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 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
1.69K+ 1.08% |
$793K - $913K
|
158K
$91.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.68K+ 28.76% |
$785K - $905K
|
7.51K
$4.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.67K+ 10.64% |
$780K - $898K
|
17.3K
$10M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.65K+ 299.64% |
$773K - $891K
|
2.2K
$1.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.65K+ 82.83% |
$773K - $890K
|
3.64K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.65K+ 7.24% |
$773K - $890K
|
24.4K
$14.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.65KNew |
$771K - $889K
|
1.65K
$955K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.64K+ 2.77% |
$769K - $885K
|
60.8K
$35.3M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.62K+ 20.25% |
$760K - $876K
|
9.64K
$5.59M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
1.62K+ 6.06% |
$760K - $875K
|
28.4K
$16.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.61K+ 102.23% |
$753K - $868K
|
3.18K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
1.61K+ 4.8% |
$753K - $868K
|
35.1K
$20.4M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.61K+ 2.97% |
$752K - $866K
|
55.7K
$32.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.6K+ 0.77% |
$749K - $863K
|
210K
$122M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.6K+ 25.47% |
$747K - $861K
|
7.86K
$4.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.59K+ 11.76% |
$746K - $859K
|
15.1K
$8.78M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.59K+ 33.64% |
$743K - $856K
|
6.3K
$3.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.59K+ 8.56% |
$743K - $856K
|
20.1K
$11.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.58K+ 2.48% |
$738K - $850K
|
65.1K
$37.8M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.57K+ 6.86% |
$734K - $845K
|
24.4K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.56KNew |
$730K - $841K
|
1.56K
$904K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.54K+ 16.54% |
$722K - $831K
|
10.9K
$6.3M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.54K+ 2.54% |
$721K - $831K
|
62.1K
$36M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
1.54K+ 38.38% |
$721K - $831K
|
5.55K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.54K+ 5.81% |
$721K - $830K
|
28K
$16.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1.54K+ 31.4% |
$720K - $830K
|
6.44K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.54KNew |
$719K - $828K
|
1.54K
$890K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.53K+ 12.25% |
$717K - $827K
|
14K
$8.14M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 50.53% |
$717K - $825K
|
4.56K
$2.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.53K+ 68.41% |
$716K - $825K
|
3.76K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.53K+ 5.23% |
$715K - $824K
|
30.7K
$17.8M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.52K+ 0.83% |
$711K - $819K
|
184K
$107M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
1.51K+ 20.59% |
$709K - $816K
|
8.86K
$5.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.51K+ 17.65% |
$706K - $813K
|
10K
$5.83M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.5KNew |
$704K - $811K
|
1.5K
$872K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.5K+ 51.5% |
$700K - $807K
|
4.4K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.5KNew |
$700K - $807K
|
1.5K
$867K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.49K+ 11.85% |
$699K - $805K
|
14.1K
$8.17M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.49K+ 5.19% |
$697K - $803K
|
30.2K
$17.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.48K+ 4.88% |
$693K - $798K
|
31.8K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.43K+ 7.43% |
$671K - $773K
|
20.7K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.41K+ 5.05% |
$662K - $762K
|
29.4K
$17M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 3.94% |
$652K - $751K
|
36.7K
$21.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.37K+ 30.46% |
$643K - $741K
|
5.88K
$3.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.37K+ 5.16% |
$640K - $738K
|
27.8K
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.35K+ 121.87% |
$634K - $731K
|
2.47K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.35K+ 39.81% |
$630K - $726K
|
4.73K
$2.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.34K+ 34.75% |
$629K - $725K
|
5.21K
$3.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.33KNew |
$622K - $717K
|
1.33K
$771K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.32K+ 18.86% |
$620K - $714K
|
8.34K
$4.84M
|