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 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-102- 16.22% |
$47.8K - $55K
|
527
$298K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-102- 7.77% |
$47.8K - $55K
|
1.21K
$684K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-103- 1.07% |
$48.2K - $55.6K
|
9.5K
$5.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-104- 11.13% |
$48.7K - $56.1K
|
830
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-104- 18.09% |
$48.7K - $56.1K
|
471
$266K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-104- 83.2% |
$48.7K - $56.1K
|
21
$11.9K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-105- 7.7% |
$49.2K - $56.6K
|
1.26K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-105- 6.06% |
$49.2K - $56.6K
|
1.63K
$920K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-105- 1.48% |
$49.2K - $56.6K
|
7.01K
$3.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-107- 3.32% |
$50.1K - $57.7K
|
3.12K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-107- 1.88% |
$50.1K - $57.7K
|
5.57K
$3.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-108- 9.83% |
$50.6K - $58.3K
|
991
$561K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-108- 4.95% |
$50.6K - $58.3K
|
2.07K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-110- 8.76% |
$51.5K - $59.3K
|
1.15K
$648K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-110- 7.46% |
$51.5K - $59.3K
|
1.37K
$772K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-110- 4.15% |
$51.5K - $59.3K
|
2.54K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-110- 6.35% |
$51.5K - $59.3K
|
1.62K
$917K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-111- 3.26% |
$52K - $59.9K
|
3.29K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-111- 34.91% |
$52K - $59.9K
|
207
$117K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-111- 2.39% |
$52K - $59.9K
|
4.54K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-111- 76.55% |
$52K - $59.9K
|
34
$19.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-112- 18.89% |
$52.5K - $60.4K
|
481
$272K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-112- 3.32% |
$52.5K - $60.4K
|
3.27K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-113- 4.11% |
$52.9K - $61K
|
2.64K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-114- 0.87% |
$53.4K - $61.5K
|
12.9K
$7.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-114- 0.52% |
$53.4K - $61.5K
|
22K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-116- 0.28% |
$54.3K - $62.6K
|
41.7K
$23.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-116- 22.44% |
$54.3K - $62.6K
|
401
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-117- 10.64% |
$54.8K - $63.1K
|
983
$556K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-117- 3.58% |
$54.8K - $63.1K
|
3.16K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-118- 4.44% |
$55.3K - $63.7K
|
2.54K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-118- 0.24% |
$55.3K - $63.7K
|
49.1K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-118- 0.9% |
$55.3K - $63.7K
|
13K
$7.34M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-119- 5.6% |
$55.7K - $64.2K
|
2.01K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-120- 21.13% |
$56.2K - $64.7K
|
448
$253K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-120- 2.05% |
$56.2K - $64.7K
|
5.74K
$3.24M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-121- 11.99% |
$56.7K - $65.3K
|
888
$502K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-121- 11.68% |
$56.7K - $65.3K
|
915
$518K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-125- 11.29% |
$58.5K - $67.4K
|
982
$555K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-126- 9.26% |
$59K - $68K
|
1.23K
$698K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-126- 5.53% |
$59K - $68K
|
2.15K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-127- 5.35% |
$59.5K - $68.5K
|
2.25K
$1.27M
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-127- 3.01% |
$59.5K - $68.5K
|
4.09K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-128- 2.36% |
$59.9K - $69.1K
|
5.3K
$3M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-128- 4.14% |
$59.9K - $69.1K
|
2.96K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-129- 2.2% |
$60.4K - $69.6K
|
5.74K
$3.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-130- 1.04% |
$60.9K - $70.1K
|
12.3K
$6.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-130- 10.53% |
$60.9K - $70.1K
|
1.11K
$625K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-130- 0.21% |
$60.9K - $70.1K
|
60.8K
$34.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-131- 0.59% |
$61.4K - $70.7K
|
22K
$12.5M
|