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 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
560+ 2.4% |
$262K - $302K
|
23.9K
$13.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
558+ 2.97% |
$261K - $301K
|
19.3K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
558+ 25.43% |
$261K - $301K
|
2.75K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
554+ 5.72% |
$259K - $299K
|
10.2K
$5.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
550+ 4.45% |
$258K - $297K
|
12.9K
$7.49M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
550+ 0.54% |
$258K - $297K
|
102K
$59.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
547New |
$256K - $295K
|
547
$317K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
547+ 29.74% |
$256K - $295K
|
2.39K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
543+ 3.07% |
$254K - $293K
|
18.2K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
542+ 16.42% |
$254K - $292K
|
3.84K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
541+ 9.32% |
$253K - $292K
|
6.34K
$3.68M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
540New |
$253K - $291K
|
540
$313K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
540New |
$253K - $291K
|
540
$313K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
539+ 4.63% |
$252K - $291K
|
12.2K
$7.07M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
538+ 54.67% |
$252K - $290K
|
1.52K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
536+ 4.62% |
$251K - $289K
|
12.1K
$7.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
532New |
$249K - $287K
|
532
$309K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
532New |
$249K - $287K
|
532
$309K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
530+ 2.96% |
$248K - $286K
|
18.4K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
528+ 6.04% |
$247K - $285K
|
9.27K
$5.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
526New |
$246K - $284K
|
526
$305K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
525+ 7.16% |
$246K - $283K
|
7.86K
$4.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
521+ 55.43% |
$244K - $281K
|
1.46K
$847K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
518+ 2.28% |
$243K - $279K
|
23.2K
$13.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
516+ 3.91% |
$242K - $278K
|
13.7K
$7.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
515New |
$241K - $278K
|
515
$299K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
515+ 26.2% |
$241K - $278K
|
2.48K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
511+ 8516.67% |
$239K - $276K
|
517
$300K
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
511New |
$239K - $276K
|
511
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
508+ 11.39% |
$238K - $274K
|
4.97K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
507+ 9.15% |
$237K - $274K
|
6.05K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
506+ 2.26% |
$237K - $273K
|
22.9K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
505+ 14.32% |
$237K - $272K
|
4.03K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
504+ 2.66% |
$236K - $272K
|
19.5K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
503New |
$236K - $271K
|
503
$292K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
502+ 23.81% |
$235K - $271K
|
2.61K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
500New |
$234K - $270K
|
500
$290K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
500New |
$234K - $270K
|
500
$290K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
500+ 6.59% |
$234K - $270K
|
8.08K
$4.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
498New |
$233K - $269K
|
498
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
496+ 1.84% |
$232K - $268K
|
27.5K
$15.9M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
491+ 7.67% |
$230K - $265K
|
6.89K
$4M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
490+ 27.21% |
$229K - $264K
|
2.29K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
490+ 45.5% |
$229K - $264K
|
1.57K
$909K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
489+ 4.75% |
$229K - $264K
|
10.8K
$6.25M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
487+ 3.85% |
$228K - $263K
|
13.1K
$7.61M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
487New |
$228K - $263K
|
487
$282K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
486+ 51.0% |
$228K - $262K
|
1.44K
$835K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
485+ 7.39% |
$227K - $262K
|
7.05K
$4.09M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
485+ 16.66% |
$227K - $262K
|
3.4K
$1.97M
|