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 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
10+ 0.72% |
$4.68K - $5.4K
|
1.4K
$776K
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
10+ 34.48% |
$4.68K - $5.4K
|
39
$21.7K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
10+ 0.42% |
$4.68K - $5.4K
|
2.4K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.35% |
$4.68K - $5.4K
|
2.83K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9+ 0.37% |
$4.22K - $4.86K
|
2.45K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
9+ 0.28% |
$4.22K - $4.86K
|
3.27K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
9+ 1.15% |
$4.22K - $4.86K
|
795
$442K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
9+ 0.49% |
$4.22K - $4.86K
|
1.86K
$1.03M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
9+ 2.48% |
$4.22K - $4.86K
|
372
$207K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 1.74% |
$3.75K - $4.32K
|
468
$260K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
8+ 1.13% |
$3.75K - $4.32K
|
716
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8+ 0.26% |
$3.75K - $4.32K
|
3.03K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
8+ 0.41% |
$3.75K - $4.32K
|
1.98K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8+ 1.9% |
$3.75K - $4.32K
|
428
$238K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
8+ 1.14% |
$3.75K - $4.32K
|
708
$394K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8+ 1.24% |
$3.75K - $4.32K
|
654
$364K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
8+ 0.37% |
$3.75K - $4.32K
|
2.15K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
7+ 0.18% |
$3.28K - $3.78K
|
3.8K
$2.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
7+ 1.49% |
$3.28K - $3.78K
|
476
$265K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
7+ 2.43% |
$3.28K - $3.78K
|
295
$164K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7New |
$3.28K - $3.78K
|
7
$3.89K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
7+ 0.57% |
$3.28K - $3.78K
|
1.23K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7+ 0.33% |
$3.28K - $3.78K
|
2.12K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7+ 1.52% |
$3.28K - $3.78K
|
467
$260K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
7+ 0.1% |
$3.28K - $3.78K
|
7.15K
$3.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6+ 0.07% |
$2.81K - $3.24K
|
8.71K
$4.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6+ 0.06% |
$2.81K - $3.24K
|
10.7K
$5.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6+ 1.12% |
$2.81K - $3.24K
|
543
$302K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6+ 1.02% |
$2.81K - $3.24K
|
592
$329K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6+ 0.79% |
$2.81K - $3.24K
|
766
$426K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
6+ 0.47% |
$2.81K - $3.24K
|
1.3K
$721K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5+ 0.69% |
$2.34K - $2.7K
|
729
$405K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
5+ 0.28% |
$2.34K - $2.7K
|
1.8K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
5+ 0.14% |
$2.34K - $2.7K
|
3.62K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5+ 4.0% |
$2.34K - $2.7K
|
130
$72.3K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
5+ 0.33% |
$2.34K - $2.7K
|
1.53K
$850K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$1.87K - $2.16K
|
7.98K
$4.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.1% |
$1.87K - $2.16K
|
3.96K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4+ 0.79% |
$1.87K - $2.16K
|
512
$285K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 0.56% |
$1.87K - $2.16K
|
724
$403K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.23% |
$1.41K - $1.62K
|
1.28K
$714K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3+ 0.07% |
$1.41K - $1.62K
|
4.29K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3+ 0.6% |
$1.41K - $1.62K
|
503
$280K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3New |
$1.41K - $1.62K
|
3
$1.67K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3+ 17.65% |
$1.41K - $1.62K
|
20
$11.1K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3+ 0.48% |
$1.41K - $1.62K
|
624
$347K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3+ 0.12% |
$1.41K - $1.62K
|
2.45K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
3+ 0.13% |
$1.41K - $1.62K
|
2.31K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3+ 300.0% |
$1.41K - $1.62K
|
4
$2.22K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.3% |
$1.41K - $1.62K
|
988
$550K
|