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 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
73+ 4.82% |
$34.2K - $39.4K
|
1.59K
$898K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
73+ 0.24% |
$34.2K - $39.4K
|
31K
$17.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
72+ 1.56% |
$33.7K - $38.8K
|
4.69K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
72+ 2.52% |
$33.7K - $38.8K
|
2.93K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
72+ 4.08% |
$33.7K - $38.8K
|
1.84K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
71+ 2.53% |
$33.3K - $38.3K
|
2.87K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
71+ 10.5% |
$33.3K - $38.3K
|
747
$423K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
71+ 0.37% |
$33.3K - $38.3K
|
19.1K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
70+ 4.0% |
$32.8K - $37.8K
|
1.82K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 0.25% |
$32.8K - $37.8K
|
28.4K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
70+ 35.0% |
$32.8K - $37.8K
|
270
$153K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
70+ 3.98% |
$32.8K - $37.8K
|
1.83K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
69+ 11.22% |
$32.3K - $37.2K
|
684
$387K
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
69+ 0.27% |
$32.3K - $37.2K
|
26K
$14.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
68+ 11.79% |
$31.8K - $36.7K
|
645
$365K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
68+ 0.41% |
$31.8K - $36.7K
|
16.5K
$9.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
67+ 10.08% |
$31.4K - $36.1K
|
732
$414K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
67+ 2.0% |
$31.4K - $36.1K
|
3.41K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
67+ 6.67% |
$31.4K - $36.1K
|
1.07K
$606K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
66+ 15.31% |
$30.9K - $35.6K
|
497
$281K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
66+ 14.86% |
$30.9K - $35.6K
|
510
$288K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
65+ 5.42% |
$30.4K - $35.1K
|
1.27K
$716K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
65+ 6.76% |
$30.4K - $35.1K
|
1.03K
$580K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
65+ 17.11% |
$30.4K - $35.1K
|
445
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
65+ 4.03% |
$30.4K - $35.1K
|
1.68K
$948K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
65+ 6.76% |
$30.4K - $35.1K
|
1.03K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
65+ 39.63% |
$30.4K - $35.1K
|
229
$130K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
65+ 3.16% |
$30.4K - $35.1K
|
2.12K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
65+ 0.97% |
$30.4K - $35.1K
|
6.77K
$3.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
64+ 1.51% |
$30K - $34.5K
|
4.32K
$2.44M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
64+ 0.78% |
$30K - $34.5K
|
8.31K
$4.7M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
64+ 0.31% |
$30K - $34.5K
|
20.8K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
64+ 32.0% |
$30K - $34.5K
|
264
$149K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
63+ 1.3% |
$29.5K - $34K
|
4.92K
$2.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
63+ 1.75% |
$29.5K - $34K
|
3.66K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
60+ 7.89% |
$28.1K - $32.4K
|
820
$464K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
60+ 2.32% |
$28.1K - $32.4K
|
2.65K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
60+ 1.29% |
$28.1K - $32.4K
|
4.71K
$2.67M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
60+ 4.22% |
$28.1K - $32.4K
|
1.48K
$838K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
60+ 13.04% |
$28.1K - $32.4K
|
520
$294K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
60+ 9.26% |
$28.1K - $32.4K
|
708
$400K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
60+ 5.55% |
$28.1K - $32.4K
|
1.14K
$646K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
59+ 1.03% |
$27.6K - $31.8K
|
5.77K
$3.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
58+ 2.85% |
$27.2K - $31.3K
|
2.09K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
58+ 6.55% |
$27.2K - $31.3K
|
943
$533K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
56+ 0.52% |
$26.2K - $30.2K
|
10.9K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
56+ 6.9% |
$26.2K - $30.2K
|
868
$491K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
55+ 3.38% |
$25.8K - $29.7K
|
1.68K
$953K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
55+ 13.48% |
$25.8K - $29.7K
|
463
$262K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
55+ 1.03% |
$25.8K - $29.7K
|
5.42K
$3.07M
|