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 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-667- 41.61% |
$312K - $360K
|
936
$534K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-675- 7.26% |
$316K - $364K
|
8.62K
$4.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-675- 13.13% |
$316K - $364K
|
4.46K
$2.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-675- 1.29% |
$316K - $364K
|
51.6K
$29.4M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-677- 15.2% |
$317K - $365K
|
3.78K
$2.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-679- 4.31% |
$318K - $366K
|
15.1K
$8.59M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-679- 21.17% |
$318K - $366K
|
2.53K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-684- 10.15% |
$320K - $369K
|
6.06K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-685- 64.56% |
$321K - $370K
|
376
$214K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-688- 8.88% |
$322K - $371K
|
7.06K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-693- 6.46% |
$325K - $374K
|
10K
$5.73M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-698- 7.24% |
$327K - $377K
|
8.95K
$5.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-699- 1.31% |
$327K - $377K
|
52.8K
$30.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-701- 56.4% |
$328K - $378K
|
542
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-703- 23.0% |
$329K - $379K
|
2.35K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-703- 2.37% |
$329K - $379K
|
29K
$16.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-719- 23.31% |
$337K - $388K
|
2.37K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-720- 0.88% |
$337K - $388K
|
81.5K
$46.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-723- 32.63% |
$339K - $390K
|
1.49K
$852K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-723- 3.09% |
$339K - $390K
|
22.7K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-730- 4.78% |
$342K - $394K
|
14.5K
$8.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-731- 43.75% |
$342K - $394K
|
940
$536K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-733- 2.47% |
$343K - $395K
|
29K
$16.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-737- 26.11% |
$345K - $398K
|
2.09K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-737- 38.81% |
$345K - $398K
|
1.16K
$663K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-739- 1.83% |
$346K - $399K
|
39.7K
$22.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-746- 49.6% |
$349K - $402K
|
758
$432K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-749- 37.87% |
$351K - $404K
|
1.23K
$701K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-750- 12.32% |
$351K - $405K
|
5.34K
$3.04M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-750- 3.25% |
$351K - $405K
|
22.3K
$12.7M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-750- 15.5% |
$351K - $405K
|
4.09K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-753- 0.89% |
$353K - $406K
|
84.3K
$48.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-755- 4.68% |
$354K - $407K
|
15.4K
$8.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-757- 2.43% |
$355K - $408K
|
30.4K
$17.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-767- 4.34% |
$359K - $414K
|
16.9K
$9.64M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-770- 4.8% |
$361K - $415K
|
15.3K
$8.7M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-770- 1.66% |
$361K - $415K
|
45.6K
$26M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-772- 8.28% |
$362K - $417K
|
8.55K
$4.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-773- 1.14% |
$362K - $417K
|
66.8K
$38.1M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-784- 6.45% |
$367K - $423K
|
11.4K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-785- 11.27% |
$368K - $424K
|
6.18K
$3.53M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-786- 17.39% |
$368K - $424K
|
3.73K
$2.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-786- 2.1% |
$368K - $424K
|
36.6K
$20.9M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-794- 3.01% |
$372K - $428K
|
25.6K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-794- 12.85% |
$372K - $428K
|
5.39K
$3.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-796- 5.31% |
$373K - $429K
|
14.2K
$8.09M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-797- 43.74% |
$373K - $430K
|
1.03K
$585K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-800- 6.5% |
$375K - $432K
|
11.5K
$6.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-802- 35.55% |
$376K - $433K
|
1.45K
$829K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-802- 10.4% |
$376K - $433K
|
6.91K
$3.94M
|