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
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-202- 3.36% |
$94.6K - $109K
|
5.81K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-202- 5.76% |
$94.6K - $109K
|
3.31K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-203- 3.86% |
$95.1K - $110K
|
5.05K
$2.81M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-204- 1.38% |
$95.5K - $110K
|
14.6K
$8.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-205- 26.97% |
$96K - $111K
|
555
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-206- 6.81% |
$96.5K - $111K
|
2.82K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-206- 1.42% |
$96.5K - $111K
|
14.3K
$7.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-207- 3.37% |
$96.9K - $112K
|
5.94K
$3.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-209- 2.96% |
$97.9K - $113K
|
6.84K
$3.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-210- 8.6% |
$98.4K - $113K
|
2.23K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-210- 4.24% |
$98.4K - $113K
|
4.75K
$2.64M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-210- 1.17% |
$98.4K - $113K
|
17.7K
$9.86M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-210- 11.53% |
$98.4K - $113K
|
1.61K
$897K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-212- 21.7% |
$99.3K - $114K
|
765
$426K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-213- 0.66% |
$99.8K - $115K
|
32.1K
$17.9M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-213- 7.33% |
$99.8K - $115K
|
2.69K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-213- 2.23% |
$99.8K - $115K
|
9.34K
$5.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-214- 7.01% |
$100K - $115K
|
2.84K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-214- 14.41% |
$100K - $115K
|
1.27K
$707K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-215- 9.36% |
$101K - $116K
|
2.08K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-216- 30.68% |
$101K - $117K
|
488
$271K
|
|
|
May 02, 2025
Q1 2025
|
Granger Management LLC
|
SELL
|
- |
-218- 8.91% |
$102K - $118K
|
2.23K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-218- 17.26% |
$102K - $118K
|
1.05K
$581K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-219- 9.22% |
$103K - $118K
|
2.16K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-220- 5.8% |
$103K - $119K
|
3.58K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-220- 28.24% |
$103K - $119K
|
559
$311K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-220- 3.94% |
$103K - $119K
|
5.36K
$2.98M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-222- 7.06% |
$104K - $120K
|
2.92K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-223- 6.18% |
$104K - $120K
|
3.38K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-224- 17.53% |
$105K - $121K
|
1.05K
$586K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-225- 13.8% |
$105K - $121K
|
1.41K
$782K
|
|
|
May 08, 2025
Q1 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-225- 2.29% |
$105K - $121K
|
9.62K
$5.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-226- 2.34% |
$106K - $122K
|
9.42K
$5.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-227- 7.74% |
$106K - $122K
|
2.71K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-228- 9.09% |
$107K - $123K
|
2.28K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-228- 23.75% |
$107K - $123K
|
732
$407K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-229- 2.13% |
$107K - $124K
|
10.5K
$5.84M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-230- 15.04% |
$108K - $124K
|
1.3K
$723K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-231- 16.87% |
$108K - $125K
|
1.14K
$633K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-232- 18.99% |
$109K - $125K
|
990
$551K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-232- 10.87% |
$109K - $125K
|
1.9K
$1.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-235- 1.1% |
$110K - $127K
|
21.2K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-235- 2.1% |
$110K - $127K
|
10.9K
$6.08M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-235- 0.11% |
$110K - $127K
|
216K
$120M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-237- 4.01% |
$111K - $128K
|
5.67K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-238- 3.47% |
$111K - $128K
|
6.63K
$3.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-239- 23.23% |
$112K - $129K
|
790
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-240- 20.65% |
$112K - $129K
|
922
$513K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-240- 22.86% |
$112K - $129K
|
810
$451K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-240- 5.8% |
$112K - $129K
|
3.9K
$2.17M
|