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 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-87- 2.66% |
$40.7K - $46.9K
|
3.19K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-88- 8.23% |
$41.2K - $47.5K
|
981
$546K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-88- 1.66% |
$41.2K - $47.5K
|
5.22K
$2.91M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-88- 4.59% |
$41.2K - $47.5K
|
1.83K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-90- 4.56% |
$42.2K - $48.6K
|
1.88K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-90- 8.26% |
$42.2K - $48.6K
|
999
$556K
|
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
SELL
|
- |
-90- 1.74% |
$42.2K - $48.6K
|
5.08K
$2.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-91- 0.25% |
$42.6K - $49.1K
|
36K
$20M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-91- 12.73% |
$42.6K - $49.1K
|
624
$347K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-92- 0.45% |
$43.1K - $49.6K
|
20.4K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-93- 6.49% |
$43.6K - $50.2K
|
1.34K
$745K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-93- 4.12% |
$43.6K - $50.2K
|
2.16K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-94- 0.32% |
$44K - $50.7K
|
29.3K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-95- 6.16% |
$44.5K - $51.3K
|
1.45K
$804K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-95- 3.22% |
$44.5K - $51.3K
|
2.86K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-95- 8.02% |
$44.5K - $51.3K
|
1.09K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-95- 5.74% |
$44.5K - $51.3K
|
1.56K
$867K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-96- 17.36% |
$45K - $51.8K
|
457
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-97- 5.27% |
$45.4K - $52.3K
|
1.75K
$971K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-97- 4.2% |
$45.4K - $52.3K
|
2.21K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-98- 1.99% |
$45.9K - $52.9K
|
4.83K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-99- 7.96% |
$46.4K - $53.4K
|
1.14K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-99- 2.03% |
$46.4K - $53.4K
|
4.77K
$2.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-100- 0.96% |
$46.8K - $54K
|
10.3K
$5.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.53% |
$46.8K - $54K
|
6.46K
$3.59M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-100- 41.32% |
$46.8K - $54K
|
142
$79K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-100- 0.62% |
$46.8K - $54K
|
16K
$8.89M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-100- 9.48% |
$46.8K - $54K
|
955
$531K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-100- 13.16% |
$46.8K - $54K
|
660
$367K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-100- 2.7% |
$46.8K - $54K
|
3.6K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-100- 14.29% |
$46.8K - $54K
|
600
$334K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-101- 17.5% |
$47.3K - $54.5K
|
476
$265K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-102- 0.9% |
$47.8K - $55K
|
11.2K
$6.23M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-102- 16.22% |
$47.8K - $55K
|
527
$293K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-102- 7.77% |
$47.8K - $55K
|
1.21K
$673K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-103- 1.07% |
$48.2K - $55.6K
|
9.5K
$5.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-104- 11.13% |
$48.7K - $56.1K
|
830
$462K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-104- 18.09% |
$48.7K - $56.1K
|
471
$262K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-104- 83.2% |
$48.7K - $56.1K
|
21
$11.7K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-105- 7.7% |
$49.2K - $56.6K
|
1.26K
$700K
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-105- 6.06% |
$49.2K - $56.6K
|
1.63K
$905K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-105- 1.48% |
$49.2K - $56.6K
|
7.01K
$3.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-107- 3.32% |
$50.1K - $57.7K
|
3.12K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-107- 1.88% |
$50.1K - $57.7K
|
5.57K
$3.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-108- 9.83% |
$50.6K - $58.3K
|
991
$551K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-108- 4.95% |
$50.6K - $58.3K
|
2.07K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-110- 8.76% |
$51.5K - $59.3K
|
1.15K
$637K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-110- 7.46% |
$51.5K - $59.3K
|
1.37K
$759K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-110- 4.15% |
$51.5K - $59.3K
|
2.54K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-110- 6.35% |
$51.5K - $59.3K
|
1.62K
$902K
|