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 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-16.9K- 21.73% |
$7.91M - $9.11M
|
60.8K
$31.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-17K- 44.62% |
$7.94M - $9.15M
|
21.1K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-17.4K- 57.21% |
$8.16M - $9.4M
|
13K
$6.84M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-17.9K- 64.34% |
$8.37M - $9.65M
|
9.91K
$5.2M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-18K- 29.81% |
$8.41M - $9.69M
|
42.3K
$22.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-18K- 82.94% |
$8.42M - $9.7M
|
3.7K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-18.7K- 5.19% |
$8.76M - $10.1M
|
342K
$179M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-18.8K- 68.51% |
$8.79M - $10.1M
|
8.63K
$4.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-19.3K- 30.88% |
$9.02M - $10.4M
|
43.1K
$22.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-19.3K- 65.09% |
$9.04M - $10.4M
|
10.4K
$5.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-19.8K- 86.88% |
$9.26M - $10.7M
|
2.99K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-19.8K- 56.9% |
$9.29M - $10.7M
|
15K
$7.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-20K- 94.96% |
$9.37M - $10.8M
|
1.06K
$557K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.3K- 3.96% |
$9.52M - $11M
|
493K
$259M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.7K- 9.57% |
$9.72M - $11.2M
|
196K
$103M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21K- 83.91% |
$9.83M - $11.3M
|
4.03K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-21.7K- 34.31% |
$10.2M - $11.7M
|
41.6K
$21.8M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-22K- 99.64% |
$10.3M - $11.8M
|
79
$41.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-23.7K- 99.12% |
$11.1M - $12.8M
|
210
$110K
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-24.3K- 99.98% |
$11.4M - $13.1M
|
6
$3.15K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.3K- 14.56% |
$11.9M - $13.7M
|
149K
$78M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25.9K- 28.45% |
$12.1M - $14M
|
65.2K
$34.2M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-27K- 70.31% |
$12.6M - $14.6M
|
11.4K
$5.98M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27.4K- 40.32% |
$12.8M - $14.8M
|
40.6K
$21.3M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-27.8K- 22.69% |
$13M - $15M
|
94.6K
$49.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-28.9K- 37.97% |
$13.5M - $15.6M
|
47.2K
$24.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-29K- 24.9% |
$13.6M - $15.6M
|
87.4K
$45.8M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-29K- 98.85% |
$13.6M - $15.6M
|
337
$177K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.1K- 20.21% |
$13.6M - $15.7M
|
115K
$60.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.8K- 10.15% |
$14.4M - $16.6M
|
273K
$143M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-31K- 9.19% |
$14.5M - $16.7M
|
306K
$161M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-31.9K- 47.19% |
$14.9M - $17.2M
|
35.7K
$18.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-32.3K- 49.63% |
$15.1M - $17.4M
|
32.7K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.3K- 49.39% |
$16.1M - $18.5M
|
35.2K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.7K- 0.77% |
$16.2M - $18.7M
|
4.47M
$2.34B
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-35K- 15.88% |
$16.4M - $18.9M
|
186K
$97.4M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-35.2K- 85.08% |
$16.5M - $19M
|
6.17K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-35.6K- 38.27% |
$16.7M - $19.2M
|
57.5K
$30.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-36.5K- 39.21% |
$17.1M - $19.7M
|
56.6K
$29.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-37.2K- 97.79% |
$17.4M - $20.1M
|
839
$440K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.3K- 1.26% |
$17.5M - $20.1M
|
2.93M
$1.54B
|
|
|
May 15, 2025
Q1 2025
|
Georgetown University
Washington, DC |
SELL
|
- |
-37.8K- 20.5% |
$17.7M - $20.4M
|
146K
$76.9M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-38.5K- 46.18% |
$18M - $20.8M
|
44.9K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39.6K- 6.36% |
$18.6M - $21.4M
|
584K
$306M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-39.9K- 31.11% |
$18.7M - $21.5M
|
88.3K
$46.3M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-41.3K- 95.95% |
$19.4M - $22.3M
|
1.75K
$917K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-44.6K- 98.68% |
$20.9M - $24.1M
|
597
$313K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-46.4K- 35.79% |
$21.7M - $25.1M
|
83.3K
$43.7M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-47.3K- 43.29% |
$22.2M - $25.5M
|
62K
$32.5M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-51.8K- 44.71% |
$24.3M - $28M
|
64.1K
$33.6M
|