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 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.21K- 4.0% |
$565K - $651K
|
28.9K
$16.1M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.21K- 25.73% |
$565K - $651K
|
3.48K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.23K- 2.26% |
$576K - $664K
|
53.2K
$29.6M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.23K- 11.02% |
$577K - $665K
|
9.95K
$5.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.23K- 25.47% |
$578K - $666K
|
3.61K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.24K- 58.99% |
$579K - $667K
|
860
$478K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.24K- 8.48% |
$581K - $670K
|
13.4K
$7.45M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.25K- 11.16% |
$587K - $676K
|
9.97K
$5.55M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-1.26K- 11.34% |
$589K - $679K
|
9.84K
$5.47M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-1.26K- 10.8% |
$592K - $681K
|
10.4K
$5.81M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.28K- 4.1% |
$600K - $692K
|
30K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.29K- 71.03% |
$602K - $693K
|
524
$291K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.3K- 12.2% |
$607K - $700K
|
9.34K
$5.19M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.31K- 72.31% |
$612K - $705K
|
500
$278K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.31K- 3.01% |
$613K - $706K
|
42.1K
$23.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.31K- 35.62% |
$614K - $707K
|
2.37K
$1.32M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.32K- 2.15% |
$618K - $712K
|
60.2K
$33.5M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 20.58% |
$620K - $714K
|
5.11K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.33K- 5.18% |
$625K - $720K
|
24.4K
$13.6M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.34K- 3.22% |
$626K - $721K
|
40.2K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.35K- 12.84% |
$632K - $728K
|
9.16K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.36K- 69.49% |
$638K - $735K
|
598
$333K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.37K- 1.73% |
$639K - $736K
|
77.5K
$43.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.37K- 7.52% |
$641K - $738K
|
16.8K
$9.36M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.38K- 16.43% |
$646K - $744K
|
7.02K
$3.9M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.38K- 29.16% |
$646K - $744K
|
3.35K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 26.54% |
$660K - $760K
|
3.9K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.41K- 3.7% |
$662K - $763K
|
36.8K
$20.5M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.42K- 6.0% |
$664K - $765K
|
22.2K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-1.42K- 9.22% |
$666K - $767K
|
14K
$7.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.43K- 17.49% |
$667K - $769K
|
6.72K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.45K- 31.56% |
$678K - $781K
|
3.14K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.46K- 8.2% |
$682K - $786K
|
16.3K
$9.06M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.47K- 11.4% |
$687K - $791K
|
11.4K
$6.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.48K- 2.82% |
$692K - $797K
|
50.9K
$28.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.49K- 3.63% |
$698K - $804K
|
39.5K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1.5K- 4.18% |
$701K - $808K
|
34.3K
$19.1M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.51K- 8.64% |
$705K - $813K
|
15.9K
$8.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.52K- 15.45% |
$710K - $817K
|
8.29K
$4.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.52K- 12.57% |
$712K - $820K
|
10.6K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.52K- 8.39% |
$714K - $822K
|
16.6K
$9.26M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.57K- 5.17% |
$734K - $846K
|
28.7K
$16M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.57K- 18.51% |
$736K - $848K
|
6.92K
$3.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.58K- 3.95% |
$740K - $853K
|
38.5K
$21.4M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.59K- 12.15% |
$746K - $859K
|
11.5K
$6.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.62K- 10.43% |
$759K - $875K
|
13.9K
$7.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.65K- 5.55% |
$770K - $888K
|
28K
$15.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.67K- 4.26% |
$780K - $898K
|
37.4K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.67K- 3.97% |
$781K - $899K
|
40.3K
$22.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.67K- 1.4% |
$782K - $900K
|
118K
$65.4M
|