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
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 9.76% |
$1.62M - $1.87M
|
39K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
3.46K+ 21.23% |
$1.62M - $1.87M
|
19.8K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.46K+ 10.38% |
$1.62M - $1.86M
|
36.7K
$19.3M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.45K+ 10.07% |
$1.62M - $1.86M
|
37.7K
$19.8M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.45KNew |
$1.62M - $1.86M
|
3.45K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
3.44K+ 49.63% |
$1.61M - $1.86M
|
10.4K
$5.44M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
3.43K+ 9.73% |
$1.6M - $1.85M
|
38.6K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
3.43K+ 17.32% |
$1.6M - $1.85M
|
23.2K
$12.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.4K+ 35.13% |
$1.59M - $1.83M
|
13.1K
$6.86M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.39K+ 19.97% |
$1.59M - $1.83M
|
20.4K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.38K+ 2.77% |
$1.58M - $1.82M
|
125K
$65.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.36K+ 72.6% |
$1.58M - $1.81M
|
8K
$4.2M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.36K+ 6.54% |
$1.57M - $1.81M
|
54.8K
$28.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
3.35K+ 28.29% |
$1.57M - $1.81M
|
15.2K
$7.98M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.34K+ 16.34% |
$1.56M - $1.8M
|
23.8K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.31K+ 30.06% |
$1.55M - $1.79M
|
14.3K
$7.52M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.28K+ 7.31% |
$1.54M - $1.77M
|
48.1K
$25.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.28K+ 5.76% |
$1.54M - $1.77M
|
60.2K
$31.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3.28KNew |
$1.53M - $1.77M
|
3.28K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.28K+ 406.33% |
$1.53M - $1.77M
|
4.08K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.28K+ 87.05% |
$1.53M - $1.77M
|
7.04K
$3.69M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.25K+ 33.24% |
$1.52M - $1.75M
|
13K
$6.84M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.25K+ 10.66% |
$1.52M - $1.75M
|
33.7K
$17.7M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.24K+ 6.46% |
$1.52M - $1.75M
|
53.5K
$28.1M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.23K+ 105.76% |
$1.51M - $1.74M
|
6.28K
$3.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.2K+ 2.76% |
$1.5M - $1.73M
|
119K
$62.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.2K+ 9.4% |
$1.5M - $1.73M
|
37.2K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
3.19K+ 123.67% |
$1.49M - $1.72M
|
5.76K
$3.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
3.14KNew |
$1.47M - $1.7M
|
3.14K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.12K+ 223.96% |
$1.46M - $1.68M
|
4.52K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.11K+ 8.19% |
$1.46M - $1.68M
|
41.1K
$21.6M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.05K+ 855.46% |
$1.43M - $1.65M
|
3.41K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.03K+ 25.85% |
$1.42M - $1.64M
|
14.8K
$7.75M
|
|
|
May 09, 2025
Q1 2025
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3K+ 100.0% |
$1.41M - $1.62M
|
6K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.99K+ 20.48% |
$1.4M - $1.61M
|
17.6K
$9.23M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
2.96K+ 14.94% |
$1.38M - $1.6M
|
22.7K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.94K+ 286.01% |
$1.38M - $1.59M
|
3.97K
$2.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.91K+ 3.06% |
$1.36M - $1.57M
|
97.9K
$51.4M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.89K+ 5.54% |
$1.36M - $1.56M
|
55.1K
$28.9M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.86K+ 13.19% |
$1.34M - $1.54M
|
24.6K
$12.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.85K+ 3.48% |
$1.33M - $1.53M
|
84.6K
$44.4M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.83KNew |
$1.32M - $1.52M
|
2.83K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.82K+ 9.32% |
$1.32M - $1.52M
|
33.1K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.8K+ 1.1% |
$1.31M - $1.51M
|
257K
$135M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.8K+ 6.53% |
$1.31M - $1.51M
|
45.6K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.78KNew |
$1.3M - $1.5M
|
2.78K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.77K+ 10.48% |
$1.3M - $1.5M
|
29.2K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
2.77K+ 60.42% |
$1.3M - $1.5M
|
7.36K
$3.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.76K+ 51.5% |
$1.29M - $1.49M
|
8.13K
$4.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.76K+ 75.43% |
$1.29M - $1.49M
|
6.41K
$3.36M
|