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 |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-111- 3.26% |
$52K - $59.9K
|
3.29K
$1.83M
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-111- 34.91% |
$52K - $59.9K
|
207
$115K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-111- 2.39% |
$52K - $59.9K
|
4.54K
$2.52M
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-111- 76.55% |
$52K - $59.9K
|
34
$18.9K
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-112- 18.89% |
$52.5K - $60.4K
|
481
$268K
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-112- 3.32% |
$52.5K - $60.4K
|
3.27K
$1.82M
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-113- 4.11% |
$52.9K - $61K
|
2.64K
$1.47M
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-114- 0.87% |
$53.4K - $61.5K
|
12.9K
$7.19M
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-114- 0.52% |
$53.4K - $61.5K
|
22K
$12.2M
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-116- 0.28% |
$54.3K - $62.6K
|
41.7K
$23.2M
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-116- 22.44% |
$54.3K - $62.6K
|
401
$223K
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-117- 10.64% |
$54.8K - $63.1K
|
983
$547K
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-117- 3.58% |
$54.8K - $63.1K
|
3.16K
$1.75M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-118- 4.44% |
$55.3K - $63.7K
|
2.54K
$1.41M
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-118- 0.24% |
$55.3K - $63.7K
|
49.1K
$27.3M
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-118- 0.9% |
$55.3K - $63.7K
|
13K
$7.22M
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-119- 5.6% |
$55.7K - $64.2K
|
2.01K
$1.12M
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-120- 21.13% |
$56.2K - $64.7K
|
448
$249K
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-120- 2.05% |
$56.2K - $64.7K
|
5.74K
$3.19M
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-121- 11.99% |
$56.7K - $65.3K
|
888
$494K
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-121- 11.68% |
$56.7K - $65.3K
|
915
$509K
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-125- 11.29% |
$58.5K - $67.4K
|
982
$546K
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-126- 9.26% |
$59K - $68K
|
1.23K
$686K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-126- 5.53% |
$59K - $68K
|
2.15K
$1.2M
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-127- 5.35% |
$59.5K - $68.5K
|
2.25K
$1.25M
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-128- 2.36% |
$59.9K - $69.1K
|
5.3K
$2.95M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-128- 4.14% |
$59.9K - $69.1K
|
2.96K
$1.65M
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-129- 2.2% |
$60.4K - $69.6K
|
5.74K
$3.19M
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-130- 1.04% |
$60.9K - $70.1K
|
12.3K
$6.85M
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-130- 10.53% |
$60.9K - $70.1K
|
1.11K
$615K
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-130- 0.21% |
$60.9K - $70.1K
|
60.8K
$33.8M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-131- 0.59% |
$61.4K - $70.7K
|
22K
$12.3M
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-131- 0.9% |
$61.4K - $70.7K
|
14.5K
$8.06M
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-131- 9.21% |
$61.4K - $70.7K
|
1.29K
$718K
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-132- 7.57% |
$61.8K - $71.2K
|
1.61K
$896K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-132- 6.4% |
$61.8K - $71.2K
|
1.93K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-132- 1.04% |
$61.8K - $71.2K
|
12.6K
$7.02M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-133- 2.23% |
$62.3K - $71.8K
|
5.84K
$3.25M
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-134- 6.2% |
$62.8K - $72.3K
|
2.03K
$1.13M
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-135- 5.15% |
$63.2K - $72.8K
|
2.48K
$1.38M
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-135- 14.93% |
$63.2K - $72.8K
|
769
$428K
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-135- 1.78% |
$63.2K - $72.8K
|
7.46K
$4.15M
|
|
May 14, 2025
Q1 2025
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-135- 4.8% |
$63.2K - $72.8K
|
2.68K
$1.49M
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-136- 4.01% |
$63.7K - $73.4K
|
3.26K
$1.81M
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-137- 3.2% |
$64.2K - $73.9K
|
4.14K
$2.3M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-137- 2.0% |
$64.2K - $73.9K
|
6.73K
$3.74M
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-137- 1.97% |
$64.2K - $73.9K
|
6.83K
$3.8M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-140- 5.37% |
$65.6K - $75.5K
|
2.47K
$1.37M
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-141- 21.83% |
$66K - $76.1K
|
505
$281K
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-142- 0.64% |
$66.5K - $76.6K
|
21.9K
$12.2M
|