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 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-277- 1.38% |
$130K - $149K
|
19.9K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-277- 16.94% |
$130K - $149K
|
1.36K
$768K
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-280- 16.87% |
$131K - $151K
|
1.38K
$781K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-281- 9.48% |
$132K - $152K
|
2.68K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-284- 1.59% |
$133K - $153K
|
17.6K
$9.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-287- 12.69% |
$134K - $155K
|
1.98K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-292- 14.79% |
$137K - $158K
|
1.68K
$951K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-293- 6.35% |
$137K - $158K
|
4.32K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-293- 2.97% |
$137K - $158K
|
9.57K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-293- 7.76% |
$137K - $158K
|
3.48K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-300- 7.92% |
$141K - $162K
|
3.49K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-302- 24.04% |
$141K - $163K
|
954
$540K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-302- 3.08% |
$141K - $163K
|
9.49K
$5.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-308- 6.28% |
$144K - $166K
|
4.6K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-308- 7.69% |
$144K - $166K
|
3.7K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-310- 3.45% |
$145K - $167K
|
8.69K
$4.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-311- 13.56% |
$146K - $168K
|
1.98K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-311- 15.01% |
$146K - $168K
|
1.76K
$996K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-311- 15.01% |
$146K - $168K
|
1.76K
$996K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-311- 1.47% |
$146K - $168K
|
20.8K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-311- 0.86% |
$146K - $168K
|
35.7K
$20.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-314- 4.51% |
$147K - $169K
|
6.65K
$3.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-316- 1.19% |
$148K - $170K
|
26.3K
$14.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-316- 2.96% |
$148K - $170K
|
10.4K
$5.86M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-316- 4.84% |
$148K - $170K
|
6.22K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-316- 18.34% |
$148K - $170K
|
1.41K
$796K
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-318- 27.18% |
$149K - $172K
|
852
$482K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-319- 2.52% |
$149K - $172K
|
12.3K
$6.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-320- 18.37% |
$150K - $173K
|
1.42K
$804K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-320- 32.19% |
$150K - $173K
|
674
$381K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-320- 2.46% |
$150K - $173K
|
12.7K
$7.19M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-320- 26.29% |
$150K - $173K
|
897
$507K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-322- 1.06% |
$151K - $174K
|
30K
$17M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-324- 9.9% |
$152K - $175K
|
2.95K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-324- 3.27% |
$152K - $175K
|
9.6K
$5.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-324- 3.74% |
$152K - $175K
|
8.34K
$4.72M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-328- 9.16% |
$154K - $177K
|
3.25K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-329- 43.63% |
$154K - $178K
|
425
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-335- 2.4% |
$157K - $181K
|
13.7K
$7.72M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-337- 10.55% |
$158K - $182K
|
2.86K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-338- 13.68% |
$158K - $182K
|
2.13K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-339- 3.21% |
$159K - $183K
|
10.2K
$5.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-341- 3.13% |
$160K - $184K
|
10.6K
$5.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-341- 0.42% |
$160K - $184K
|
80.8K
$45.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-343- 5.21% |
$161K - $185K
|
6.24K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-348- 6.5% |
$163K - $188K
|
5K
$2.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-350- 9.0% |
$164K - $189K
|
3.54K
$2M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-351- 3.34% |
$164K - $189K
|
10.1K
$5.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-351- 1.87% |
$164K - $189K
|
18.4K
$10.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-352- 0.94% |
$165K - $190K
|
37K
$20.9M
|