 + 5.85%	$112K - $129K	4.32K $1.87M
Apr 14, 2025 Q1 2025	Griffith & Werner, Inc. Canton, GA	BUY	-	239 + 20.95%	$112K - $129K	1.38K $598K
Apr 17, 2025 Q1 2025	Abound Wealth Management Franklin, TN	BUY	-	229 + 8.04%	$107K - $124K	3.08K $1.33M
Apr 14, 2025 Q1 2025	Sentinel Pension Advisors Inc Wakefield, MA	BUY	-	228 + 7.76%	$107K - $123K	3.17K $1.37M
Apr 09, 2025 Q1 2025	Baker Tilly Wealth Management, LLC	BUY	-	220 + 1.7%	$103K - $119K	13.2K $5.71M
Apr 09, 2025 Q1 2025	Kwmg, LLC	BUY	-	219 + 0.44%	$103K - $118K	50.1K $21.7M
Apr 14, 2025 Q1 2025	Wealthcare Capital Partners, LLC West Chester, PA	BUY	-	218 + 25.06%	$102K - $118K	1.09K $471K
Apr 10, 2025 Q1 2025	Lake Street Financial LLC	BUY	-	218 + 0.59%	$102K - $118K	37.4K $16.2M

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Purchases and Sales Made in Q1 2025 in Invesco Qqq Trust, Series 1 (QQQ)

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