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 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-75- 4.18% |
$35.1K - $40.5K
|
1.72K
$973K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-76- 0.35% |
$35.6K - $41K
|
21.9K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-77- 14.98% |
$36.1K - $41.5K
|
437
$247K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-77- 5.25% |
$36.1K - $41.5K
|
1.39K
$786K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-78- 13.45% |
$36.5K - $42.1K
|
502
$284K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-78- 2.81% |
$36.5K - $42.1K
|
2.7K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-79- 1.22% |
$37K - $42.6K
|
6.39K
$3.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-80- 1.44% |
$37.5K - $43.2K
|
5.46K
$3.09M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-80- 9.23% |
$37.5K - $43.2K
|
787
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-81- 0.3% |
$37.9K - $43.7K
|
26.5K
$15M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-81- 0.16% |
$37.9K - $43.7K
|
49.7K
$28.1M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-84- 8.3% |
$39.3K - $45.3K
|
928
$525K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-85- 1.63% |
$39.8K - $45.9K
|
5.12K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-85- 11.49% |
$39.8K - $45.9K
|
655
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-86- 0.8% |
$40.3K - $46.4K
|
10.7K
$6.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-86- 0.45% |
$40.3K - $46.4K
|
19K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-86- 3.45% |
$40.3K - $46.4K
|
2.41K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-87- 2.66% |
$40.7K - $46.9K
|
3.19K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-88- 8.23% |
$41.2K - $47.5K
|
981
$555K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-88- 1.66% |
$41.2K - $47.5K
|
5.22K
$2.95M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-88- 4.59% |
$41.2K - $47.5K
|
1.83K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-90- 4.56% |
$42.2K - $48.6K
|
1.88K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-90- 8.26% |
$42.2K - $48.6K
|
999
$565K
|
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
SELL
|
- |
-90- 1.74% |
$42.2K - $48.6K
|
5.08K
$2.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-91- 0.25% |
$42.6K - $49.1K
|
36K
$20.3M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-91- 12.73% |
$42.6K - $49.1K
|
624
$353K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-92- 0.45% |
$43.1K - $49.6K
|
20.4K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-93- 6.49% |
$43.6K - $50.2K
|
1.34K
$758K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-93- 4.12% |
$43.6K - $50.2K
|
2.16K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-94- 0.32% |
$44K - $50.7K
|
29.3K
$16.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-95- 6.16% |
$44.5K - $51.3K
|
1.45K
$818K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-95- 3.22% |
$44.5K - $51.3K
|
2.86K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-95- 8.02% |
$44.5K - $51.3K
|
1.09K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-95- 5.74% |
$44.5K - $51.3K
|
1.56K
$882K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-96- 17.36% |
$45K - $51.8K
|
457
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-97- 5.27% |
$45.4K - $52.3K
|
1.75K
$987K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-97- 4.2% |
$45.4K - $52.3K
|
2.21K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-98- 1.99% |
$45.9K - $52.9K
|
4.83K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-99- 7.96% |
$46.4K - $53.4K
|
1.14K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-99- 2.03% |
$46.4K - $53.4K
|
4.77K
$2.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-100- 0.96% |
$46.8K - $54K
|
10.3K
$5.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.53% |
$46.8K - $54K
|
6.46K
$3.65M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-100- 41.32% |
$46.8K - $54K
|
142
$80.3K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-100- 0.62% |
$46.8K - $54K
|
16K
$9.04M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-100- 9.48% |
$46.8K - $54K
|
955
$540K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-100- 13.16% |
$46.8K - $54K
|
660
$373K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-100- 2.7% |
$46.8K - $54K
|
3.6K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-100- 14.29% |
$46.8K - $54K
|
600
$339K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-101- 17.5% |
$47.3K - $54.5K
|
476
$269K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-102- 0.9% |
$47.8K - $55K
|
11.2K
$6.34M
|