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
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-32- 4.4% |
$15K - $17.3K
|
696
$387K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-33- 2.37% |
$15.5K - $17.8K
|
1.36K
$755K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.35% |
$15.9K - $18.3K
|
2.48K
$1.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-34- 0.58% |
$15.9K - $18.3K
|
5.83K
$3.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-34- 0.96% |
$15.9K - $18.3K
|
3.5K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-35- 3.4% |
$16.4K - $18.9K
|
993
$552K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-35- 2.07% |
$16.4K - $18.9K
|
1.65K
$919K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-35- 4.95% |
$16.4K - $18.9K
|
672
$374K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
SELL
|
- |
-35- 1.03% |
$16.4K - $18.9K
|
3.37K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-36- 0.5% |
$16.9K - $19.4K
|
7.22K
$4.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-36- 1.15% |
$16.9K - $19.4K
|
3.09K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-36- 0.51% |
$16.9K - $19.4K
|
6.98K
$3.88M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-36- 4.76% |
$16.9K - $19.4K
|
720
$400K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-37- 1.06% |
$17.3K - $20K
|
3.46K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-37- 4.81% |
$17.3K - $20K
|
733
$408K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-37- 1.09% |
$17.3K - $20K
|
3.35K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-37- 0.89% |
$17.3K - $20K
|
4.11K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-37- 3.87% |
$17.3K - $20K
|
918
$511K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-40- 8.7% |
$18.7K - $21.6K
|
420
$234K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-40- 0.98% |
$18.7K - $21.6K
|
4.03K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-41- 4.65% |
$19.2K - $22.1K
|
840
$467K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-41- 0.1% |
$19.2K - $22.1K
|
41.5K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-41- 0.1% |
$19.2K - $22.1K
|
40.7K
$22.6M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-41- 8.25% |
$19.2K - $22.1K
|
456
$254K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-42- 0.4% |
$19.7K - $22.7K
|
10.5K
$5.84M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-43- 4.48% |
$20.1K - $23.2K
|
916
$509K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-43- 0.65% |
$20.1K - $23.2K
|
6.55K
$3.64M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-43- 0.69% |
$20.1K - $23.2K
|
6.15K
$3.42M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-43- 23.24% |
$20.1K - $23.2K
|
142
$79K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-44- 5.01% |
$20.6K - $23.7K
|
835
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-44- 0.02% |
$20.6K - $23.7K
|
272K
$152M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-44- 3.33% |
$20.6K - $23.7K
|
1.28K
$711K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-44- 2.07% |
$20.6K - $23.7K
|
2.08K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-44- 5.44% |
$20.6K - $23.7K
|
765
$426K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-44- 0.62% |
$20.6K - $23.7K
|
7.06K
$3.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-45- 2.48% |
$21.1K - $24.3K
|
1.77K
$984K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-45- 5.95% |
$21.1K - $24.3K
|
711
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-45- 1.56% |
$21.1K - $24.3K
|
2.84K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-45- 2.02% |
$21.1K - $24.3K
|
2.19K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-45- 1.61% |
$21.1K - $24.3K
|
2.75K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-45- 7.38% |
$21.1K - $24.3K
|
565
$314K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-45- 3.5% |
$21.1K - $24.3K
|
1.24K
$691K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-46- 5.59% |
$21.5K - $24.8K
|
777
$432K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-46- 9.7% |
$21.5K - $24.8K
|
428
$238K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-46- 8.49% |
$21.5K - $24.8K
|
496
$276K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-46- 1.2% |
$21.5K - $24.8K
|
3.79K
$2.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-48- 0.89% |
$22.5K - $25.9K
|
5.37K
$2.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-48- 5.54% |
$22.5K - $25.9K
|
818
$455K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-48- 6.28% |
$22.5K - $25.9K
|
716
$398K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-48- 1.25% |
$22.5K - $25.9K
|
3.78K
$2.1M
|