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 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-589- 9.02% |
$276K - $318K
|
5.94K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-590- 3.29% |
$276K - $318K
|
17.3K
$9.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-592- 5.17% |
$277K - $319K
|
10.9K
$6.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-597- 3.22% |
$280K - $322K
|
17.9K
$9.97M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-597- 18.15% |
$280K - $322K
|
2.69K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-601- 1.79% |
$281K - $324K
|
32.9K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-603- 2.01% |
$282K - $325K
|
29.4K
$16.3M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-609- 17.79% |
$285K - $329K
|
2.81K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-609- 1.59% |
$285K - $329K
|
37.6K
$20.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-616- 30.48% |
$288K - $332K
|
1.41K
$782K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-617- 2.44% |
$289K - $333K
|
24.7K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-617- 4.89% |
$289K - $333K
|
12K
$6.68M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-621- 58.92% |
$291K - $335K
|
433
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-623- 10.81% |
$292K - $336K
|
5.14K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-623- 8.58% |
$292K - $336K
|
6.63K
$3.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-631- 38.95% |
$296K - $340K
|
989
$550K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-632- 4.34% |
$296K - $341K
|
13.9K
$7.75M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-636- 12.45% |
$298K - $343K
|
4.47K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-639- 47.33% |
$299K - $345K
|
711
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-640- 8.98% |
$300K - $345K
|
6.49K
$3.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-640- 2.61% |
$300K - $345K
|
23.8K
$13.3M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-642- 25.24% |
$301K - $346K
|
1.9K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-645- 1.82% |
$302K - $348K
|
34.8K
$19.3M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-645- 1.69% |
$302K - $348K
|
37.5K
$20.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-646- 0.88% |
$303K - $349K
|
72.4K
$40.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-653- 20.52% |
$306K - $352K
|
2.53K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-663- 8.04% |
$311K - $358K
|
7.59K
$4.22M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-665- 0.55% |
$311K - $359K
|
119K
$66.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-667- 3.38% |
$312K - $360K
|
19.1K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-667- 41.61% |
$312K - $360K
|
936
$521K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-675- 7.26% |
$316K - $364K
|
8.62K
$4.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-675- 13.13% |
$316K - $364K
|
4.46K
$2.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-675- 1.29% |
$316K - $364K
|
51.6K
$28.7M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-677- 15.2% |
$317K - $365K
|
3.78K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-679- 4.31% |
$318K - $366K
|
15.1K
$8.38M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-679- 21.17% |
$318K - $366K
|
2.53K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-684- 10.15% |
$320K - $369K
|
6.06K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-685- 64.56% |
$321K - $370K
|
376
$209K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-688- 8.88% |
$322K - $371K
|
7.06K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-693- 6.46% |
$325K - $374K
|
10K
$5.58M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-698- 7.24% |
$327K - $377K
|
8.95K
$4.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-699- 1.31% |
$327K - $377K
|
52.8K
$29.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-701- 56.4% |
$328K - $378K
|
542
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-703- 23.0% |
$329K - $379K
|
2.35K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-703- 2.37% |
$329K - $379K
|
29K
$16.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-719- 23.31% |
$337K - $388K
|
2.37K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-720- 0.88% |
$337K - $388K
|
81.5K
$45.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-723- 32.63% |
$339K - $390K
|
1.49K
$830K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-723- 3.09% |
$339K - $390K
|
22.7K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-730- 4.78% |
$342K - $394K
|
14.5K
$8.09M
|