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 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
185+ 8.37% |
$86.6K - $99.8K
|
2.4K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
183+ 3.08% |
$85.7K - $98.7K
|
6.13K
$3.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
183New |
$85.7K - $98.7K
|
183
$104K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
182+ 1.08% |
$85.2K - $98.2K
|
17.1K
$9.66M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
182+ 34.4% |
$85.2K - $98.2K
|
711
$402K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
181+ 3.66% |
$84.8K - $97.7K
|
5.12K
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
180+ 2.45% |
$84.3K - $97.1K
|
7.52K
$4.25M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
179+ 1.06% |
$83.8K - $96.6K
|
17.1K
$9.68M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
179+ 17.5% |
$83.8K - $96.6K
|
1.2K
$680K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
178+ 7.15% |
$83.4K - $96K
|
2.67K
$1.51M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
178+ 25.04% |
$83.4K - $96K
|
889
$503K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
174+ 6.1% |
$81.5K - $93.9K
|
3.03K
$1.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
173+ 1.43% |
$81K - $93.3K
|
12.3K
$6.95M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
173+ 4.65% |
$81K - $93.3K
|
3.9K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
172+ 0.62% |
$80.6K - $92.8K
|
28.1K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
172New |
$80.6K - $92.8K
|
172
$97.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
170+ 2.96% |
$79.6K - $91.7K
|
5.91K
$3.34M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
170+ 13.71% |
$79.6K - $91.7K
|
1.41K
$798K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
170+ 19.72% |
$79.6K - $91.7K
|
1.03K
$584K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
169+ 1.4% |
$79.1K - $91.2K
|
12.2K
$6.91M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
168+ 4.37% |
$78.7K - $90.6K
|
4.01K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
167+ 4.07% |
$78.2K - $90.1K
|
4.27K
$2.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
166+ 24.06% |
$77.7K - $89.6K
|
856
$484K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
166+ 8.46% |
$77.7K - $89.6K
|
2.13K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
166+ 0.74% |
$77.7K - $89.6K
|
22.5K
$12.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
165+ 916.67% |
$77.3K - $89K
|
183
$104K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
165New |
$77.3K - $89K
|
165
$93.3K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
165+ 9.03% |
$77.3K - $89K
|
1.99K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
165+ 2.8% |
$77.3K - $89K
|
6.06K
$3.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
164+ 1.82% |
$76.8K - $88.5K
|
9.19K
$5.2M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
163+ 8.73% |
$76.3K - $87.9K
|
2.03K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
161+ 56.49% |
$75.4K - $86.9K
|
446
$252K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
161+ 38.98% |
$75.4K - $86.9K
|
574
$325K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
160New |
$74.9K - $86.3K
|
160
$90.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
159+ 2.77% |
$74.5K - $85.8K
|
5.9K
$3.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
159+ 9.97% |
$74.5K - $85.8K
|
1.75K
$992K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
158+ 1.37% |
$74K - $85.2K
|
11.7K
$6.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
157+ 1.65% |
$73.5K - $84.7K
|
9.68K
$5.48M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
156+ 11.95% |
$73.1K - $84.2K
|
1.46K
$826K
|
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
156+ 5.27% |
$73.1K - $84.2K
|
3.12K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
155+ 20.29% |
$72.6K - $83.6K
|
919
$520K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
155+ 2.07% |
$72.6K - $83.6K
|
7.64K
$4.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
154+ 5.46% |
$72.1K - $83.1K
|
2.97K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
154+ 10.91% |
$72.1K - $83.1K
|
1.57K
$886K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
153+ 17.85% |
$71.7K - $82.5K
|
1.01K
$571K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
152+ 7.99% |
$71.2K - $82K
|
2.06K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
152+ 7.08% |
$71.2K - $82K
|
2.3K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
151+ 0.9% |
$70.7K - $81.5K
|
16.9K
$9.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
151+ 34.71% |
$70.7K - $81.5K
|
586
$331K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
151+ 4.38% |
$70.7K - $81.5K
|
3.6K
$2.04M
|