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 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.07K- 0.65% |
$501K - $577K
|
163K
$94.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.08K- 30.74% |
$504K - $581K
|
2.42K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 3.63% |
$506K - $583K
|
28.7K
$16.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1.08K- 1.56% |
$507K - $584K
|
68.2K
$39.6M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.09K- 24.87% |
$510K - $587K
|
3.29K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.1K- 30.26% |
$515K - $593K
|
2.54K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.1K- 20.61% |
$517K - $596K
|
4.25K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.11K- 19.44% |
$520K - $599K
|
4.6K
$2.67M
|
|
|
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
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-1.13K- 52.59% |
$527K - $607K
|
1.02K
$589K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 36.06% |
$528K - $608K
|
2K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.14K- 65.27% |
$533K - $615K
|
606
$352K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.16K- 3.06% |
$543K - $625K
|
36.7K
$21.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.17K- 49.45% |
$546K - $629K
|
1.19K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.17K- 11.77% |
$548K - $632K
|
8.78K
$5.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.18K- 63.17% |
$553K - $637K
|
688
$399K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 24.83% |
$559K - $644K
|
3.61K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.19K- 12.93% |
$559K - $644K
|
8.04K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-1.2K- 1.85% |
$562K - $647K
|
63.7K
$36.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.2K- 4.11% |
$562K - $648K
|
28K
$16.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.21K- 4.0% |
$565K - $651K
|
28.9K
$16.8M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.21K- 25.73% |
$565K - $651K
|
3.48K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.23K- 2.26% |
$576K - $664K
|
53.2K
$30.9M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.23K- 11.02% |
$577K - $665K
|
9.95K
$5.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.23K- 25.47% |
$578K - $666K
|
3.61K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.24K- 58.99% |
$579K - $667K
|
860
$499K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.24K- 8.48% |
$581K - $670K
|
13.4K
$7.77M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.25K- 11.16% |
$587K - $676K
|
9.97K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-1.26K- 11.34% |
$589K - $679K
|
9.84K
$5.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-1.26K- 10.8% |
$592K - $681K
|
10.4K
$6.05M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.28K- 4.1% |
$600K - $692K
|
30K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.29K- 71.03% |
$602K - $693K
|
524
$304K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.3K- 12.2% |
$607K - $700K
|
9.34K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.31K- 72.31% |
$612K - $705K
|
500
$290K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.31K- 3.01% |
$613K - $706K
|
42.1K
$24.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.31K- 35.62% |
$614K - $707K
|
2.37K
$1.37M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.32K- 2.15% |
$618K - $712K
|
60.2K
$34.9M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 20.58% |
$620K - $714K
|
5.11K
$2.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.33K- 5.18% |
$625K - $720K
|
24.4K
$14.2M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.34K- 3.22% |
$626K - $721K
|
40.2K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.35K- 12.84% |
$632K - $728K
|
9.16K
$5.31M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.36K- 69.49% |
$638K - $735K
|
598
$347K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.37K- 1.73% |
$639K - $736K
|
77.5K
$44.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.37K- 7.52% |
$641K - $738K
|
16.8K
$9.76M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.38K- 16.43% |
$646K - $744K
|
7.02K
$4.07M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.38K- 29.16% |
$646K - $744K
|
3.35K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 26.54% |
$660K - $760K
|
3.9K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.41K- 3.7% |
$662K - $763K
|
36.8K
$21.4M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.42K- 6.0% |
$664K - $765K
|
22.2K
$12.9M
|