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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-48- 2.3% |
$22.5K - $25.9K
|
2.04K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-49- 7.24% |
$22.9K - $26.4K
|
628
$349K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-50- 1.24% |
$23.4K - $27K
|
4K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-50- 4.7% |
$23.4K - $27K
|
1.01K
$564K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-50- 3.03% |
$23.4K - $27K
|
1.6K
$891K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-50- 2.86% |
$23.4K - $27K
|
1.7K
$946K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-50- 0.65% |
$23.4K - $27K
|
7.67K
$4.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-50- 6.6% |
$23.4K - $27K
|
708
$394K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-50- 0.85% |
$23.4K - $27K
|
5.81K
$3.23M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-50- 0.96% |
$23.4K - $27K
|
5.15K
$2.86M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-50- 0.76% |
$23.4K - $27K
|
6.54K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-50- 1.83% |
$23.4K - $27K
|
2.68K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 2.56% |
$23.4K - $27K
|
1.9K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-51- 4.34% |
$23.9K - $27.5K
|
1.12K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-51- 1.03% |
$23.9K - $27.5K
|
4.9K
$2.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-52- 10.18% |
$24.4K - $28.1K
|
459
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-52- 0.99% |
$24.4K - $28.1K
|
5.21K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-52- 2.84% |
$24.4K - $28.1K
|
1.78K
$991K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-53- 2.88% |
$24.8K - $28.6K
|
1.79K
$995K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-53- 2.22% |
$24.8K - $28.6K
|
2.33K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-53- 2.48% |
$24.8K - $28.6K
|
2.08K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-54- 1.6% |
$25.3K - $29.1K
|
3.31K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-54- 17.82% |
$25.3K - $29.1K
|
249
$138K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-54- 4.84% |
$25.3K - $29.1K
|
1.06K
$590K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-54- 1.1% |
$25.3K - $29.1K
|
4.86K
$2.7M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-55- 3.1% |
$25.8K - $29.7K
|
1.72K
$957K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-56- 3.93% |
$26.2K - $30.2K
|
1.37K
$762K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-56- 3.75% |
$26.2K - $30.2K
|
1.44K
$799K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-56- 0.58% |
$26.2K - $30.2K
|
9.66K
$5.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-56- 34.36% |
$26.2K - $30.2K
|
107
$59.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-56- 1.57% |
$26.2K - $30.2K
|
3.5K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-56- 0.62% |
$26.2K - $30.2K
|
8.99K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-56- 1.24% |
$26.2K - $30.2K
|
4.47K
$2.49M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-56- 1.3% |
$26.2K - $30.2K
|
4.26K
$2.37M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-57- 0.49% |
$26.7K - $30.8K
|
11.5K
$6.42M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-57- 1.15% |
$26.7K - $30.8K
|
4.9K
$2.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-57- 4.67% |
$26.7K - $30.8K
|
1.16K
$647K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-57- 1.6% |
$26.7K - $30.8K
|
3.5K
$1.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-58- 2.73% |
$27.2K - $31.3K
|
2.07K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-58- 37.91% |
$27.2K - $31.3K
|
95
$52.8K
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-58- 4.45% |
$27.2K - $31.3K
|
1.25K
$693K
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-58- 5.21% |
$27.2K - $31.3K
|
1.06K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-58- 0.2% |
$27.2K - $31.3K
|
29.7K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-58- 1.59% |
$27.2K - $31.3K
|
3.6K
$2M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-59- 0.16% |
$27.6K - $31.8K
|
35.7K
$19.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-59- 1.81% |
$27.6K - $31.8K
|
3.2K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-60- 5.72% |
$28.1K - $32.4K
|
989
$550K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-60- 2.08% |
$28.1K - $32.4K
|
2.82K
$1.57M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-60- 0.8% |
$28.1K - $32.4K
|
7.44K
$4.14M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-61- 1.49% |
$28.6K - $32.9K
|
4.02K
$2.24M
|