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 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
216+ 7.33% |
$101K - $117K
|
3.16K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
216+ 1.71% |
$101K - $117K
|
12.8K
$5.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
211+ 30.23% |
$98.8K - $114K
|
909
$404K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
208+ 3.78% |
$97.4K - $112K
|
5.71K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
207+ 21.97% |
$96.9K - $112K
|
1.15K
$511K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
206+ 18.58% |
$96.5K - $111K
|
1.32K
$584K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
204+ 2.43% |
$95.5K - $110K
|
8.61K
$3.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
197+ 20.37% |
$92.3K - $106K
|
1.16K
$517K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
196+ 14.19% |
$91.8K - $106K
|
1.58K
$701K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
194+ 4.01% |
$90.9K - $105K
|
5.03K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
182+ 1.08% |
$85.2K - $98.2K
|
17.1K
$7.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
178+ 7.15% |
$83.4K - $96K
|
2.67K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
170+ 2.96% |
$79.6K - $91.7K
|
5.91K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
167+ 4.07% |
$78.2K - $90.1K
|
4.27K
$1.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
165+ 916.67% |
$77.3K - $89K
|
183
$81.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
164+ 1.82% |
$76.8K - $88.5K
|
9.19K
$4.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
159+ 2.77% |
$74.5K - $85.8K
|
5.9K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
159+ 9.97% |
$74.5K - $85.8K
|
1.75K
$780K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
155+ 2.07% |
$72.6K - $83.6K
|
7.64K
$3.4M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
151+ 0.9% |
$70.7K - $81.5K
|
16.9K
$7.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
151+ 34.71% |
$70.7K - $81.5K
|
586
$260K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
150+ 3.52% |
$70.3K - $80.9K
|
4.42K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
148+ 31.62% |
$69.3K - $79.8K
|
616
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
145+ 3.14% |
$67.9K - $78.2K
|
4.76K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
140+ 22.76% |
$65.6K - $75.5K
|
755
$336K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
138+ 20.2% |
$64.6K - $74.5K
|
821
$365K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
136+ 8.02% |
$63.7K - $73.4K
|
1.83K
$814K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
134+ 12.03% |
$62.8K - $72.3K
|
1.25K
$555K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
132+ 22.92% |
$61.8K - $71.2K
|
708
$315K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
130+ 0.04% |
$60.9K - $70.1K
|
347K
$154M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
127+ 1.08% |
$59.5K - $68.5K
|
11.9K
$5.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
123+ 18.36% |
$57.6K - $66.4K
|
793
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
122+ 5.89% |
$57.1K - $65.8K
|
2.2K
$976K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
122+ 1.68% |
$57.1K - $65.8K
|
7.39K
$3.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
121+ 3.59% |
$56.7K - $65.3K
|
3.49K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
119+ 26.15% |
$55.7K - $64.2K
|
574
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
116+ 8.64% |
$54.3K - $62.6K
|
1.46K
$648K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
115+ 1.83% |
$53.9K - $62K
|
6.4K
$2.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
115+ 1.97% |
$53.9K - $62K
|
5.94K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
113+ 1.61% |
$52.9K - $61K
|
7.12K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
113+ 28.11% |
$52.9K - $61K
|
515
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
112+ 1.12% |
$52.5K - $60.4K
|
10.1K
$4.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
110+ 2.3% |
$51.5K - $59.3K
|
4.9K
$2.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
109+ 5.84% |
$51K - $58.8K
|
1.98K
$878K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
108+ 8.63% |
$50.6K - $58.3K
|
1.36K
$604K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
105+ 16.61% |
$49.2K - $56.6K
|
737
$328K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
103+ 1.37% |
$48.2K - $55.6K
|
7.62K
$3.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
103+ 0.53% |
$48.2K - $55.6K
|
19.6K
$8.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
101+ 9.03% |
$47.3K - $54.5K
|
1.22K
$542K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
101+ 2.82% |
$47.3K - $54.5K
|
3.68K
$1.64M
|