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 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.09K+ 67.79% |
$509K - $586K
|
2.69K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.09K+ 14.84% |
$508K - $585K
|
8.4K
$4.87M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.08K+ 23.13% |
$508K - $585K
|
5.77K
$3.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
BUY
|
- |
1.08KNew |
$507K - $584K
|
1.08K
$628K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.08K+ 6.76% |
$507K - $584K
|
17.1K
$9.92M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.08K+ 18.66% |
$507K - $584K
|
6.88K
$3.99M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
1.08K+ 13.37% |
$504K - $581K
|
9.13K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 39.28% |
$499K - $575K
|
3.78K
$2.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.06K+ 10.27% |
$498K - $574K
|
11.4K
$6.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.06K+ 16.38% |
$496K - $572K
|
7.53K
$4.37M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.05K+ 2.83% |
$493K - $568K
|
38.3K
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.05K+ 2.61% |
$492K - $567K
|
41.4K
$24M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1.05K+ 107.61% |
$490K - $565K
|
2.02K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.04K+ 114.52% |
$488K - $562K
|
1.95K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.04K+ 41.45% |
$485K - $558K
|
3.53K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.03K+ 12.9% |
$482K - $556K
|
9.01K
$5.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.03K+ 7.53% |
$481K - $555K
|
14.7K
$8.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.03K+ 17.28% |
$481K - $554K
|
6.96K
$4.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.02K+ 3.77% |
$480K - $552K
|
28.2K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.02K+ 16.0% |
$478K - $551K
|
7.4K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.02K+ 154.78% |
$478K - $550K
|
1.68K
$974K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.02KNew |
$475K - $548K
|
1.02K
$589K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.01KNew |
$473K - $544K
|
1.01K
$585K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.01K+ 57.13% |
$471K - $543K
|
2.77K
$1.6M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
1K+ 48.92% |
$469K - $540K
|
3.05K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1K+ 10.42% |
$468K - $540K
|
10.6K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
1K+ 4.05% |
$468K - $540K
|
25.7K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
1KNew |
$468K - $540K
|
1K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
995+ 1.67% |
$466K - $537K
|
60.5K
$35.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
990+ 18.55% |
$464K - $534K
|
6.33K
$3.67M
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
986+ 4.35% |
$462K - $532K
|
23.6K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
980+ 6.19% |
$459K - $529K
|
16.8K
$9.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
976+ 118.73% |
$457K - $527K
|
1.8K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
974+ 4.95% |
$456K - $525K
|
20.6K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
970+ 41.77% |
$454K - $523K
|
3.29K
$1.91M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
967+ 78.05% |
$453K - $522K
|
2.21K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
962+ 3.15% |
$451K - $519K
|
31.5K
$18.2M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
961+ 85.27% |
$450K - $518K
|
2.09K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
955+ 29.33% |
$447K - $515K
|
4.21K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
946+ 18.07% |
$443K - $510K
|
6.18K
$3.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
944+ 2.27% |
$442K - $509K
|
42.5K
$24.6M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
944+ 1.63% |
$442K - $509K
|
59K
$34.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
944+ 0.72% |
$442K - $509K
|
132K
$76.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
943+ 18.46% |
$442K - $509K
|
6.05K
$3.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
943New |
$442K - $509K
|
943
$547K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
941+ 0.77% |
$441K - $508K
|
123K
$71.3M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
941+ 16.73% |
$441K - $508K
|
6.57K
$3.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
938+ 29.44% |
$439K - $506K
|
4.12K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
934+ 4.25% |
$437K - $504K
|
22.9K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
928+ 83.3% |
$435K - $501K
|
2.04K
$1.18M
|