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
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
115+ 1.83% |
$53.9K - $62K
|
6.4K
$3.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
115+ 2.8% |
$53.9K - $62K
|
4.22K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
115+ 2.95% |
$53.9K - $62K
|
4.02K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
114+ 10.58% |
$53.4K - $61.5K
|
1.19K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
114+ 4.91% |
$53.4K - $61.5K
|
2.43K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
113+ 28.11% |
$52.9K - $61K
|
515
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
113+ 1.61% |
$52.9K - $61K
|
7.12K
$3.96M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
113+ 2.74% |
$52.9K - $61K
|
4.24K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
113+ 9.54% |
$52.9K - $61K
|
1.3K
$721K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
112+ 1.12% |
$52.5K - $60.4K
|
10.1K
$5.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
110+ 2.3% |
$51.5K - $59.3K
|
4.9K
$2.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
109+ 5.84% |
$51K - $58.8K
|
1.98K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
109New |
$51K - $58.8K
|
109
$60.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
108+ 8.63% |
$50.6K - $58.3K
|
1.36K
$756K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
107+ 0.49% |
$50.1K - $57.7K
|
21.7K
$12.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
106+ 7.31% |
$49.6K - $57.2K
|
1.56K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
106+ 47.75% |
$49.6K - $57.2K
|
328
$182K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
105+ 16.61% |
$49.2K - $56.6K
|
737
$410K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
105+ 8.25% |
$49.2K - $56.6K
|
1.38K
$766K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
104+ 1.98% |
$48.7K - $56.1K
|
5.35K
$2.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
103+ 1.37% |
$48.2K - $55.6K
|
7.62K
$4.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
103+ 0.53% |
$48.2K - $55.6K
|
19.6K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
103+ 5.09% |
$48.2K - $55.6K
|
2.13K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
102+ 48.57% |
$47.8K - $55K
|
312
$174K
|
|
|
May 12, 2025
Q1 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
102+ 0.12% |
$47.8K - $55K
|
83.9K
$46.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
101+ 2.82% |
$47.3K - $54.5K
|
3.68K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
101+ 9.03% |
$47.3K - $54.5K
|
1.22K
$678K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
101+ 5.04% |
$47.3K - $54.5K
|
2.1K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
100+ 16.58% |
$46.8K - $54K
|
703
$391K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
100+ 5.92% |
$46.8K - $54K
|
1.79K
$996K
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
100+ 4.89% |
$46.8K - $54K
|
2.15K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
98+ 3.57% |
$45.9K - $52.9K
|
2.84K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
98+ 11.64% |
$45.9K - $52.9K
|
940
$523K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Mellon University
|
BUY
|
- |
98+ 0.16% |
$45.9K - $52.9K
|
60.9K
$33.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
97+ 1.59% |
$45.4K - $52.3K
|
6.18K
$3.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
97+ 8.88% |
$45.4K - $52.3K
|
1.19K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
97+ 18.37% |
$45.4K - $52.3K
|
625
$348K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
96+ 5.02% |
$45K - $51.8K
|
2.01K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
96+ 1.55% |
$45K - $51.8K
|
6.28K
$3.49M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
96+ 6.97% |
$45K - $51.8K
|
1.47K
$819K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
95+ 0.49% |
$44.5K - $51.3K
|
19.7K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
95+ 3.48% |
$44.5K - $51.3K
|
2.83K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
95+ 5.33% |
$44.5K - $51.3K
|
1.88K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
94+ 1.87% |
$44K - $50.7K
|
5.12K
$2.85M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
93+ 2.85% |
$43.6K - $50.2K
|
3.36K
$1.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
92+ 2.65% |
$43.1K - $49.6K
|
3.57K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
91+ 1.43% |
$42.6K - $49.1K
|
6.48K
$3.6M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
91+ 9.05% |
$42.6K - $49.1K
|
1.1K
$610K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
90+ 6.82% |
$42.2K - $48.6K
|
1.41K
$784K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
90+ 6.47% |
$42.2K - $48.6K
|
1.48K
$824K
|