Purchases and Sales Made in Q1 2025 in Invesco Qqq Trust, Series 1 (QQQ)

QQQ Quotes by TradingView

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
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
257
+ 16.52%
$120K - $139K
1.81K $1.01M
Apr 23, 2025 Q1 2025
Pure Financial Advisors, LLC

BUY
 -
255
+ 1.66%
$119K - $138K
15.6K $8.67M
May 08, 2025 Q1 2025
Howard Capital Management Inc.

BUY
 -
255
+ 0.01%
$119K - $138K
2.98M $1.66B
Jun 12, 2025 Q1 2025
Optima Capital LLC

Portland, OR
BUY
 -
255
+ 7.02%
$119K - $138K
3.89K $2.16M
Apr 30, 2025 Q1 2025
Rogco, LP

Claremore, OK
BUY
 -
254
+ 40.9%
$119K - $137K
875 $487K
May 15, 2025 Q1 2025
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
254
+ 6.77%
$119K - $137K
4K $2.23M
May 01, 2025 Q1 2025
Pya Waltman Capital, LLC

Knoxville, TN
BUY
 -
253
+ 13.45%
$118K - $136K
2.13K $1.19M
Apr 24, 2025 Q1 2025
Joel Isaacson & Co., LLC

BUY
 -
252
+ 0.98%
$118K - $136K
25.8K $14.4M
May 05, 2025 Q1 2025
Wealth Alliance

Mellville, NY
BUY
 -
252
+ 19.12%
$118K - $136K
1.57K $873K
Apr 21, 2025 Q1 2025
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
251
+ 52.18%
$118K - $135K
732 $407K
May 07, 2025 Q1 2025
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
250
+ 23.34%
$117K - $135K
1.32K $735K
May 09, 2025 Q1 2025
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
250
+ 0.64%
$117K - $135K
39.5K $22M
Apr 16, 2025 Q1 2025
Jacksonville Wealth Management, LLC

Jacksonville, FL
BUY
 -
248
+ 1.39%
$116K - $134K
18.1K $10.1M
Apr 22, 2025 Q1 2025
Lighthouse Wealth Management Inc.

Ashland, OH
BUY
 -
247
+ 0.92%
$116K - $133K
27.1K $15.1M
Apr 29, 2025 Q1 2025
Sharp Financial Services, LLC

Horsham, PA
BUY
 -
247
+ 33.93%
$116K - $133K
975 $542K
May 13, 2025 Q1 2025
Pinnacle Holdings, LLC

Tulsa, OK
BUY
 -
246
New
$115K - $133K
246 $137K
May 13, 2025 Q1 2025
Fairscale Capital, LLC

Nashua, NH
BUY
 -
246
+ 5.72%
$115K - $133K
4.55K $2.53M
May 08, 2025 Q1 2025
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
245
+ 1.03%
$115K - $132K
24.1K $13.4M
Apr 17, 2025 Q1 2025
Variant Private Wealth, LLC

Tysons, VA
BUY
 -
242
+ 22.39%
$113K - $131K
1.32K $736K
May 06, 2025 Q1 2025
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
241
+ 1.13%
$113K - $130K
21.6K $12M
Apr 16, 2025 Q1 2025
American Institute For Advanced Investment Management, LLP

BUY
 -
240
+ 22.33%
$112K - $129K
1.32K $731K
May 13, 2025 Q1 2025
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
240
+ 16.29%
$112K - $129K
1.71K $953K
Apr 14, 2025 Q1 2025
Griffith & Werner, Inc.

Canton, GA
BUY
 -
239
+ 20.95%
$112K - $129K
1.38K $768K
Apr 15, 2025 Q1 2025
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
239
+ 5.85%
$112K - $129K
4.32K $2.4M
Apr 28, 2025 Q1 2025
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
238
+ 9.54%
$111K - $128K
2.73K $1.52M
May 02, 2025 Q1 2025
Archvest Wealth Advisors, Inc.

BUY
 -
237
+ 16.76%
$111K - $128K
1.65K $918K
May 13, 2025 Q1 2025
Harfst & Associates, Inc.

BUY
 -
237
+ 0.45%
$111K - $128K
53.2K $29.6M
May 08, 2025 Q1 2025
Parkside Financial Bank & Trust

BUY
 -
236
+ 3.31%
$111K - $127K
7.36K $4.09M
Apr 28, 2025 Q1 2025
Capital Investment Counsel, Inc

BUY
 -
235
+ 37.6%
$110K - $127K
860 $478K
May 15, 2025 Q1 2025
Kiker Wealth Management, LLC

Jasper, GA
BUY
 -
233
New
$109K - $126K
233 $130K
May 15, 2025 Q1 2025
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
232
+ 1.36%
$109K - $125K
17.3K $9.64M
Apr 17, 2025 Q1 2025
Abound Wealth Management

Franklin, TN
BUY
 -
229
+ 8.04%
$107K - $124K
3.08K $1.71M
Apr 14, 2025 Q1 2025
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
228
+ 7.76%
$107K - $123K
3.17K $1.76M
May 12, 2025 Q1 2025
Koa Wealth Management, LLC

Encinitas, CA
BUY
 -
228
+ 25.31%
$107K - $123K
1.13K $628K
May 12, 2025 Q1 2025
Oak Harbor Wealth Partners, LLC

BUY
 -
226
+ 1.83%
$106K - $122K
12.6K $6.99M
May 15, 2025 Q1 2025
Tfg Advisers LLC

BUY
 -
226
+ 12.06%
$106K - $122K
2.1K $1.17M
May 05, 2025 Q1 2025
Covenant Asset Management, LLC

BUY
 -
225
+ 2.78%
$105K - $121K
8.32K $4.63M
May 15, 2025 Q1 2025
Connecticut Wealth Management, LLC

BUY
 -
225
+ 0.38%
$105K - $121K
59.6K $33.1M
Apr 24, 2025 Q1 2025
Aspect Partners, LLC

Fairfax, VA
BUY
 -
224
+ 10.12%
$105K - $121K
2.44K $1.36M
Apr 09, 2025 Q1 2025
Baker Tilly Wealth Management, LLC

BUY
 -
220
+ 1.7%
$103K - $119K
13.2K $7.33M
Apr 29, 2025 Q1 2025
Heritage Wealth Management, Inc.

Cincinnati, OH
BUY
 -
220
+ 31.93%
$103K - $119K
909 $506K
Apr 09, 2025 Q1 2025
Kwmg, LLC

BUY
 -
219
+ 0.44%
$103K - $118K
50.1K $27.9M
Apr 10, 2025 Q1 2025
Lake Street Financial LLC

BUY
 -
218
+ 0.59%
$102K - $118K
37.4K $20.8M
Apr 14, 2025 Q1 2025
Wealthcare Capital Partners, LLC

West Chester, PA
BUY
 -
218
+ 25.06%
$102K - $118K
1.09K $605K
May 13, 2025 Q1 2025
Schneider Downs Wealth Management Advisors, LP

BUY
 -
217
+ 18.16%
$102K - $117K
1.41K $785K
Apr 11, 2025 Q1 2025
Herbst Group, LLC

Westport, CT
BUY
 -
216
+ 1.71%
$101K - $117K
12.8K $7.14M
Apr 17, 2025 Q1 2025
Stewardship Advisors, LLC

BUY
 -
216
+ 7.33%
$101K - $117K
3.16K $1.76M
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
216
New
$101K - $117K
216 $120K
Apr 22, 2025 Q1 2025
Eq Wealth Advisors, LLC

Dallas, TX
BUY
 -
215
New
$101K - $116K
215 $120K

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