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 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-108- 9.83% |
$50.6K - $58.3K
|
991
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-111- 3.26% |
$52K - $59.9K
|
3.29K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-114- 0.87% |
$53.4K - $61.5K
|
12.9K
$5.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-114- 0.52% |
$53.4K - $61.5K
|
22K
$9.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-116- 0.28% |
$54.3K - $62.6K
|
41.7K
$18.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-128- 2.36% |
$59.9K - $69.1K
|
5.3K
$2.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-129- 2.2% |
$60.4K - $69.6K
|
5.74K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-132- 7.57% |
$61.8K - $71.2K
|
1.61K
$715K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-133- 2.23% |
$62.3K - $71.8K
|
5.84K
$2.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-134- 6.2% |
$62.8K - $72.3K
|
2.03K
$900K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-135- 5.15% |
$63.2K - $72.8K
|
2.48K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-142- 18.56% |
$66.5K - $76.6K
|
623
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-142- 0.64% |
$66.5K - $76.6K
|
21.9K
$9.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-144- 0.56% |
$67.4K - $77.7K
|
25.7K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-145- 1.61% |
$67.9K - $78.2K
|
8.88K
$3.94M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 6.83% |
$70.3K - $80.9K
|
2.05K
$908K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-160- 1.79% |
$74.9K - $86.3K
|
8.8K
$3.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-163- 1.4% |
$76.3K - $87.9K
|
11.5K
$5.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-165- 16.5% |
$77.3K - $89K
|
835
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-167- 11.52% |
$78.2K - $90.1K
|
1.28K
$570K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-171- 6.25% |
$80.1K - $92.3K
|
2.57K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-171- 0.37% |
$80.1K - $92.3K
|
46.4K
$20.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-171- 1.78% |
$80.1K - $92.3K
|
9.46K
$4.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-174- 5.84% |
$81.5K - $93.9K
|
2.81K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-175- 3.23% |
$82K - $94.4K
|
5.24K
$2.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-176- 8.96% |
$82.4K - $95K
|
1.79K
$794K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-181- 3.03% |
$84.8K - $97.7K
|
5.8K
$2.57M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-188- 18.71% |
$88K - $101K
|
817
$363K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-189- 0.67% |
$88.5K - $102K
|
28K
$12.4M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-197- 1.13% |
$92.3K - $106K
|
17.2K
$7.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-197- 0.76% |
$92.3K - $106K
|
25.6K
$11.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-200- 1.86% |
$93.7K - $108K
|
10.6K
$4.69M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-202- 3.36% |
$94.6K - $109K
|
5.81K
$2.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-203- 3.86% |
$95.1K - $110K
|
5.05K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-206- 6.81% |
$96.5K - $111K
|
2.82K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-207- 3.37% |
$96.9K - $112K
|
5.94K
$2.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-209- 2.96% |
$97.9K - $113K
|
6.84K
$3.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-210- 8.6% |
$98.4K - $113K
|
2.23K
$992K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-212- 21.7% |
$99.3K - $114K
|
765
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-213- 0.66% |
$99.8K - $115K
|
32.1K
$14.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-214- 7.01% |
$100K - $115K
|
2.84K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-215- 9.36% |
$101K - $116K
|
2.08K
$924K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-216- 30.68% |
$101K - $117K
|
488
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-220- 5.8% |
$103K - $119K
|
3.58K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-226- 2.34% |
$106K - $122K
|
9.42K
$4.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-229- 2.13% |
$107K - $124K
|
10.5K
$4.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-232- 18.99% |
$109K - $125K
|
990
$440K
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-235- 1.1% |
$110K - $127K
|
21.2K
$9.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-245- 0.66% |
$115K - $132K
|
36.7K
$16.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-250- 5.15% |
$117K - $135K
|
4.6K
$2.04M
|