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 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-34- 0.58% |
$15.9K - $18.3K
|
5.83K
$2.59M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.35% |
$15.9K - $18.3K
|
2.48K
$1.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-35- 2.07% |
$16.4K - $18.9K
|
1.65K
$734K
|
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-35- 3.4% |
$16.4K - $18.9K
|
993
$441K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-36- 0.5% |
$16.9K - $19.4K
|
7.22K
$3.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-36- 1.15% |
$16.9K - $19.4K
|
3.09K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-37- 1.06% |
$17.3K - $20K
|
3.46K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-40- 8.7% |
$18.7K - $21.6K
|
420
$187K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-41- 4.65% |
$19.2K - $22.1K
|
840
$373K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-43- 4.48% |
$20.1K - $23.2K
|
916
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-44- 0.02% |
$20.6K - $23.7K
|
272K
$121M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-44- 5.01% |
$20.6K - $23.7K
|
835
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-45- 5.95% |
$21.1K - $24.3K
|
711
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-45- 2.48% |
$21.1K - $24.3K
|
1.77K
$786K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-46- 5.59% |
$21.5K - $24.8K
|
777
$345K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-48- 0.89% |
$22.5K - $25.9K
|
5.37K
$2.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-50- 6.6% |
$23.4K - $27K
|
708
$314K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-50- 0.65% |
$23.4K - $27K
|
7.67K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-50- 2.86% |
$23.4K - $27K
|
1.7K
$755K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-50- 1.24% |
$23.4K - $27K
|
4K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-50- 4.7% |
$23.4K - $27K
|
1.01K
$450K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-50- 3.03% |
$23.4K - $27K
|
1.6K
$711K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-51- 4.34% |
$23.9K - $27.5K
|
1.12K
$499K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-52- 0.99% |
$24.4K - $28.1K
|
5.21K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-52- 10.18% |
$24.4K - $28.1K
|
459
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-54- 1.6% |
$25.3K - $29.1K
|
3.31K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-56- 3.93% |
$26.2K - $30.2K
|
1.37K
$608K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-56- 3.75% |
$26.2K - $30.2K
|
1.44K
$638K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-57- 0.49% |
$26.7K - $30.8K
|
11.5K
$5.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-57- 4.67% |
$26.7K - $30.8K
|
1.16K
$516K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-57- 1.15% |
$26.7K - $30.8K
|
4.9K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-58- 2.73% |
$27.2K - $31.3K
|
2.07K
$918K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-59- 0.16% |
$27.6K - $31.8K
|
35.7K
$15.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-61- 1.49% |
$28.6K - $32.9K
|
4.02K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-66- 5.72% |
$30.9K - $35.6K
|
1.09K
$483K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-66- 4.29% |
$30.9K - $35.6K
|
1.47K
$653K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-69- 4.63% |
$32.3K - $37.2K
|
1.42K
$632K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-70- 13.31% |
$32.8K - $37.8K
|
456
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-74- 4.61% |
$34.7K - $39.9K
|
1.53K
$680K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-75- 1.5% |
$35.1K - $40.5K
|
4.93K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-76- 0.35% |
$35.6K - $41K
|
21.9K
$9.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-78- 13.45% |
$36.5K - $42.1K
|
502
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-79- 1.22% |
$37K - $42.6K
|
6.39K
$2.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-88- 8.23% |
$41.2K - $47.5K
|
981
$436K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-91- 0.25% |
$42.6K - $49.1K
|
36K
$16M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-95- 6.16% |
$44.5K - $51.3K
|
1.45K
$642K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-100- 0.96% |
$46.8K - $54K
|
10.3K
$4.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.53% |
$46.8K - $54K
|
6.46K
$2.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-103- 1.07% |
$48.2K - $55.6K
|
9.5K
$4.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-104- 11.13% |
$48.7K - $56.1K
|
830
$369K
|