Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (QQQJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQJ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.1% |
$28.6 - $32.9
|
976
$30.5K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.27% |
$28.6 - $32.9
|
376
$11.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-20- 3.17% |
$573 - $658
|
611
$19.1K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-25- 1.2% |
$716 - $823
|
2.06K
$64.2K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-29- 12.24% |
$831 - $954
|
208
$6.49K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-59- 4.16% |
$1.69K - $1.94K
|
1.36K
$42.4K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-70- 50.0% |
$2K - $2.3K
|
70
$2.19K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-106- 0.74% |
$3.04K - $3.49K
|
14.3K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-113- 2.06% |
$3.24K - $3.72K
|
5.37K
$168K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-115- 15.71% |
$3.29K - $3.78K
|
617
$19.3K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-147- 74.24% |
$4.21K - $4.84K
|
51
$1.59K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-198- 0.69% |
$5.67K - $6.52K
|
28.6K
$892K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-199- 18.32% |
$5.7K - $6.55K
|
887
$27.7K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-216- 78.83% |
$6.19K - $7.11K
|
58
$1.81K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-237- 0.75% |
$6.79K - $7.8K
|
31.5K
$983K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-297- 2.77% |
$8.51K - $9.77K
|
10.4K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-306- 3.1% |
$8.76K - $10.1K
|
9.57K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-313- 0.95% |
$8.96K - $10.3K
|
32.7K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-366- 63.21% |
$10.5K - $12K
|
213
$6.65K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-367- 5.25% |
$10.5K - $12.1K
|
6.62K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-384- 1.28% |
$11K - $12.6K
|
29.6K
$926K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-500- 33.33% |
$14.3K - $16.5K
|
1K
$31.2K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 68.89% |
$37K - $42.6K
|
584
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.33K- 44.74% |
$38.1K - $43.8K
|
1.65K
$51.4K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.61K- 99.94% |
$46.1K - $53K
|
1
$31.2
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.81K- 7.78% |
$51.7K - $59.4K
|
21.4K
$668K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.83K- 34.67% |
$52.5K - $60.3K
|
3.45K
$108K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.91K- 8.62% |
$54.6K - $62.8K
|
20.2K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.91K- 21.7% |
$54.7K - $62.9K
|
6.9K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.92K- 2.25% |
$54.9K - $63.1K
|
83.1K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.04K- 3.67% |
$58.4K - $67.1K
|
53.4K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.17K- 27.28% |
$62K - $71.3K
|
5.77K
$180K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.5K- 19.61% |
$71.6K - $82.3K
|
10.3K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-2.5K- 11.85% |
$71.7K - $82.4K
|
18.6K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-3.17K- 11.81% |
$90.7K - $104K
|
23.7K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.2K- 1.88% |
$91.6K - $105K
|
167K
$5.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.21K- 12.12% |
$91.8K - $106K
|
23.2K
$725K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-4.37K- 1.79% |
$125K - $144K
|
240K
$7.49M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.54K- 20.29% |
$159K - $182K
|
21.7K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-5.54K- 38.72% |
$159K - $182K
|
8.77K
$274K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.7K- 44.55% |
$163K - $187K
|
7.09K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.78K- 15.73% |
$166K - $190K
|
31K
$967K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.9K- 4.9% |
$169K - $194K
|
115K
$3.58M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.27K- 8.0% |
$180K - $206K
|
72.1K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-6.27K- 19.36% |
$180K - $206K
|
26.1K
$816K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.09K- 31.41% |
$203K - $233K
|
15.5K
$484K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.3K- 21.99% |
$209K - $240K
|
25.9K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.7K- 30.92% |
$249K - $286K
|
19.4K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.7K- 51.45% |
$335K - $385K
|
11K
$345K
|