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 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
96+ 1.55% |
$45K - $51.8K
|
6.28K
$3.55M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
96+ 6.97% |
$45K - $51.8K
|
1.47K
$833K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
95+ 0.49% |
$44.5K - $51.3K
|
19.7K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
95+ 3.48% |
$44.5K - $51.3K
|
2.83K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
95+ 5.33% |
$44.5K - $51.3K
|
1.88K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
94+ 1.87% |
$44K - $50.7K
|
5.12K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
93+ 2.85% |
$43.6K - $50.2K
|
3.36K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
92+ 2.65% |
$43.1K - $49.6K
|
3.57K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
91+ 1.43% |
$42.6K - $49.1K
|
6.48K
$3.66M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
91+ 9.05% |
$42.6K - $49.1K
|
1.1K
$620K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
90+ 6.82% |
$42.2K - $48.6K
|
1.41K
$798K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
90+ 6.47% |
$42.2K - $48.6K
|
1.48K
$838K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
90+ 1.99% |
$42.2K - $48.6K
|
4.61K
$2.61M
|
|
|
Aug 06, 2025
Q1 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
90+ 1.22% |
$42.2K - $48.6K
|
7.49K
$4.23M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
88+ 3.21% |
$41.2K - $47.5K
|
2.83K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
88+ 12.83% |
$41.2K - $47.5K
|
774
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
87+ 3.11% |
$40.7K - $46.9K
|
2.88K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
87+ 1.84% |
$40.7K - $46.9K
|
4.82K
$2.73M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
87+ 5.09% |
$40.7K - $46.9K
|
1.8K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
87+ 5.07% |
$40.7K - $46.9K
|
1.8K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
86+ 0.83% |
$40.3K - $46.4K
|
10.4K
$5.88M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
86+ 17.48% |
$40.3K - $46.4K
|
578
$327K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
86+ 0.43% |
$40.3K - $46.4K
|
20.1K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
85+ 20.88% |
$39.8K - $45.9K
|
492
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
84+ 1.12% |
$39.3K - $45.3K
|
7.55K
$4.27M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
83+ 1.04% |
$38.9K - $44.8K
|
8.09K
$4.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
82+ 4.85% |
$38.4K - $44.2K
|
1.77K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
81+ 3.25% |
$37.9K - $43.7K
|
2.57K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
81+ 14.41% |
$37.9K - $43.7K
|
643
$364K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
80+ 1.39% |
$37.5K - $43.2K
|
5.85K
$3.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
80+ 10.03% |
$37.5K - $43.2K
|
878
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
80+ 0.3% |
$37.5K - $43.2K
|
26.7K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
80+ 3.56% |
$37.5K - $43.2K
|
2.33K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
79+ 0.74% |
$37K - $42.6K
|
10.8K
$6.12M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
79+ 15.46% |
$37K - $42.6K
|
590
$334K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
79+ 4.39% |
$37K - $42.6K
|
1.88K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
79+ 2.25% |
$37K - $42.6K
|
3.59K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
79+ 0.51% |
$37K - $42.6K
|
15.4K
$8.72M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
79+ 18.12% |
$37K - $42.6K
|
515
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
78+ 5.55% |
$36.5K - $42.1K
|
1.48K
$839K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
77+ 13.53% |
$36.1K - $41.5K
|
646
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
76+ 6.86% |
$35.6K - $41K
|
1.18K
$670K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
76+ 5.1% |
$35.6K - $41K
|
1.57K
$886K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
75+ 2.85% |
$35.1K - $40.5K
|
2.71K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
75+ 7.23% |
$35.1K - $40.5K
|
1.11K
$629K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
74New |
$34.7K - $39.9K
|
74
$41.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
74+ 14.48% |
$34.7K - $39.9K
|
585
$331K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
74+ 0.77% |
$34.7K - $39.9K
|
9.66K
$5.46M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
73+ 5.73% |
$34.2K - $39.4K
|
1.35K
$762K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
73+ 1.75% |
$34.2K - $39.4K
|
4.25K
$2.4M
|