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
|
Bouchey Financial Group LTD
|
SELL
|
- |
-889- 0.23% |
$416K - $480K
|
379K
$211M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-891- 6.77% |
$417K - $481K
|
12.3K
$6.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-896- 35.54% |
$420K - $483K
|
1.63K
$904K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-900- 40.95% |
$422K - $486K
|
1.3K
$722K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-902- 1.05% |
$422K - $487K
|
84.9K
$47.2M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-904- 3.75% |
$423K - $488K
|
23.2K
$12.9M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-929- 1.04% |
$435K - $501K
|
88.2K
$49.1M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-932- 11.36% |
$436K - $503K
|
7.27K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-940- 23.65% |
$440K - $507K
|
3.04K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-945- 0.61% |
$443K - $510K
|
153K
$85.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-957- 1.19% |
$448K - $516K
|
79.7K
$44.3M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-958- 6.79% |
$449K - $517K
|
13.1K
$7.31M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-963- 53.59% |
$451K - $520K
|
834
$464K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-971- 5.3% |
$455K - $524K
|
17.4K
$9.66M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-983- 11.23% |
$460K - $530K
|
7.77K
$4.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-991- 5.84% |
$464K - $535K
|
16K
$8.9M
|
|
|
May 14, 2025
Q1 2025
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-1K- 21.28% |
$468K - $540K
|
3.7K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1K- 2.01% |
$469K - $541K
|
48.8K
$27.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.01K- 97.1% |
$471K - $542K
|
30
$16.7K
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.01K- 3.14% |
$474K - $547K
|
31.2K
$17.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-1.02K- 10.83% |
$477K - $550K
|
8.39K
$4.67M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.02K- 1.14% |
$478K - $551K
|
88.3K
$49.1M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.04K- 2.95% |
$485K - $558K
|
34K
$18.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.04K- 7.11% |
$486K - $560K
|
13.6K
$7.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.04K- 38.16% |
$489K - $563K
|
1.69K
$941K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.05K- 16.14% |
$492K - $566K
|
5.45K
$3.03M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.05K- 4.45% |
$493K - $568K
|
22.6K
$12.6M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.06K- 7.35% |
$498K - $574K
|
13.4K
$7.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.07K- 11.09% |
$499K - $575K
|
8.55K
$4.76M
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.07K- 0.65% |
$501K - $577K
|
163K
$90.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.08K- 30.74% |
$504K - $581K
|
2.42K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 3.63% |
$506K - $583K
|
28.7K
$16M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1.08K- 1.56% |
$507K - $584K
|
68.2K
$38M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.09K- 24.87% |
$510K - $587K
|
3.29K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.1K- 30.26% |
$515K - $593K
|
2.54K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.1K- 20.61% |
$517K - $596K
|
4.25K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.11K- 19.44% |
$520K - $599K
|
4.6K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.12KClosed |
$522K - $602K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.12K- 28.05% |
$525K - $604K
|
2.87K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-1.13K- 52.59% |
$527K - $607K
|
1.02K
$565K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 36.06% |
$528K - $608K
|
2K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.14K- 65.27% |
$533K - $615K
|
606
$337K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.16K- 3.06% |
$543K - $625K
|
36.7K
$20.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.17K- 49.45% |
$546K - $629K
|
1.19K
$662K
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.17K- 11.77% |
$548K - $632K
|
8.78K
$4.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.18K- 63.17% |
$553K - $637K
|
688
$383K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 24.83% |
$559K - $644K
|
3.61K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.19K- 12.93% |
$559K - $644K
|
8.04K
$4.47M
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-1.2K- 1.85% |
$562K - $647K
|
63.7K
$35.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.2K- 4.11% |
$562K - $648K
|
28K
$15.6M
|