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 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-172- 2.56% |
$80.6K - $92.8K
|
6.54K
$3.64M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-173- 18.91% |
$81K - $93.3K
|
742
$413K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-173- 4.0% |
$81K - $93.3K
|
4.15K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-173- 0.68% |
$81K - $93.3K
|
25.5K
$14.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-174- 5.84% |
$81.5K - $93.9K
|
2.81K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-174- 0.99% |
$81.5K - $93.9K
|
17.5K
$9.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-174- 4.22% |
$81.5K - $93.9K
|
3.95K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-174- 4.58% |
$81.5K - $93.9K
|
3.63K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-175- 3.23% |
$82K - $94.4K
|
5.24K
$2.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-176- 8.96% |
$82.4K - $95K
|
1.79K
$995K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-176- 19.11% |
$82.4K - $95K
|
745
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-177- 13.96% |
$82.9K - $95.5K
|
1.09K
$607K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-177- 0.42% |
$82.9K - $95.5K
|
42.1K
$23.4M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-178- 9.97% |
$83.4K - $96K
|
1.61K
$894K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-178- 24.38% |
$83.4K - $96K
|
552
$307K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-178- 0.38% |
$83.4K - $96K
|
46.8K
$26M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-178- 10.76% |
$83.4K - $96K
|
1.48K
$821K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-179- 4.79% |
$83.8K - $96.6K
|
3.56K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-180- 5.75% |
$84.3K - $97.1K
|
2.95K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-180- 0.44% |
$84.3K - $97.1K
|
40.8K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-180- 2.05% |
$84.3K - $97.1K
|
8.61K
$4.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-181- 3.03% |
$84.8K - $97.7K
|
5.8K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-183- 8.14% |
$85.7K - $98.7K
|
2.06K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-183- 8.39% |
$85.7K - $98.7K
|
2K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-184- 2.21% |
$86.2K - $99.3K
|
8.16K
$4.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-185- 7.72% |
$86.6K - $99.8K
|
2.21K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-186- 16.83% |
$87.1K - $100K
|
919
$511K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-187- 1.98% |
$87.6K - $101K
|
9.25K
$5.14M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-188- 18.71% |
$88K - $101K
|
817
$454K
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-188- 7.54% |
$88K - $101K
|
2.31K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-188- 3.59% |
$88K - $101K
|
5.05K
$2.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-189- 0.67% |
$88.5K - $102K
|
28K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-189- 4.59% |
$88.5K - $102K
|
3.93K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-190- 1.31% |
$89K - $103K
|
14.3K
$7.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-191- 5.3% |
$89.5K - $103K
|
3.41K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-191- 72.08% |
$89.5K - $103K
|
74
$41.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-193- 0.56% |
$90.4K - $104K
|
34.2K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-196- 19.03% |
$91.8K - $106K
|
834
$464K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-197- 1.13% |
$92.3K - $106K
|
17.2K
$9.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-197- 0.76% |
$92.3K - $106K
|
25.6K
$14.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-197- 1.04% |
$92.3K - $106K
|
18.8K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-199- 0.19% |
$93.2K - $107K
|
102K
$56.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-200- 1.86% |
$93.7K - $108K
|
10.6K
$5.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-200- 5.2% |
$93.7K - $108K
|
3.65K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-200- 2.95% |
$93.7K - $108K
|
6.58K
$3.66M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-200- 12.38% |
$93.7K - $108K
|
1.42K
$788K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-200- 17.08% |
$93.7K - $108K
|
971
$540K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-200- 7.31% |
$93.7K - $108K
|
2.54K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-201- 10.28% |
$94.1K - $108K
|
1.76K
$976K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-201- 24.81% |
$94.1K - $108K
|
609
$339K
|