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 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-165- 16.5% |
$77.3K - $89K
|
835
$472K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-165- 1.07% |
$77.3K - $89K
|
15.2K
$8.6M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-165- 3.65% |
$77.3K - $89K
|
4.35K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-165- 5.92% |
$77.3K - $89K
|
2.62K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-165- 10.2% |
$77.3K - $89K
|
1.45K
$822K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-166- 2.68% |
$77.7K - $89.6K
|
6.02K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-167- 11.52% |
$78.2K - $90.1K
|
1.28K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-169- 12.06% |
$79.1K - $91.2K
|
1.23K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-170- 4.52% |
$79.6K - $91.7K
|
3.59K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-170- 51.99% |
$79.6K - $91.7K
|
157
$88.8K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-170- 19.32% |
$79.6K - $91.7K
|
710
$402K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-171- 0.37% |
$80.1K - $92.3K
|
46.4K
$26.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-171- 6.25% |
$80.1K - $92.3K
|
2.57K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-171- 1.78% |
$80.1K - $92.3K
|
9.46K
$5.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-171- 1.56% |
$80.1K - $92.3K
|
10.8K
$6.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-171- 0.96% |
$80.1K - $92.3K
|
17.6K
$9.98M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-171- 0.87% |
$80.1K - $92.3K
|
19.5K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-172- 15.01% |
$80.6K - $92.8K
|
974
$551K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-172- 2.56% |
$80.6K - $92.8K
|
6.54K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-173- 18.91% |
$81K - $93.3K
|
742
$420K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-173- 4.0% |
$81K - $93.3K
|
4.15K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-173- 0.68% |
$81K - $93.3K
|
25.5K
$14.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-174- 5.84% |
$81.5K - $93.9K
|
2.81K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-174- 0.99% |
$81.5K - $93.9K
|
17.5K
$9.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-174- 4.22% |
$81.5K - $93.9K
|
3.95K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-174- 4.58% |
$81.5K - $93.9K
|
3.63K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-175- 3.23% |
$82K - $94.4K
|
5.24K
$2.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-176- 8.96% |
$82.4K - $95K
|
1.79K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-176- 19.11% |
$82.4K - $95K
|
745
$421K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-177- 13.96% |
$82.9K - $95.5K
|
1.09K
$617K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-177- 0.42% |
$82.9K - $95.5K
|
42.1K
$23.8M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-178- 9.97% |
$83.4K - $96K
|
1.61K
$910K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-178- 24.38% |
$83.4K - $96K
|
552
$312K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-178- 0.38% |
$83.4K - $96K
|
46.8K
$26.5M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-178- 10.76% |
$83.4K - $96K
|
1.48K
$835K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-179- 4.79% |
$83.8K - $96.6K
|
3.56K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-180- 5.75% |
$84.3K - $97.1K
|
2.95K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-180- 0.44% |
$84.3K - $97.1K
|
40.8K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-180- 2.05% |
$84.3K - $97.1K
|
8.61K
$4.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-181- 3.03% |
$84.8K - $97.7K
|
5.8K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-183- 8.14% |
$85.7K - $98.7K
|
2.06K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-183- 8.39% |
$85.7K - $98.7K
|
2K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-184- 2.21% |
$86.2K - $99.3K
|
8.16K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-185- 7.72% |
$86.6K - $99.8K
|
2.21K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-186- 16.83% |
$87.1K - $100K
|
919
$520K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-187- 1.98% |
$87.6K - $101K
|
9.25K
$5.23M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-188- 18.71% |
$88K - $101K
|
817
$462K
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-188- 7.54% |
$88K - $101K
|
2.31K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-188- 3.59% |
$88K - $101K
|
5.05K
$2.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-189- 0.67% |
$88.5K - $102K
|
28K
$15.8M
|