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 08, 2025
Q1 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-225- 2.29% |
$105K - $121K
|
9.62K
$5.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-226- 2.34% |
$106K - $122K
|
9.42K
$5.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-227- 7.74% |
$106K - $122K
|
2.71K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-228- 9.09% |
$107K - $123K
|
2.28K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-228- 23.75% |
$107K - $123K
|
732
$414K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-229- 2.13% |
$107K - $124K
|
10.5K
$5.94M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-230- 15.04% |
$108K - $124K
|
1.3K
$735K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-231- 16.87% |
$108K - $125K
|
1.14K
$644K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-232- 18.99% |
$109K - $125K
|
990
$560K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-232- 10.87% |
$109K - $125K
|
1.9K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-235- 1.1% |
$110K - $127K
|
21.2K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-235- 2.1% |
$110K - $127K
|
10.9K
$6.19M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-235- 0.11% |
$110K - $127K
|
216K
$122M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-237- 4.01% |
$111K - $128K
|
5.67K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-238- 3.47% |
$111K - $128K
|
6.63K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-239- 23.23% |
$112K - $129K
|
790
$447K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-240- 20.65% |
$112K - $129K
|
922
$522K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-240- 22.86% |
$112K - $129K
|
810
$458K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-240- 5.8% |
$112K - $129K
|
3.9K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-242- 1.16% |
$113K - $131K
|
20.7K
$11.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-245- 0.66% |
$115K - $132K
|
36.7K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-249- 99.2% |
$117K - $134K
|
2
$1.13K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-250- 5.15% |
$117K - $135K
|
4.6K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-250- 33.33% |
$117K - $135K
|
500
$283K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-251- 2.47% |
$118K - $135K
|
9.91K
$5.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-255- 1.34% |
$119K - $138K
|
18.8K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-255- 2.12% |
$119K - $138K
|
11.8K
$6.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-257- 0.5% |
$120K - $139K
|
50.9K
$28.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-258- 4.92% |
$121K - $139K
|
4.98K
$2.82M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-259- 8.77% |
$121K - $140K
|
2.69K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-260- 1.2% |
$122K - $140K
|
21.4K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Goldstream Capital Management LTD
|
SELL
|
- |
-260- 44.83% |
$122K - $140K
|
320
$181K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-261- 1.7% |
$122K - $141K
|
15.1K
$8.55M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-261- 2.65% |
$122K - $141K
|
9.59K
$5.42M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-261- 7.66% |
$122K - $141K
|
3.15K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-263- 2.7% |
$123K - $142K
|
9.49K
$5.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-264- 32.75% |
$124K - $142K
|
542
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-265- 0.55% |
$124K - $143K
|
48.2K
$27.3M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-265- 1.55% |
$124K - $143K
|
16.9K
$9.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-267- 0.62% |
$125K - $144K
|
42.9K
$24.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-267- 12.75% |
$125K - $144K
|
1.83K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-268- 7.9% |
$126K - $145K
|
3.12K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-269- 9.86% |
$126K - $145K
|
2.46K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-270- 2.21% |
$126K - $146K
|
11.9K
$6.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-270- 1.9% |
$126K - $146K
|
13.9K
$7.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-270- 8.67% |
$126K - $146K
|
2.85K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-270- 8.57% |
$126K - $146K
|
2.88K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-273- 38.34% |
$128K - $147K
|
439
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-276- 3.72% |
$129K - $149K
|
7.14K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-276- 10.77% |
$129K - $149K
|
2.29K
$1.29M
|