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 |
|---|---|---|---|---|---|---|---|
|
Aug 25, 2025
Q1 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-8- 0.61% |
$3.75K - $4.32K
|
1.3K
$754K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-9- 1.41% |
$4.22K - $4.86K
|
631
$365K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9- 0.42% |
$4.22K - $4.86K
|
2.13K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-9- 0.97% |
$4.22K - $4.86K
|
919
$532K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-9- 4.39% |
$4.22K - $4.86K
|
196
$113K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-9- 0.15% |
$4.22K - $4.86K
|
5.9K
$3.41M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-9- 0.68% |
$4.22K - $4.86K
|
1.32K
$764K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-9- 1.62% |
$4.22K - $4.86K
|
546
$316K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.28% |
$4.22K - $4.86K
|
3.23K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-10- 1.03% |
$4.68K - $5.4K
|
957
$554K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-10- 0.12% |
$4.68K - $5.4K
|
8.58K
$4.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-10- 0.56% |
$4.68K - $5.4K
|
1.77K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-10- 0.33% |
$4.68K - $5.4K
|
3K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-10- 1.18% |
$4.68K - $5.4K
|
840
$486K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-10- 1.82% |
$4.68K - $5.4K
|
538
$311K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-10- 0.59% |
$4.68K - $5.4K
|
1.68K
$972K
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-10- 1.08% |
$4.68K - $5.4K
|
915
$530K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-10- 0.26% |
$4.68K - $5.4K
|
3.89K
$2.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-11- 0.85% |
$5.15K - $5.93K
|
1.29K
$744K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-11- 0.69% |
$5.15K - $5.93K
|
1.57K
$910K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-11- 0.47% |
$5.15K - $5.93K
|
2.34K
$1.35M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-11- 0.31% |
$5.15K - $5.93K
|
3.51K
$2.03M
|
|
|
Aug 14, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-11- 50.0% |
$5.15K - $5.93K
|
11
$6.37K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-12- 1.4% |
$5.62K - $6.47K
|
843
$488K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-12- 0.03% |
$5.62K - $6.47K
|
42.4K
$24.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-12- 19.67% |
$5.62K - $6.47K
|
49
$28.4K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-12- 0.94% |
$5.62K - $6.47K
|
1.27K
$732K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-12- 0.46% |
$5.62K - $6.47K
|
2.61K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-12- 0.99% |
$5.62K - $6.47K
|
1.2K
$696K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-13- 1.04% |
$6.09K - $7.01K
|
1.24K
$716K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 0.13% |
$6.09K - $7.01K
|
9.7K
$5.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-13- 2.16% |
$6.09K - $7.01K
|
590
$342K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-13- 0.09% |
$6.09K - $7.01K
|
13.8K
$8.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-13- 0.39% |
$6.09K - $7.01K
|
3.33K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-13- 1.52% |
$6.09K - $7.01K
|
840
$486K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-14- 15.73% |
$6.56K - $7.55K
|
75
$43.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-14- 2.19% |
$6.56K - $7.55K
|
624
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-14- 0.01% |
$6.56K - $7.55K
|
258K
$149M
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-14- 0.43% |
$6.56K - $7.55K
|
3.25K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-14- 0.88% |
$6.56K - $7.55K
|
1.58K
$917K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14- 1.08% |
$6.56K - $7.55K
|
1.29K
$744K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
SELL
|
- |
-14- 0.6% |
$6.56K - $7.55K
|
2.31K
$1.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-15- 0.4% |
$7.03K - $8.09K
|
3.73K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-15- 3.4% |
$7.03K - $8.09K
|
426
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-15- 0.57% |
$7.03K - $8.09K
|
2.62K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-15- 1.05% |
$7.03K - $8.09K
|
1.42K
$819K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-15- 0.68% |
$7.03K - $8.09K
|
2.2K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-15- 3.37% |
$7.03K - $8.09K
|
430
$249K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-15- 1.63% |
$7.03K - $8.09K
|
907
$525K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-15- 1.32% |
$7.03K - $8.09K
|
1.12K
$649K
|