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 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
266+ 22.5% |
$125K - $144K
|
1.45K
$826K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
264+ 5.16% |
$124K - $142K
|
5.38K
$3.07M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
264+ 14.92% |
$124K - $142K
|
2.03K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
264+ 3.28% |
$124K - $142K
|
8.31K
$4.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
262+ 16.43% |
$123K - $141K
|
1.86K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
262+ 2.36% |
$123K - $141K
|
11.4K
$6.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
260+ 10.04% |
$122K - $140K
|
2.85K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
260+ 47.62% |
$122K - $140K
|
806
$460K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
258+ 1.86% |
$121K - $139K
|
14.1K
$8.04M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
258+ 5.56% |
$121K - $139K
|
4.9K
$2.79M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
257+ 12.31% |
$120K - $139K
|
2.35K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
257+ 16.52% |
$120K - $139K
|
1.81K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
255+ 1.66% |
$119K - $138K
|
15.6K
$8.89M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
255+ 0.01% |
$119K - $138K
|
2.98M
$1.7B
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
255+ 7.02% |
$119K - $138K
|
3.89K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
254+ 40.9% |
$119K - $137K
|
875
$499K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
254+ 6.77% |
$119K - $137K
|
4K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
253+ 13.45% |
$118K - $136K
|
2.13K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
252+ 0.98% |
$118K - $136K
|
25.8K
$14.7M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
252+ 19.12% |
$118K - $136K
|
1.57K
$896K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
251+ 52.18% |
$118K - $135K
|
732
$418K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
251+ 5.92% |
$118K - $135K
|
4.49K
$2.56M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
250+ 23.34% |
$117K - $135K
|
1.32K
$753K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
250+ 0.64% |
$117K - $135K
|
39.5K
$22.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
248+ 1.39% |
$116K - $134K
|
18.1K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
247+ 0.92% |
$116K - $133K
|
27.1K
$15.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
247+ 33.93% |
$116K - $133K
|
975
$556K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
246New |
$115K - $133K
|
246
$140K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
246+ 5.72% |
$115K - $133K
|
4.55K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
245+ 1.03% |
$115K - $132K
|
24.1K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
242+ 22.39% |
$113K - $131K
|
1.32K
$755K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
241+ 1.13% |
$113K - $130K
|
21.6K
$12.3M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
240+ 22.33% |
$112K - $129K
|
1.32K
$750K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
240+ 16.29% |
$112K - $129K
|
1.71K
$977K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
239+ 20.95% |
$112K - $129K
|
1.38K
$787K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
239+ 5.85% |
$112K - $129K
|
4.32K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
238+ 9.54% |
$111K - $128K
|
2.73K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
237+ 16.76% |
$111K - $128K
|
1.65K
$942K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
237+ 0.45% |
$111K - $128K
|
53.2K
$30.3M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
236+ 3.31% |
$111K - $127K
|
7.36K
$4.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
235+ 37.6% |
$110K - $127K
|
860
$491K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
233New |
$109K - $126K
|
233
$133K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 1.36% |
$109K - $125K
|
17.3K
$9.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
229+ 8.04% |
$107K - $124K
|
3.08K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
228+ 7.76% |
$107K - $123K
|
3.17K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
228+ 25.31% |
$107K - $123K
|
1.13K
$644K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
226+ 1.83% |
$106K - $122K
|
12.6K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
226+ 12.06% |
$106K - $122K
|
2.1K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
225+ 2.78% |
$105K - $121K
|
8.32K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
225+ 0.38% |
$105K - $121K
|
59.6K
$34M
|