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 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
120+ 3000.0% |
$56.2K - $64.7K
|
124
$70.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
119+ 26.15% |
$55.7K - $64.2K
|
574
$325K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
119+ 10.93% |
$55.7K - $64.2K
|
1.21K
$683K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
119+ 0.25% |
$55.7K - $64.2K
|
47K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
119+ 10.48% |
$55.7K - $64.2K
|
1.26K
$710K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
118+ 4.82% |
$55.3K - $63.7K
|
2.57K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
117+ 1.76% |
$54.8K - $63.1K
|
6.76K
$3.82M
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
117+ 5.98% |
$54.8K - $63.1K
|
2.08K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
116+ 8.64% |
$54.3K - $62.6K
|
1.46K
$825K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
116+ 2.18% |
$54.3K - $62.6K
|
5.43K
$3.07M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
116+ 8.07% |
$54.3K - $62.6K
|
1.55K
$878K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
115+ 1.97% |
$53.9K - $62K
|
5.94K
$3.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
115+ 1.83% |
$53.9K - $62K
|
6.4K
$3.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
115+ 2.8% |
$53.9K - $62K
|
4.22K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
115+ 2.95% |
$53.9K - $62K
|
4.02K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
114+ 10.58% |
$53.4K - $61.5K
|
1.19K
$674K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
114+ 4.91% |
$53.4K - $61.5K
|
2.43K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
113+ 28.11% |
$52.9K - $61K
|
515
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
113+ 1.61% |
$52.9K - $61K
|
7.12K
$4.03M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
113+ 2.74% |
$52.9K - $61K
|
4.24K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
113+ 9.54% |
$52.9K - $61K
|
1.3K
$734K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
112+ 1.12% |
$52.5K - $60.4K
|
10.1K
$5.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
110+ 2.3% |
$51.5K - $59.3K
|
4.9K
$2.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
109+ 5.84% |
$51K - $58.8K
|
1.98K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
109New |
$51K - $58.8K
|
109
$61.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
108+ 8.63% |
$50.6K - $58.3K
|
1.36K
$769K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
107+ 0.49% |
$50.1K - $57.7K
|
21.7K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
106+ 7.31% |
$49.6K - $57.2K
|
1.56K
$881K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
106+ 47.75% |
$49.6K - $57.2K
|
328
$186K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
105+ 16.61% |
$49.2K - $56.6K
|
737
$417K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
105+ 8.25% |
$49.2K - $56.6K
|
1.38K
$779K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
104+ 1.98% |
$48.7K - $56.1K
|
5.35K
$3.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
103+ 1.37% |
$48.2K - $55.6K
|
7.62K
$4.31M
|
|
|
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
$11.1M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
103+ 5.09% |
$48.2K - $55.6K
|
2.13K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
102+ 48.57% |
$47.8K - $55K
|
312
$176K
|
|
|
May 12, 2025
Q1 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
102+ 0.12% |
$47.8K - $55K
|
83.9K
$47.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
101+ 2.82% |
$47.3K - $54.5K
|
3.68K
$2.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
101+ 9.03% |
$47.3K - $54.5K
|
1.22K
$689K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
101+ 5.04% |
$47.3K - $54.5K
|
2.1K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
100+ 16.58% |
$46.8K - $54K
|
703
$398K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
100+ 5.92% |
$46.8K - $54K
|
1.79K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
100+ 4.89% |
$46.8K - $54K
|
2.15K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
98+ 3.57% |
$45.9K - $52.9K
|
2.84K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
98+ 11.64% |
$45.9K - $52.9K
|
940
$532K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Mellon University
|
BUY
|
- |
98+ 0.16% |
$45.9K - $52.9K
|
60.9K
$34.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
97+ 1.59% |
$45.4K - $52.3K
|
6.18K
$3.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
97+ 8.88% |
$45.4K - $52.3K
|
1.19K
$673K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
97+ 18.37% |
$45.4K - $52.3K
|
625
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
96+ 5.02% |
$45K - $51.8K
|
2.01K
$1.14M
|