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 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-457- 1.38% |
$214K - $247K
|
32.6K
$18.6M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-459- 8.31% |
$215K - $248K
|
5.06K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-460- 72.21% |
$215K - $248K
|
177
$101K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-461- 4.01% |
$216K - $249K
|
11K
$6.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-465- 2.95% |
$218K - $251K
|
15.3K
$8.72M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-466- 4.44% |
$218K - $251K
|
10K
$5.73M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-466- 6.3% |
$218K - $251K
|
6.93K
$3.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-469- 13.57% |
$220K - $253K
|
2.99K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-470- 0.3% |
$220K - $254K
|
154K
$88M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-470- 2.35% |
$220K - $254K
|
19.5K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-471- 10.0% |
$221K - $254K
|
4.24K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-472- 2.32% |
$221K - $255K
|
19.8K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-475- 28.34% |
$222K - $256K
|
1.2K
$685K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-476- 2.45% |
$223K - $257K
|
19K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-476- 5.66% |
$223K - $257K
|
7.94K
$4.53M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-477- 33.59% |
$223K - $257K
|
943
$538K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-479- 47.8% |
$224K - $258K
|
523
$298K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-479- 45.49% |
$224K - $258K
|
574
$327K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-480- 22.89% |
$225K - $259K
|
1.62K
$922K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-484- 1.37% |
$227K - $261K
|
34.9K
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-484- 98.98% |
$227K - $261K
|
5
$2.85K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-485- 46.68% |
$227K - $262K
|
554
$316K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-485- 3.79% |
$227K - $262K
|
12.3K
$7.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-486- 7.41% |
$228K - $262K
|
6.08K
$3.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-488- 23.52% |
$229K - $263K
|
1.59K
$905K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-495- 22.14% |
$232K - $267K
|
1.74K
$993K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-495- 13.53% |
$232K - $267K
|
3.16K
$1.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-500- 16.76% |
$234K - $270K
|
2.48K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-501- 8.08% |
$235K - $270K
|
5.7K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-504- 5.49% |
$236K - $272K
|
8.68K
$4.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-504- 43.64% |
$236K - $272K
|
651
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-505- 1.67% |
$237K - $272K
|
29.7K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-506- 9.32% |
$237K - $273K
|
4.92K
$2.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-511- 28.03% |
$239K - $276K
|
1.31K
$748K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-512- 3.38% |
$240K - $276K
|
14.7K
$8.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-515- 2.4% |
$241K - $278K
|
20.9K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-517- 2.01% |
$242K - $279K
|
25.2K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-518- 2.55% |
$243K - $279K
|
19.8K
$11.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-520- 3.39% |
$244K - $281K
|
14.8K
$8.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-520- 24.09% |
$244K - $281K
|
1.64K
$935K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-520- 0.91% |
$244K - $281K
|
56.4K
$32.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-521- 1.13% |
$244K - $281K
|
45.7K
$26.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-522- 2.84% |
$244K - $282K
|
17.9K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-526- 12.26% |
$246K - $284K
|
3.77K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-530- 1.21% |
$248K - $286K
|
43.5K
$24.8M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-530- 9.93% |
$248K - $286K
|
4.81K
$2.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-533- 3.14% |
$250K - $288K
|
16.5K
$9.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-536- 2.7% |
$251K - $289K
|
19.3K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-537- 0.91% |
$251K - $290K
|
58.7K
$33.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-540- 1.43% |
$253K - $291K
|
37.3K
$21.3M
|