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 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-189- 4.59% |
$88.5K - $102K
|
3.93K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-190- 1.31% |
$89K - $103K
|
14.3K
$8.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-191- 5.3% |
$89.5K - $103K
|
3.41K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-191- 72.08% |
$89.5K - $103K
|
74
$41.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-193- 0.56% |
$90.4K - $104K
|
34.2K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-196- 19.03% |
$91.8K - $106K
|
834
$472K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-197- 1.13% |
$92.3K - $106K
|
17.2K
$9.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-197- 0.76% |
$92.3K - $106K
|
25.6K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-197- 1.04% |
$92.3K - $106K
|
18.8K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-199- 0.19% |
$93.2K - $107K
|
102K
$57.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-200- 1.86% |
$93.7K - $108K
|
10.6K
$5.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-200- 5.2% |
$93.7K - $108K
|
3.65K
$2.06M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-200- 2.95% |
$93.7K - $108K
|
6.58K
$3.72M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-200- 12.38% |
$93.7K - $108K
|
1.42K
$801K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-200- 17.08% |
$93.7K - $108K
|
971
$549K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-200- 7.31% |
$93.7K - $108K
|
2.54K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-201- 10.28% |
$94.1K - $108K
|
1.76K
$993K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-201- 24.81% |
$94.1K - $108K
|
609
$344K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-202- 3.36% |
$94.6K - $109K
|
5.81K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-202- 5.76% |
$94.6K - $109K
|
3.31K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-203- 3.86% |
$95.1K - $110K
|
5.05K
$2.86M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-204- 1.38% |
$95.5K - $110K
|
14.6K
$8.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-205- 26.97% |
$96K - $111K
|
555
$314K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-206- 6.81% |
$96.5K - $111K
|
2.82K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-206- 1.42% |
$96.5K - $111K
|
14.3K
$8.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-207- 3.37% |
$96.9K - $112K
|
5.94K
$3.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-209- 2.96% |
$97.9K - $113K
|
6.84K
$3.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-210- 8.6% |
$98.4K - $113K
|
2.23K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-210- 4.24% |
$98.4K - $113K
|
4.75K
$2.68M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-210- 1.17% |
$98.4K - $113K
|
17.7K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-210- 11.53% |
$98.4K - $113K
|
1.61K
$912K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-212- 21.7% |
$99.3K - $114K
|
765
$433K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-213- 0.66% |
$99.8K - $115K
|
32.1K
$18.2M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-213- 7.33% |
$99.8K - $115K
|
2.69K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-213- 2.23% |
$99.8K - $115K
|
9.34K
$5.28M
|
|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-213- 14.55% |
$99.8K - $115K
|
1.25K
$708K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-214- 7.01% |
$100K - $115K
|
2.84K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-214- 14.41% |
$100K - $115K
|
1.27K
$719K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-215- 9.36% |
$101K - $116K
|
2.08K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-216- 30.68% |
$101K - $117K
|
488
$276K
|
|
|
May 02, 2025
Q1 2025
|
Granger Management LLC
|
SELL
|
- |
-218- 8.91% |
$102K - $118K
|
2.23K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-218- 17.26% |
$102K - $118K
|
1.05K
$591K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-219- 9.22% |
$103K - $118K
|
2.16K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-220- 5.8% |
$103K - $119K
|
3.58K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-220- 28.24% |
$103K - $119K
|
559
$316K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-220- 3.94% |
$103K - $119K
|
5.36K
$3.03M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-222- 7.06% |
$104K - $120K
|
2.92K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-223- 6.18% |
$104K - $120K
|
3.38K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-224- 17.53% |
$105K - $121K
|
1.05K
$596K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-225- 13.8% |
$105K - $121K
|
1.41K
$795K
|