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 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-352- 41.12% |
$165K - $190K
|
504
$285K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-354- 2.11% |
$166K - $191K
|
16.4K
$9.27M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-360- 8.21% |
$169K - $194K
|
4.03K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-360- 1.4% |
$169K - $194K
|
25.4K
$14.4M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-360- 11.12% |
$169K - $194K
|
2.88K
$1.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-361- 4.03% |
$169K - $195K
|
8.6K
$4.87M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-361- 2.85% |
$169K - $195K
|
12.3K
$6.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-362- 0.5% |
$170K - $195K
|
71.7K
$40.5M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-364- 0.53% |
$170K - $196K
|
67.7K
$38.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-367- 15.66% |
$172K - $198K
|
1.98K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-370- 28.97% |
$173K - $200K
|
907
$513K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-371- 1.25% |
$174K - $200K
|
29.4K
$16.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-372- 11.33% |
$174K - $201K
|
2.91K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-372- 10.88% |
$174K - $201K
|
3.05K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-376- 34.4% |
$176K - $203K
|
717
$406K
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-376- 23.18% |
$176K - $203K
|
1.25K
$705K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-376- 0.65% |
$176K - $203K
|
57.8K
$32.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-378- 16.34% |
$177K - $204K
|
1.94K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-381- 8.06% |
$178K - $206K
|
4.35K
$2.46M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-382- 15.77% |
$179K - $206K
|
2.04K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-387- 2.37% |
$181K - $209K
|
16K
$9.03M
|
|
|
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-389- 42.75% |
$182K - $210K
|
521
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-391- 9.87% |
$183K - $211K
|
3.57K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-392- 2.55% |
$184K - $211K
|
15K
$8.48M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-394- 8.92% |
$185K - $213K
|
4.02K
$2.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-395- 74.11% |
$185K - $213K
|
138
$78.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-397- 3.05% |
$186K - $214K
|
12.6K
$7.13M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-398- 53.14% |
$186K - $215K
|
351
$199K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-402- 26.46% |
$188K - $217K
|
1.12K
$632K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-402- 3.93% |
$188K - $217K
|
9.84K
$5.56M
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-402- 34.72% |
$188K - $217K
|
756
$428K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-406- 2.5% |
$190K - $219K
|
15.8K
$8.96M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-407- 0.15% |
$191K - $220K
|
279K
$158M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-407- 1.29% |
$191K - $220K
|
31.1K
$17.6M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-408- 6.22% |
$191K - $220K
|
6.15K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-410- 99.76% |
$192K - $221K
|
1
$566
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-415- 0.92% |
$194K - $224K
|
44.9K
$25.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-421- 4.34% |
$197K - $227K
|
9.28K
$5.25M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-422- 0.97% |
$198K - $228K
|
43.1K
$24.4M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-428- 5.59% |
$200K - $231K
|
7.23K
$4.09M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-432- 40.91% |
$202K - $233K
|
624
$353K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-433- 13.18% |
$203K - $234K
|
2.85K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-442- 4.56% |
$207K - $238K
|
9.25K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-442- 2.57% |
$207K - $238K
|
16.8K
$9.48M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-445- 0.28% |
$208K - $240K
|
158K
$89.5M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-447- 4.09% |
$209K - $241K
|
10.5K
$5.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-449- 0.59% |
$210K - $242K
|
75.3K
$42.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-454- 4.56% |
$213K - $245K
|
9.5K
$5.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-455- 11.32% |
$213K - $245K
|
3.57K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-457- 3.35% |
$214K - $247K
|
13.2K
$7.47M
|