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
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
321+ 0.75% |
$150K - $173K
|
43.4K
$24.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
320+ 7.46% |
$150K - $173K
|
4.61K
$2.63M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
319+ 1.89% |
$149K - $172K
|
17.2K
$9.83M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
317New |
$148K - $171K
|
317
$181K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
316+ 5.51% |
$148K - $170K
|
6.05K
$3.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
315+ 8.78% |
$148K - $170K
|
3.9K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
314+ 35.08% |
$147K - $169K
|
1.21K
$690K
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
313+ 71.95% |
$147K - $169K
|
748
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
313+ 27.48% |
$147K - $169K
|
1.45K
$828K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
311+ 9.56% |
$146K - $168K
|
3.56K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
310+ 51.24% |
$145K - $167K
|
915
$522K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
309+ 5.25% |
$145K - $167K
|
6.19K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
309+ 23.09% |
$145K - $167K
|
1.65K
$939K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
308+ 5.45% |
$144K - $166K
|
5.96K
$3.4M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
308+ 26.46% |
$144K - $166K
|
1.47K
$840K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
306+ 1.45% |
$143K - $165K
|
21.4K
$12.2M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
304+ 1.41% |
$142K - $164K
|
21.9K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
302+ 6.9% |
$141K - $163K
|
4.68K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300+ 2.81% |
$141K - $162K
|
11K
$6.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
297+ 29.23% |
$139K - $160K
|
1.31K
$749K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
296+ 0.84% |
$139K - $160K
|
35.5K
$20.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
296+ 27.79% |
$139K - $160K
|
1.36K
$776K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
292+ 0.99% |
$137K - $158K
|
29.7K
$17M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
290+ 27.97% |
$136K - $156K
|
1.33K
$757K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
290+ 7.42% |
$136K - $156K
|
4.2K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
288+ 23.51% |
$135K - $155K
|
1.51K
$863K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
287+ 0.93% |
$134K - $155K
|
31.1K
$17.7M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
286+ 1.01% |
$134K - $154K
|
28.5K
$16.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
283+ 0.57% |
$133K - $153K
|
50K
$28.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
282+ 1.94% |
$132K - $152K
|
14.9K
$8.47M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
282+ 15.15% |
$132K - $152K
|
2.14K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
282+ 27.25% |
$132K - $152K
|
1.32K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
282+ 7.84% |
$132K - $152K
|
3.88K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
281+ 7.54% |
$132K - $152K
|
4.01K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
281+ 60.82% |
$132K - $152K
|
743
$424K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
278+ 9.33% |
$130K - $150K
|
3.26K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
277+ 29.63% |
$130K - $149K
|
1.21K
$691K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
276+ 3.2% |
$129K - $149K
|
8.89K
$5.07M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
275+ 42.37% |
$129K - $148K
|
924
$527K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
273New |
$128K - $147K
|
273
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
270+ 7.49% |
$126K - $146K
|
3.87K
$2.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
270+ 214.29% |
$126K - $146K
|
396
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
270+ 71.43% |
$126K - $146K
|
648
$370K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
270+ 2.41% |
$126K - $146K
|
11.5K
$6.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
269+ 7.07% |
$126K - $145K
|
4.07K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
269+ 18.86% |
$126K - $145K
|
1.7K
$967K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
269+ 3.55% |
$126K - $145K
|
7.84K
$4.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
268+ 2.23% |
$126K - $145K
|
12.3K
$7M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
267+ 9.77% |
$125K - $144K
|
3K
$1.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
266+ 7.06% |
$125K - $144K
|
4.04K
$2.3M
|