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 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-10- 1.08% |
$4.68K - $5.4K
|
915
$509K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-10- 0.26% |
$4.68K - $5.4K
|
3.89K
$2.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-11- 0.85% |
$5.15K - $5.93K
|
1.29K
$715K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-11- 0.69% |
$5.15K - $5.93K
|
1.57K
$874K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-11- 0.47% |
$5.15K - $5.93K
|
2.34K
$1.3M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-11- 0.31% |
$5.15K - $5.93K
|
3.51K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-12- 1.4% |
$5.62K - $6.47K
|
843
$469K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-12- 0.03% |
$5.62K - $6.47K
|
42.4K
$23.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-12- 19.67% |
$5.62K - $6.47K
|
49
$27.3K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-12- 0.94% |
$5.62K - $6.47K
|
1.27K
$704K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-12- 0.46% |
$5.62K - $6.47K
|
2.61K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-12- 0.99% |
$5.62K - $6.47K
|
1.2K
$669K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-13- 1.04% |
$6.09K - $7.01K
|
1.24K
$688K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 0.13% |
$6.09K - $7.01K
|
9.7K
$5.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-13- 2.16% |
$6.09K - $7.01K
|
590
$328K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-13- 0.09% |
$6.09K - $7.01K
|
13.8K
$7.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-13- 0.39% |
$6.09K - $7.01K
|
3.33K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-13- 1.52% |
$6.09K - $7.01K
|
840
$467K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-14- 15.73% |
$6.56K - $7.55K
|
75
$41.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-14- 2.19% |
$6.56K - $7.55K
|
624
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-14- 0.01% |
$6.56K - $7.55K
|
258K
$143M
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-14- 0.43% |
$6.56K - $7.55K
|
3.25K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-14- 0.88% |
$6.56K - $7.55K
|
1.58K
$881K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14- 1.08% |
$6.56K - $7.55K
|
1.29K
$715K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
SELL
|
- |
-14- 0.6% |
$6.56K - $7.55K
|
2.31K
$1.29M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-15- 0.4% |
$7.03K - $8.09K
|
3.73K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-15- 3.4% |
$7.03K - $8.09K
|
426
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-15- 0.57% |
$7.03K - $8.09K
|
2.62K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-15- 1.05% |
$7.03K - $8.09K
|
1.42K
$787K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-15- 0.68% |
$7.03K - $8.09K
|
2.2K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-15- 3.37% |
$7.03K - $8.09K
|
430
$239K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-15- 1.63% |
$7.03K - $8.09K
|
907
$504K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-15- 1.32% |
$7.03K - $8.09K
|
1.12K
$624K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-15- 1.14% |
$7.03K - $8.09K
|
1.3K
$721K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-16- 1.61% |
$7.49K - $8.63K
|
978
$544K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-16- 0.29% |
$7.49K - $8.63K
|
5.54K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-17- 0.83% |
$7.96K - $9.17K
|
2.03K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-17- 0.99% |
$7.96K - $9.17K
|
1.71K
$950K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-18- 3.59% |
$8.43K - $9.71K
|
484
$269K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-19- 2.32% |
$8.9K - $10.3K
|
800
$445K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-19- 0.77% |
$8.9K - $10.3K
|
2.45K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-19- 1.75% |
$8.9K - $10.3K
|
1.07K
$594K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-19- 0.2% |
$8.9K - $10.3K
|
9.6K
$5.34M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-19- 1.69% |
$8.9K - $10.3K
|
1.11K
$616K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-20- 0.38% |
$9.37K - $10.8K
|
5.27K
$2.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-20- 2.05% |
$9.37K - $10.8K
|
957
$532K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 3.52% |
$9.37K - $10.8K
|
548
$305K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-20- 1.91% |
$9.37K - $10.8K
|
1.03K
$572K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-20- 2.1% |
$9.37K - $10.8K
|
933
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-20- 2.36% |
$9.37K - $10.8K
|
828
$461K
|