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 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-803- 1.39% |
$376K - $433K
|
57.2K
$32.6M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-805- 3.51% |
$377K - $434K
|
22.1K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-807- 1.49% |
$378K - $435K
|
53.2K
$30.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-808- 12.73% |
$378K - $436K
|
5.54K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-812- 28.09% |
$380K - $438K
|
2.08K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-828- 2.95% |
$388K - $447K
|
27.3K
$15.5M
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-830- 5.57% |
$389K - $448K
|
14.1K
$8.03M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-833- 3.69% |
$390K - $449K
|
21.8K
$12.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-834- 16.05% |
$391K - $450K
|
4.36K
$2.49M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-834- 2.81% |
$391K - $450K
|
28.9K
$16.5M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-837- 9.19% |
$392K - $452K
|
8.27K
$4.72M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-837- 4.34% |
$392K - $452K
|
18.5K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-839- 2.96% |
$393K - $453K
|
27.5K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-849- 3.91% |
$398K - $458K
|
20.8K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-856- 12.35% |
$401K - $462K
|
6.07K
$3.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-860- 3.83% |
$403K - $464K
|
21.6K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-861- 8.77% |
$403K - $465K
|
8.95K
$5.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-862- 18.06% |
$404K - $465K
|
3.91K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-866- 41.53% |
$406K - $467K
|
1.22K
$695K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-869- 61.37% |
$407K - $469K
|
547
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-869- 4.87% |
$407K - $469K
|
17K
$9.69M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-889- 0.23% |
$416K - $480K
|
379K
$216M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-891- 6.77% |
$417K - $481K
|
12.3K
$6.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-896- 35.54% |
$420K - $483K
|
1.63K
$927K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-900- 40.95% |
$422K - $486K
|
1.3K
$740K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-902- 1.05% |
$422K - $487K
|
84.9K
$48.4M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-904- 3.75% |
$423K - $488K
|
23.2K
$13.3M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-929- 1.04% |
$435K - $501K
|
88.2K
$50.3M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-932- 11.36% |
$436K - $503K
|
7.27K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-940- 23.65% |
$440K - $507K
|
3.04K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-945- 0.61% |
$443K - $510K
|
153K
$87.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-957- 1.19% |
$448K - $516K
|
79.7K
$45.4M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-958- 6.79% |
$449K - $517K
|
13.1K
$7.5M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-963- 53.59% |
$451K - $520K
|
834
$476K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-971- 5.3% |
$455K - $524K
|
17.4K
$9.9M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-983- 11.23% |
$460K - $530K
|
7.77K
$4.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-991- 5.84% |
$464K - $535K
|
16K
$9.12M
|
|
|
May 14, 2025
Q1 2025
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-1K- 21.28% |
$468K - $540K
|
3.7K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1K- 2.01% |
$469K - $541K
|
48.8K
$27.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.01K- 97.1% |
$471K - $542K
|
30
$17.1K
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.01K- 3.14% |
$474K - $547K
|
31.2K
$17.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-1.02K- 10.83% |
$477K - $550K
|
8.39K
$4.79M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.02K- 1.14% |
$478K - $551K
|
88.3K
$50.4M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.04K- 2.95% |
$485K - $558K
|
34K
$19.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.04K- 7.11% |
$486K - $560K
|
13.6K
$7.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.04K- 38.16% |
$489K - $563K
|
1.69K
$965K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.05K- 16.14% |
$492K - $566K
|
5.45K
$3.11M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.05K- 4.45% |
$493K - $568K
|
22.6K
$12.9M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.06K- 7.35% |
$498K - $574K
|
13.4K
$7.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.07K- 11.09% |
$499K - $575K
|
8.55K
$4.88M
|