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
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
174+ 6.1% |
$81.5K - $93.9K
|
3.03K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
173+ 1.43% |
$81K - $93.3K
|
12.3K
$6.84M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
173+ 4.65% |
$81K - $93.3K
|
3.9K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
172+ 0.62% |
$80.6K - $92.8K
|
28.1K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
172New |
$80.6K - $92.8K
|
172
$95.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
170+ 2.96% |
$79.6K - $91.7K
|
5.91K
$3.29M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
170+ 13.71% |
$79.6K - $91.7K
|
1.41K
$784K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
170+ 19.72% |
$79.6K - $91.7K
|
1.03K
$574K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
169+ 1.4% |
$79.1K - $91.2K
|
12.2K
$6.79M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
168+ 4.37% |
$78.7K - $90.6K
|
4.01K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
167+ 4.07% |
$78.2K - $90.1K
|
4.27K
$2.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
166+ 24.06% |
$77.7K - $89.6K
|
856
$476K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
166+ 8.46% |
$77.7K - $89.6K
|
2.13K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
166+ 0.74% |
$77.7K - $89.6K
|
22.5K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
165+ 916.67% |
$77.3K - $89K
|
183
$102K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
165New |
$77.3K - $89K
|
165
$91.8K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
165+ 9.03% |
$77.3K - $89K
|
1.99K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
165+ 2.8% |
$77.3K - $89K
|
6.06K
$3.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
164+ 1.82% |
$76.8K - $88.5K
|
9.19K
$5.11M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
163+ 8.73% |
$76.3K - $87.9K
|
2.03K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
161+ 56.49% |
$75.4K - $86.9K
|
446
$248K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
161+ 38.98% |
$75.4K - $86.9K
|
574
$319K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
160New |
$74.9K - $86.3K
|
160
$89K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
159+ 2.77% |
$74.5K - $85.8K
|
5.9K
$3.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
159+ 9.97% |
$74.5K - $85.8K
|
1.75K
$976K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
158+ 1.37% |
$74K - $85.2K
|
11.7K
$6.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
157+ 1.65% |
$73.5K - $84.7K
|
9.68K
$5.39M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
156+ 11.95% |
$73.1K - $84.2K
|
1.46K
$813K
|
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
156+ 5.27% |
$73.1K - $84.2K
|
3.12K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
155+ 20.29% |
$72.6K - $83.6K
|
919
$511K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
155+ 2.07% |
$72.6K - $83.6K
|
7.64K
$4.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
154+ 5.46% |
$72.1K - $83.1K
|
2.97K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
154+ 10.91% |
$72.1K - $83.1K
|
1.57K
$871K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
153+ 17.85% |
$71.7K - $82.5K
|
1.01K
$562K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
152+ 7.99% |
$71.2K - $82K
|
2.06K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
152+ 7.08% |
$71.2K - $82K
|
2.3K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
151+ 0.9% |
$70.7K - $81.5K
|
16.9K
$9.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
151+ 34.71% |
$70.7K - $81.5K
|
586
$326K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
151+ 4.38% |
$70.7K - $81.5K
|
3.6K
$2M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
150+ 3.52% |
$70.3K - $80.9K
|
4.42K
$2.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
149+ 18.49% |
$69.8K - $80.4K
|
955
$531K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
149New |
$69.8K - $80.4K
|
149
$82.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
148+ 31.62% |
$69.3K - $79.8K
|
616
$343K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
147+ 34.03% |
$68.8K - $79.3K
|
579
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
146+ 4.65% |
$68.4K - $78.8K
|
3.29K
$1.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
145+ 3.14% |
$67.9K - $78.2K
|
4.76K
$2.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
145+ 4.56% |
$67.9K - $78.2K
|
3.32K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
144+ 35.82% |
$67.4K - $77.7K
|
546
$304K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
143+ 0.84% |
$67K - $77.2K
|
17.2K
$9.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
140+ 22.76% |
$65.6K - $75.5K
|
755
$420K
|