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 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-66- 5.72% |
$30.9K - $35.6K
|
1.09K
$497K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-69- 4.63% |
$32.3K - $37.2K
|
1.42K
$651K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-70- 13.31% |
$32.8K - $37.8K
|
456
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-75- 1.5% |
$35.1K - $40.5K
|
4.93K
$2.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-76- 0.35% |
$35.6K - $41K
|
21.9K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-78- 13.45% |
$36.5K - $42.1K
|
502
$230K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-79- 1.22% |
$37K - $42.6K
|
6.39K
$2.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-88- 8.23% |
$41.2K - $47.5K
|
981
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-95- 6.16% |
$44.5K - $51.3K
|
1.45K
$662K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-100- 0.96% |
$46.8K - $54K
|
10.3K
$4.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.53% |
$46.8K - $54K
|
6.46K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-103- 1.07% |
$48.2K - $55.6K
|
9.5K
$4.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-104- 11.13% |
$48.7K - $56.1K
|
830
$380K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-108- 9.83% |
$50.6K - $58.3K
|
991
$453K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-111- 3.26% |
$52K - $59.9K
|
3.29K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-114- 0.87% |
$53.4K - $61.5K
|
12.9K
$5.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-116- 0.28% |
$54.3K - $62.6K
|
41.7K
$19.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-128- 2.36% |
$59.9K - $69.1K
|
5.3K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-129- 2.2% |
$60.4K - $69.6K
|
5.74K
$2.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-132- 7.57% |
$61.8K - $71.2K
|
1.61K
$737K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-133- 2.23% |
$62.3K - $71.8K
|
5.84K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-134- 6.2% |
$62.8K - $72.3K
|
2.03K
$927K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-135- 5.15% |
$63.2K - $72.8K
|
2.48K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-142- 0.64% |
$66.5K - $76.6K
|
21.9K
$10M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-142- 18.56% |
$66.5K - $76.6K
|
623
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-145- 1.61% |
$67.9K - $78.2K
|
8.88K
$4.06M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 6.83% |
$70.3K - $80.9K
|
2.05K
$936K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-160- 1.79% |
$74.9K - $86.3K
|
8.8K
$4.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-163- 1.4% |
$76.3K - $87.9K
|
11.5K
$5.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-165- 16.5% |
$77.3K - $89K
|
835
$382K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-171- 6.25% |
$80.1K - $92.3K
|
2.57K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-171- 0.37% |
$80.1K - $92.3K
|
46.4K
$21.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-174- 5.84% |
$81.5K - $93.9K
|
2.81K
$1.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-176- 8.96% |
$82.4K - $95K
|
1.79K
$818K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-188- 18.71% |
$88K - $101K
|
817
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-189- 0.67% |
$88.5K - $102K
|
28K
$12.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-197- 0.76% |
$92.3K - $106K
|
25.6K
$11.7M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-197- 1.13% |
$92.3K - $106K
|
17.2K
$7.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-200- 1.86% |
$93.7K - $108K
|
10.6K
$4.83M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-202- 3.36% |
$94.6K - $109K
|
5.81K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-203- 3.86% |
$95.1K - $110K
|
5.05K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-209- 2.96% |
$97.9K - $113K
|
6.84K
$3.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-210- 8.6% |
$98.4K - $113K
|
2.23K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-212- 21.7% |
$99.3K - $114K
|
765
$350K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-213- 0.66% |
$99.8K - $115K
|
32.1K
$14.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-215- 9.36% |
$101K - $116K
|
2.08K
$952K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-220- 5.8% |
$103K - $119K
|
3.58K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-226- 2.34% |
$106K - $122K
|
9.42K
$4.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-229- 2.13% |
$107K - $124K
|
10.5K
$4.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-232- 18.99% |
$109K - $125K
|
990
$453K
|