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 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-56- 1.3% |
$26.2K - $30.2K
|
4.26K
$2.47M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-56- 0.66% |
$26.2K - $30.2K
|
8.46K
$4.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-57- 0.49% |
$26.7K - $30.8K
|
11.5K
$6.68M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-57- 1.15% |
$26.7K - $30.8K
|
4.9K
$2.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-57- 4.67% |
$26.7K - $30.8K
|
1.16K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-57- 1.6% |
$26.7K - $30.8K
|
3.5K
$2.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-58- 2.73% |
$27.2K - $31.3K
|
2.07K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-58- 37.91% |
$27.2K - $31.3K
|
95
$55K
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-58- 4.45% |
$27.2K - $31.3K
|
1.25K
$721K
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-58- 5.21% |
$27.2K - $31.3K
|
1.06K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-58- 0.2% |
$27.2K - $31.3K
|
29.7K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-58- 1.59% |
$27.2K - $31.3K
|
3.6K
$2.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-59- 0.16% |
$27.6K - $31.8K
|
35.7K
$20.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-59- 1.81% |
$27.6K - $31.8K
|
3.2K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-60- 5.72% |
$28.1K - $32.4K
|
989
$573K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-60- 2.08% |
$28.1K - $32.4K
|
2.82K
$1.63M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-60- 0.8% |
$28.1K - $32.4K
|
7.44K
$4.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-61- 1.49% |
$28.6K - $32.9K
|
4.02K
$2.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-61- 1.69% |
$28.6K - $32.9K
|
3.54K
$2.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-61- 0.43% |
$28.6K - $32.9K
|
14K
$8.1M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-61- 1.09% |
$28.6K - $32.9K
|
5.56K
$3.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-62- 17.17% |
$29K - $33.5K
|
299
$173K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-62- 2.07% |
$29K - $33.5K
|
2.94K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-63- 1.58% |
$29.5K - $34K
|
3.93K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-63- 1.65% |
$29.5K - $34K
|
3.76K
$2.17M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-63- 0.75% |
$29.5K - $34K
|
8.3K
$4.8M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-64- 9.5% |
$30K - $34.5K
|
610
$353K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-65- 2.44% |
$30.4K - $35.1K
|
2.6K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-66- 4.29% |
$30.9K - $35.6K
|
1.47K
$852K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-66- 5.72% |
$30.9K - $35.6K
|
1.09K
$629K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-67- 0.39% |
$31.4K - $36.1K
|
17.3K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-67- 0.04% |
$31.4K - $36.1K
|
162K
$93.8M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-68- 0.56% |
$31.8K - $36.7K
|
12K
$6.93M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-68- 1.09% |
$31.8K - $36.7K
|
6.15K
$3.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-69- 4.63% |
$32.3K - $37.2K
|
1.42K
$823K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-69- 4.76% |
$32.3K - $37.2K
|
1.38K
$800K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-69- 12.97% |
$32.3K - $37.2K
|
463
$268K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-69- 3.96% |
$32.3K - $37.2K
|
1.67K
$968K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-69- 4.96% |
$32.3K - $37.2K
|
1.32K
$765K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-70- 13.31% |
$32.8K - $37.8K
|
456
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-70- 0.34% |
$32.8K - $37.8K
|
20.7K
$12M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-70- 2.24% |
$32.8K - $37.8K
|
3.06K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-73- 2.68% |
$34.2K - $39.4K
|
2.65K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-73- 32.88% |
$34.2K - $39.4K
|
149
$86.3K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-73- 15.05% |
$34.2K - $39.4K
|
412
$238K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-73- 1.18% |
$34.2K - $39.4K
|
6.11K
$3.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-74- 4.61% |
$34.7K - $39.9K
|
1.53K
$886K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-75- 1.5% |
$35.1K - $40.5K
|
4.93K
$2.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-75- 3.31% |
$35.1K - $40.5K
|
2.19K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-75- 11.54% |
$35.1K - $40.5K
|
575
$333K
|