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 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-544- 0.33% |
$255K - $293K
|
163K
$93.2M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-544- 78.39% |
$255K - $293K
|
150
$85.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-545- 4.24% |
$255K - $294K
|
12.3K
$7.02M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-546- 5.85% |
$256K - $295K
|
8.79K
$5.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-551- 11.28% |
$258K - $297K
|
4.34K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-552- 31.13% |
$259K - $298K
|
1.22K
$696K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-554- 47.88% |
$259K - $299K
|
603
$344K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-556- 42.74% |
$260K - $300K
|
745
$425K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-557- 17.07% |
$261K - $301K
|
2.71K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-561- 5.78% |
$263K - $303K
|
9.15K
$5.22M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-564- 25.07% |
$264K - $304K
|
1.69K
$962K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-566- 14.68% |
$265K - $305K
|
3.29K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-566- 1.83% |
$265K - $305K
|
30.4K
$17.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-567- 4.75% |
$266K - $306K
|
11.4K
$6.49M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-567- 11.49% |
$266K - $306K
|
4.37K
$2.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-568- 17.05% |
$266K - $306K
|
2.76K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-569- 36.15% |
$266K - $307K
|
1.01K
$573K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-575- 1.75% |
$269K - $310K
|
32.3K
$18.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-577- 1.8% |
$270K - $311K
|
31.4K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-583- 24.43% |
$273K - $315K
|
1.8K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-588- 1.42% |
$275K - $317K
|
40.7K
$23.2M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-589- 9.02% |
$276K - $318K
|
5.94K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-590- 3.29% |
$276K - $318K
|
17.3K
$9.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-592- 5.17% |
$277K - $319K
|
10.9K
$6.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-597- 3.22% |
$280K - $322K
|
17.9K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-597- 18.15% |
$280K - $322K
|
2.69K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-601- 1.79% |
$281K - $324K
|
32.9K
$18.8M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-603- 2.01% |
$282K - $325K
|
29.4K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-609- 17.79% |
$285K - $329K
|
2.81K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-609- 1.59% |
$285K - $329K
|
37.6K
$21.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-616- 30.48% |
$288K - $332K
|
1.41K
$801K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-617- 2.44% |
$289K - $333K
|
24.7K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-617- 4.89% |
$289K - $333K
|
12K
$6.85M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-621- 58.92% |
$291K - $335K
|
433
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-623- 10.81% |
$292K - $336K
|
5.14K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-623- 8.58% |
$292K - $336K
|
6.63K
$3.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-631- 38.95% |
$296K - $340K
|
989
$564K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-632- 4.34% |
$296K - $341K
|
13.9K
$7.95M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-636- 12.45% |
$298K - $343K
|
4.47K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-639- 47.33% |
$299K - $345K
|
711
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-640- 8.98% |
$300K - $345K
|
6.49K
$3.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-640- 2.61% |
$300K - $345K
|
23.8K
$13.6M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-642- 25.24% |
$301K - $346K
|
1.9K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-645- 1.82% |
$302K - $348K
|
34.8K
$19.8M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-645- 1.69% |
$302K - $348K
|
37.5K
$21.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-646- 0.88% |
$303K - $349K
|
72.4K
$41.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-653- 20.52% |
$306K - $352K
|
2.53K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-663- 8.04% |
$311K - $358K
|
7.59K
$4.33M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-665- 0.55% |
$311K - $359K
|
119K
$68.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-667- 3.38% |
$312K - $360K
|
19.1K
$10.9M
|