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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.87M+ 55795.16% |
$875M - $1.01B
|
1.87M
$878M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
25.3K+ 18.79% |
$11.8M - $13.6M
|
160K
$74.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
22.8K+ 9.84% |
$10.7M - $12.3M
|
255K
$119M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
20.3K+ 36.96% |
$9.5M - $10.9M
|
75.1K
$35.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
9.84K+ 80.9% |
$4.61M - $5.31M
|
22K
$10.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
9.53K+ 226.17% |
$4.46M - $5.14M
|
13.7K
$6.45M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
9.3K+ 42.08% |
$4.35M - $5.02M
|
31.4K
$14.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.46K+ 105775.0% |
$3.96M - $4.57M
|
8.47K
$3.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.84K+ 305.24% |
$2.26M - $2.61M
|
6.42K
$3.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.06K+ 58.07% |
$1.9M - $2.19M
|
11K
$5.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.93K+ 3.2% |
$1.84M - $2.12M
|
127K
$59.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.7K+ 6.81% |
$1.73M - $2M
|
58K
$27.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
3.69K+ 28.96% |
$1.73M - $1.99M
|
16.4K
$7.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
3.14KNew |
$1.47M - $1.7M
|
3.14K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
2.61K+ 8.33% |
$1.22M - $1.41M
|
33.9K
$15.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.15K+ 13.95% |
$1.01M - $1.16M
|
17.6K
$8.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.01K+ 5.66% |
$943K - $1.09M
|
37.6K
$17.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.93K+ 12.18% |
$903K - $1.04M
|
17.8K
$8.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.85K+ 15.53% |
$864K - $995K
|
13.7K
$6.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 2.55% |
$820K - $945K
|
70.5K
$33.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.48K+ 4.88% |
$693K - $798K
|
31.8K
$14.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.37K+ 30.46% |
$643K - $741K
|
5.88K
$2.76M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.28K+ 6.05% |
$599K - $690K
|
22.4K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 129.18% |
$572K - $659K
|
2.17K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.21KNew |
$565K - $651K
|
1.21K
$566K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
1.18K+ 121.78% |
$553K - $637K
|
2.15K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.12K+ 8.43% |
$524K - $604K
|
14.4K
$6.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.09K+ 14.84% |
$508K - $585K
|
8.4K
$3.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.02K+ 3.77% |
$480K - $552K
|
28.2K
$13.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
970+ 41.77% |
$454K - $523K
|
3.29K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
934+ 4.25% |
$437K - $504K
|
22.9K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
924+ 3.67% |
$433K - $499K
|
26.1K
$12.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
890+ 11.94% |
$417K - $480K
|
8.34K
$3.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
870+ 2.26% |
$407K - $469K
|
39.4K
$18.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
836+ 1.81% |
$392K - $451K
|
46.9K
$22M
|
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
717+ 1.84% |
$336K - $387K
|
39.7K
$18.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
696+ 202.33% |
$326K - $376K
|
1.04K
$488K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
692+ 8.37% |
$324K - $373K
|
8.96K
$4.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
683+ 32.2% |
$320K - $368K
|
2.8K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
645+ 3.24% |
$302K - $348K
|
20.5K
$9.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
610+ 6.75% |
$286K - $329K
|
9.65K
$4.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
594+ 40.71% |
$278K - $320K
|
2.05K
$963K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
583New |
$273K - $315K
|
583
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
342+ 0.95% |
$160K - $185K
|
36.5K
$17.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
316+ 5.51% |
$148K - $170K
|
6.05K
$2.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
315+ 8.78% |
$148K - $170K
|
3.9K
$1.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
269+ 18.86% |
$126K - $145K
|
1.7K
$795K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
269+ 7.07% |
$126K - $145K
|
4.07K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
220+ 1.7% |
$103K - $119K
|
13.2K
$6.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
219+ 0.44% |
$103K - $118K
|
50.1K
$23.5M
|