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 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-142- 18.56% |
$66.5K - $76.6K
|
623
$347K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-142- 1.63% |
$66.5K - $76.6K
|
8.55K
$4.76M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-142- 12.01% |
$66.5K - $76.6K
|
1.04K
$578K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-142- 12.6% |
$66.5K - $76.6K
|
985
$548K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-143- 18.94% |
$67K - $77.2K
|
612
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-144- 0.56% |
$67.4K - $77.7K
|
25.7K
$14.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-145- 1.61% |
$67.9K - $78.2K
|
8.88K
$4.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-145- 2.46% |
$67.9K - $78.2K
|
5.75K
$3.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-145- 1.28% |
$67.9K - $78.2K
|
11.2K
$6.24M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-146- 1.38% |
$68.4K - $78.8K
|
10.5K
$5.82M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-148- 1.56% |
$69.3K - $79.8K
|
9.33K
$5.19M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 6.83% |
$70.3K - $80.9K
|
2.05K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-150- 2.17% |
$70.3K - $80.9K
|
6.75K
$3.75M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-150- 1.89% |
$70.3K - $80.9K
|
7.8K
$4.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-151- 2.55% |
$70.7K - $81.5K
|
5.76K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-151- 16.38% |
$70.7K - $81.5K
|
771
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-152- 5.42% |
$71.2K - $82K
|
2.65K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-153- 3.57% |
$71.7K - $82.5K
|
4.14K
$2.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-155- 11.11% |
$72.6K - $83.6K
|
1.24K
$690K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-156- 1.67% |
$73.1K - $84.2K
|
9.17K
$5.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-157- 3.2% |
$73.5K - $84.7K
|
4.76K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-157- 0.71% |
$73.5K - $84.7K
|
21.9K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-157- 3.05% |
$73.5K - $84.7K
|
4.99K
$2.78M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-159- 1.63% |
$74.5K - $85.8K
|
9.62K
$5.35M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-159- 8.48% |
$74.5K - $85.8K
|
1.72K
$954K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-160- 1.79% |
$74.9K - $86.3K
|
8.8K
$4.89M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-160- 5.98% |
$74.9K - $86.3K
|
2.51K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-161- 3.87% |
$75.4K - $86.9K
|
4K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-161- 0.85% |
$75.4K - $86.9K
|
18.7K
$10.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-163- 1.4% |
$76.3K - $87.9K
|
11.5K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-163- 4.62% |
$76.3K - $87.9K
|
3.37K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-164- 1.94% |
$76.8K - $88.5K
|
8.28K
$4.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-165- 16.5% |
$77.3K - $89K
|
835
$464K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-165- 1.07% |
$77.3K - $89K
|
15.2K
$8.46M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-165- 3.65% |
$77.3K - $89K
|
4.35K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-165- 5.92% |
$77.3K - $89K
|
2.62K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-165- 10.2% |
$77.3K - $89K
|
1.45K
$808K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-166- 2.68% |
$77.7K - $89.6K
|
6.02K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-167- 11.52% |
$78.2K - $90.1K
|
1.28K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-169- 12.06% |
$79.1K - $91.2K
|
1.23K
$685K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-170- 4.52% |
$79.6K - $91.7K
|
3.59K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-170- 51.99% |
$79.6K - $91.7K
|
157
$87.3K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-170- 19.32% |
$79.6K - $91.7K
|
710
$395K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-171- 0.37% |
$80.1K - $92.3K
|
46.4K
$25.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-171- 6.25% |
$80.1K - $92.3K
|
2.57K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-171- 1.78% |
$80.1K - $92.3K
|
9.46K
$5.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-171- 1.56% |
$80.1K - $92.3K
|
10.8K
$6M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-171- 0.96% |
$80.1K - $92.3K
|
17.6K
$9.81M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-171- 0.87% |
$80.1K - $92.3K
|
19.5K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-172- 15.01% |
$80.6K - $92.8K
|
974
$542K
|