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 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
23+ 0.61% |
$10.8K - $12.4K
|
3.81K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
23+ 8.91% |
$10.8K - $12.4K
|
281
$163K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23+ 0.41% |
$10.8K - $12.4K
|
5.67K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
22+ 0.27% |
$10.3K - $11.9K
|
8.17K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
22New |
$10.3K - $11.9K
|
22
$12.7K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
22+ 13.1% |
$10.3K - $11.9K
|
190
$110K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
21+ 0.21% |
$9.84K - $11.3K
|
10.2K
$5.93M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21+ 1.65% |
$9.84K - $11.3K
|
1.3K
$751K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
21+ 1.41% |
$9.84K - $11.3K
|
1.51K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
21+ 0.74% |
$9.84K - $11.3K
|
2.86K
$1.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
20+ 0.56% |
$9.37K - $10.8K
|
3.56K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
20+ 0.94% |
$9.37K - $10.8K
|
2.14K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
20+ 1.44% |
$9.37K - $10.8K
|
1.41K
$816K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
19+ 0.17% |
$8.9K - $10.3K
|
10.9K
$6.31M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
19+ 1.12% |
$8.9K - $10.3K
|
1.72K
$994K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
19+ 0.38% |
$8.9K - $10.3K
|
5K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
18+ 1.03% |
$8.43K - $9.71K
|
1.77K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
17+ 0.63% |
$7.96K - $9.17K
|
2.72K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17+ 0.94% |
$7.96K - $9.17K
|
1.83K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
17+ 4.09% |
$7.96K - $9.17K
|
433
$251K
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
17+ 0.03% |
$7.96K - $9.17K
|
58.7K
$34M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
16+ 3.42% |
$7.49K - $8.63K
|
484
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
16+ 0.24% |
$7.49K - $8.63K
|
6.68K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
16New |
$7.49K - $8.63K
|
16
$9.26K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
15+ 1.27% |
$7.03K - $8.09K
|
1.19K
$691K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
15+ 0.83% |
$7.03K - $8.09K
|
1.83K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
15+ 2.02% |
$7.03K - $8.09K
|
756
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
15+ 0.22% |
$7.03K - $8.09K
|
6.97K
$4.04M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
15+ 0.23% |
$7.03K - $8.09K
|
6.67K
$3.86M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
15+ 1.08% |
$7.03K - $8.09K
|
1.4K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
15+ 1.35% |
$7.03K - $8.09K
|
1.12K
$651K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
14+ 0.36% |
$6.56K - $7.55K
|
3.91K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
13+ 1.47% |
$6.09K - $7.01K
|
897
$519K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
13+ 3.77% |
$6.09K - $7.01K
|
358
$207K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
13+ 0.13% |
$6.09K - $7.01K
|
9.77K
$5.66M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13+ 0.55% |
$6.09K - $7.01K
|
2.36K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
13+ 0.25% |
$6.09K - $7.01K
|
5.3K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
13+ 0.81% |
$6.09K - $7.01K
|
1.62K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.07% |
$6.09K - $7.01K
|
19.7K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
13+ 0.15% |
$6.09K - $7.01K
|
8.91K
$5.16M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12+ 2.17% |
$5.62K - $6.47K
|
565
$327K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
12+ 2.25% |
$5.62K - $6.47K
|
546
$316K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
12+ 0.91% |
$5.62K - $6.47K
|
1.33K
$767K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
12+ 2.44% |
$5.62K - $6.47K
|
503
$291K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
12+ 0.8% |
$5.62K - $6.47K
|
1.51K
$872K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12+ 4.55% |
$5.62K - $6.47K
|
276
$160K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
11+ 0.23% |
$5.15K - $5.93K
|
4.73K
$2.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
11+ 0.51% |
$5.15K - $5.93K
|
2.19K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
11+ 0.65% |
$5.15K - $5.93K
|
1.72K
$993K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
11+ 1.15% |
$5.15K - $5.93K
|
971
$562K
|