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 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 0.58% |
$9.37K - $10.8K
|
3.46K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-21- 0.45% |
$9.84K - $11.3K
|
4.69K
$2.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-22- 0.73% |
$10.3K - $11.9K
|
3.01K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-22- 0.57% |
$10.3K - $11.9K
|
3.86K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-22- 0.36% |
$10.3K - $11.9K
|
6.14K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-22- 0.39% |
$10.3K - $11.9K
|
5.57K
$3.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23- 1.74% |
$10.8K - $12.4K
|
1.3K
$721K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 0.74% |
$10.8K - $12.4K
|
3.1K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-23- 3.67% |
$10.8K - $12.4K
|
604
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-23- 0.42% |
$10.8K - $12.4K
|
5.46K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-23- 2.69% |
$10.8K - $12.4K
|
831
$462K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-23- 3.5% |
$10.8K - $12.4K
|
635
$353K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-23- 0.61% |
$10.8K - $12.4K
|
3.73K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-23- 0.21% |
$10.8K - $12.4K
|
11K
$6.1M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 1.69% |
$10.8K - $12.4K
|
1.34K
$744K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-24- 1.4% |
$11.2K - $12.9K
|
1.69K
$937K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-24- 0.92% |
$11.2K - $12.9K
|
2.59K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-24- 0.41% |
$11.2K - $12.9K
|
5.87K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-24- 4.07% |
$11.2K - $12.9K
|
565
$314K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-24- 0.58% |
$11.2K - $12.9K
|
4.09K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-25- 1.46% |
$11.7K - $13.5K
|
1.69K
$940K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-25- 3.09% |
$11.7K - $13.5K
|
784
$436K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-25- 0.83% |
$11.7K - $13.5K
|
2.99K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-25- 0.99% |
$11.7K - $13.5K
|
2.49K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-25- 3.38% |
$11.7K - $13.5K
|
715
$398K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-25- 2.6% |
$11.7K - $13.5K
|
935
$520K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-26- 1.51% |
$12.2K - $14K
|
1.69K
$942K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-26- 3.32% |
$12.2K - $14K
|
756
$420K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-26- 0.17% |
$12.2K - $14K
|
15.4K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-26- 2.76% |
$12.2K - $14K
|
916
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-27- 0.82% |
$12.6K - $14.6K
|
3.27K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-27- 1.83% |
$12.6K - $14.6K
|
1.45K
$804K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-27- 1.31% |
$12.6K - $14.6K
|
2.04K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-27- 0.7% |
$12.6K - $14.6K
|
3.85K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-28- 4.35% |
$13.1K - $15.1K
|
615
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-28- 0.78% |
$13.1K - $15.1K
|
3.58K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-28- 1.49% |
$13.1K - $15.1K
|
1.85K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-28- 5.21% |
$13.1K - $15.1K
|
509
$283K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-29- 0.25% |
$13.6K - $15.6K
|
11.7K
$6.53M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30Closed |
$14.1K - $16.2K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-30- 0.22% |
$14.1K - $16.2K
|
13.7K
$7.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-30- 10.56% |
$14.1K - $16.2K
|
254
$141K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-30- 4.03% |
$14.1K - $16.2K
|
715
$398K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-30- 0.57% |
$14.1K - $16.2K
|
5.2K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 0.09% |
$14.1K - $16.2K
|
33.2K
$18.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-31- 0.39% |
$14.5K - $16.7K
|
7.88K
$4.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-31- 1.79% |
$14.5K - $16.7K
|
1.7K
$946K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 3.28% |
$14.5K - $16.7K
|
915
$509K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-31- 6.02% |
$14.5K - $16.7K
|
484
$269K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-31- 3.8% |
$14.5K - $16.7K
|
785
$437K
|