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 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
666+ 5.99% |
$312K - $359K
|
11.8K
$6.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
657+ 9.85% |
$308K - $354K
|
7.33K
$4.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
657+ 8.93% |
$308K - $354K
|
8.02K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
656+ 2.05% |
$307K - $354K
|
32.7K
$19M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
648+ 10.89% |
$303K - $350K
|
6.6K
$3.83M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
647+ 3.71% |
$303K - $349K
|
18.1K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
645+ 3.24% |
$302K - $348K
|
20.5K
$11.9M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
642New |
$301K - $346K
|
642
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
636New |
$298K - $343K
|
636
$369K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
635+ 12.12% |
$297K - $343K
|
5.88K
$3.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
624+ 43.21% |
$292K - $337K
|
2.07K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
619+ 59.46% |
$290K - $334K
|
1.66K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
618+ 1.86% |
$289K - $333K
|
33.8K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
616New |
$288K - $332K
|
616
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
615+ 2.75% |
$288K - $332K
|
23K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
614+ 354.91% |
$288K - $331K
|
787
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
612New |
$287K - $330K
|
612
$355K
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
612+ 46.54% |
$287K - $330K
|
1.93K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
610+ 6.75% |
$286K - $329K
|
9.65K
$5.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
609+ 8.26% |
$285K - $329K
|
7.98K
$4.63M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
608+ 2.44% |
$285K - $328K
|
25.5K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
607+ 14.22% |
$284K - $327K
|
4.88K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
605+ 31.68% |
$283K - $326K
|
2.52K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
605+ 7.06% |
$283K - $326K
|
9.17K
$5.32M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
605+ 8.43% |
$283K - $326K
|
7.78K
$4.51M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
600New |
$281K - $324K
|
600
$348K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
598+ 1.09% |
$280K - $323K
|
55.5K
$32.2M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
597+ 3.6% |
$280K - $322K
|
17.2K
$9.98M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
597New |
$280K - $322K
|
597
$346K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
594+ 40.71% |
$278K - $320K
|
2.05K
$1.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
594New |
$278K - $320K
|
594
$345K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
592+ 0.16% |
$277K - $319K
|
382K
$221M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
590+ 10.91% |
$276K - $318K
|
6K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
585+ 8.19% |
$274K - $316K
|
7.73K
$4.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
583New |
$273K - $315K
|
583
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
581+ 1.56% |
$272K - $313K
|
37.7K
$21.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
579+ 4.7% |
$271K - $312K
|
12.9K
$7.48M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
579New |
$271K - $312K
|
579
$336K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
579+ 2.05% |
$271K - $312K
|
28.9K
$16.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
577New |
$270K - $311K
|
577
$335K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
577+ 74.16% |
$270K - $311K
|
1.36K
$786K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
576New |
$270K - $311K
|
576
$334K
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
570+ 2.22% |
$267K - $308K
|
26.2K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
567+ 5.42% |
$266K - $306K
|
11K
$6.4M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
567+ 2.93% |
$266K - $306K
|
19.9K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
564+ 2.9% |
$264K - $304K
|
20K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
564+ 2.83% |
$264K - $304K
|
20.5K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
563+ 3.66% |
$264K - $304K
|
16K
$9.25M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
562+ 31.84% |
$263K - $303K
|
2.33K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
561+ 5.78% |
$263K - $303K
|
10.3K
$5.96M
|