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 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-16- 1.61% |
$7.49K - $8.63K
|
978
$566K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-16- 0.29% |
$7.49K - $8.63K
|
5.54K
$3.21M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-17- 0.83% |
$7.96K - $9.17K
|
2.03K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-17- 0.99% |
$7.96K - $9.17K
|
1.71K
$989K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-18- 3.59% |
$8.43K - $9.71K
|
484
$280K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-19- 2.32% |
$8.9K - $10.3K
|
800
$463K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-19- 0.77% |
$8.9K - $10.3K
|
2.45K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-19- 1.75% |
$8.9K - $10.3K
|
1.07K
$618K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-19- 0.2% |
$8.9K - $10.3K
|
9.6K
$5.56M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-19- 1.69% |
$8.9K - $10.3K
|
1.11K
$641K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-20- 0.38% |
$9.37K - $10.8K
|
5.27K
$3.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-20- 2.05% |
$9.37K - $10.8K
|
957
$554K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 3.52% |
$9.37K - $10.8K
|
548
$317K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-20- 1.91% |
$9.37K - $10.8K
|
1.03K
$595K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-20- 2.1% |
$9.37K - $10.8K
|
933
$540K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-20- 2.36% |
$9.37K - $10.8K
|
828
$479K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 0.58% |
$9.37K - $10.8K
|
3.46K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-21- 0.45% |
$9.84K - $11.3K
|
4.69K
$2.71M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-22- 0.73% |
$10.3K - $11.9K
|
3.01K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-22- 0.57% |
$10.3K - $11.9K
|
3.86K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-22- 0.36% |
$10.3K - $11.9K
|
6.14K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-22- 0.39% |
$10.3K - $11.9K
|
5.57K
$3.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23- 1.74% |
$10.8K - $12.4K
|
1.3K
$751K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 0.74% |
$10.8K - $12.4K
|
3.1K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-23- 3.67% |
$10.8K - $12.4K
|
604
$350K
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-23- 0.42% |
$10.8K - $12.4K
|
5.46K
$3.16M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-23- 2.69% |
$10.8K - $12.4K
|
831
$481K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-23- 3.5% |
$10.8K - $12.4K
|
635
$368K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-23- 0.61% |
$10.8K - $12.4K
|
3.73K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-23- 0.21% |
$10.8K - $12.4K
|
11K
$6.35M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 1.69% |
$10.8K - $12.4K
|
1.34K
$774K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-24- 1.4% |
$11.2K - $12.9K
|
1.69K
$975K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-24- 0.92% |
$11.2K - $12.9K
|
2.59K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-24- 0.41% |
$11.2K - $12.9K
|
5.87K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-24- 4.07% |
$11.2K - $12.9K
|
565
$327K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-24- 0.58% |
$11.2K - $12.9K
|
4.09K
$2.37M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-24- 0.21% |
$11.2K - $12.9K
|
11.6K
$6.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-25- 1.46% |
$11.7K - $13.5K
|
1.69K
$978K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-25- 3.09% |
$11.7K - $13.5K
|
784
$454K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-25- 0.83% |
$11.7K - $13.5K
|
2.99K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-25- 0.99% |
$11.7K - $13.5K
|
2.49K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-25- 3.38% |
$11.7K - $13.5K
|
715
$414K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-25- 2.6% |
$11.7K - $13.5K
|
935
$541K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-26- 1.51% |
$12.2K - $14K
|
1.69K
$981K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-26- 3.32% |
$12.2K - $14K
|
756
$438K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-26- 0.17% |
$12.2K - $14K
|
15.4K
$8.91M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-26- 2.76% |
$12.2K - $14K
|
916
$530K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-27- 0.82% |
$12.6K - $14.6K
|
3.27K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-27- 1.83% |
$12.6K - $14.6K
|
1.45K
$837K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-27- 1.31% |
$12.6K - $14.6K
|
2.04K
$1.18M
|