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 14, 2025
Q1 2025
|
Little Harbor Advisors, LLC
|
BUY
|
- |
804+ 3.44% |
$377K - $434K
|
24.1K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
802+ 12.4% |
$376K - $433K
|
7.27K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
800+ 144.67% |
$375K - $432K
|
1.35K
$785K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
795+ 11.8% |
$372K - $429K
|
7.53K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
791+ 1.39% |
$370K - $427K
|
57.6K
$33.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
788+ 17.77% |
$369K - $425K
|
5.22K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
783+ 18.04% |
$367K - $422K
|
5.12K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
782New |
$366K - $422K
|
782
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
777+ 2.56% |
$364K - $419K
|
31.2K
$18.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
777+ 2.59% |
$364K - $419K
|
30.8K
$17.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
774+ 3.97% |
$362K - $418K
|
20.3K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
771New |
$361K - $416K
|
771
$447K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
762+ 2.81% |
$357K - $411K
|
27.9K
$16.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
755+ 6.17% |
$354K - $407K
|
13K
$7.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
751+ 15.03% |
$352K - $405K
|
5.75K
$3.33M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
745+ 1.61% |
$349K - $402K
|
47K
$27.3M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
734+ 5.2% |
$344K - $396K
|
14.8K
$8.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
732+ 1.3% |
$343K - $395K
|
56.9K
$33M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
731+ 2.65% |
$342K - $394K
|
28.4K
$16.5M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
727+ 0.54% |
$340K - $392K
|
135K
$78.5M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
726+ 8.99% |
$340K - $392K
|
8.8K
$5.11M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
723+ 5.12% |
$339K - $390K
|
14.8K
$8.61M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
721+ 0.89% |
$338K - $389K
|
81.8K
$47.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
717+ 1.84% |
$336K - $387K
|
39.7K
$23M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
713+ 5.47% |
$334K - $385K
|
13.7K
$7.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
709+ 10.8% |
$332K - $383K
|
7.27K
$4.22M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
709+ 1.07% |
$332K - $383K
|
67.3K
$39M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
704+ 77.62% |
$330K - $380K
|
1.61K
$934K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
703+ 0.96% |
$329K - $379K
|
73.7K
$42.8M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
703+ 39.1% |
$329K - $379K
|
2.5K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
700New |
$328K - $378K
|
700
$406K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
696+ 202.33% |
$326K - $376K
|
1.04K
$603K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
695+ 0.71% |
$325K - $375K
|
98.7K
$57.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
694+ 31.12% |
$325K - $374K
|
2.92K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
692+ 8.37% |
$324K - $373K
|
8.96K
$5.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
691New |
$324K - $373K
|
691
$401K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
690+ 3.6% |
$323K - $372K
|
19.9K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
688New |
$322K - $371K
|
688
$399K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
686+ 12.03% |
$321K - $370K
|
6.39K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
685+ 3.07% |
$321K - $370K
|
23K
$13.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
684+ 0.74% |
$320K - $369K
|
92.7K
$53.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
683+ 32.2% |
$320K - $368K
|
2.8K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
682+ 17.18% |
$319K - $368K
|
4.65K
$2.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
680+ 7.09% |
$318K - $367K
|
10.3K
$5.96M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
680+ 19.58% |
$318K - $367K
|
4.15K
$2.41M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
680+ 1.66% |
$318K - $367K
|
41.8K
$24.2M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
673New |
$315K - $363K
|
673
$390K
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
671New |
$314K - $362K
|
671
$389K
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
668+ 2.38% |
$313K - $360K
|
28.8K
$16.7M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
667+ 36.29% |
$312K - $360K
|
2.51K
$1.45M
|