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 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.24K- 3.02% |
$1.05M - $1.21M
|
71.7K
$41.6M
|
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2.26K- 1.23% |
$1.06M - $1.22M
|
181K
$105M
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.27K- 32.39% |
$1.06M - $1.22M
|
4.74K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.27K- 4.02% |
$1.06M - $1.23M
|
54.3K
$31.5M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.33K- 5.01% |
$1.09M - $1.26M
|
44.1K
$25.6M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.35K- 58.25% |
$1.1M - $1.27M
|
1.68K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-2.38K- 94.9% |
$1.11M - $1.28M
|
128
$74.2K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.41K- 16.03% |
$1.13M - $1.3M
|
12.6K
$7.33M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.45K- 10.31% |
$1.15M - $1.32M
|
21.3K
$12.4M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-2.46K- 40.83% |
$1.15M - $1.32M
|
3.56K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.48K- 58.19% |
$1.16M - $1.34M
|
1.78K
$1.03M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.48K- 78.27% |
$1.16M - $1.34M
|
689
$400K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.49K- 2.81% |
$1.17M - $1.35M
|
86.3K
$50.1M
|
|
|
May 15, 2025
Q1 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.5K- 64.92% |
$1.17M - $1.35M
|
1.35K
$784K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-2.5K- 8.79% |
$1.17M - $1.35M
|
26K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.51K- 18.14% |
$1.18M - $1.35M
|
11.3K
$6.57M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.51K- 10.58% |
$1.18M - $1.36M
|
21.2K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-2.53K- 26.24% |
$1.19M - $1.37M
|
7.11K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.58K- 18.5% |
$1.21M - $1.39M
|
11.4K
$6.59M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.59K- 6.25% |
$1.21M - $1.4M
|
38.8K
$22.5M
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2.6K- 4.78% |
$1.22M - $1.4M
|
51.8K
$30M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.61K- 10.26% |
$1.22M - $1.41M
|
22.8K
$13.2M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.61K- 19.42% |
$1.22M - $1.41M
|
10.8K
$6.29M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.72K- 1.37% |
$1.27M - $1.47M
|
196K
$114M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-2.74K- 7.5% |
$1.28M - $1.48M
|
33.8K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-2.75K- 60.79% |
$1.29M - $1.49M
|
1.78K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-2.78K- 30.7% |
$1.3M - $1.5M
|
6.27K
$3.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.79K- 19.47% |
$1.31M - $1.51M
|
11.5K
$6.7M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.85K- 2.37% |
$1.33M - $1.54M
|
117K
$67.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-2.86K- 18.02% |
$1.34M - $1.54M
|
13K
$7.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.87K- 43.8% |
$1.35M - $1.55M
|
3.69K
$2.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-2.88K- 38.06% |
$1.35M - $1.55M
|
4.69K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.98K- 13.81% |
$1.39M - $1.61M
|
18.6K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3K- 17.29% |
$1.4M - $1.62M
|
14.3K
$8.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.02K- 6.78% |
$1.42M - $1.63M
|
41.6K
$24.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-3.04K- 16.07% |
$1.42M - $1.64M
|
15.8K
$9.19M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 3.23% |
$1.42M - $1.64M
|
91K
$52.8M
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-3.04K- 1.54% |
$1.43M - $1.64M
|
194K
$113M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-3.05K- 3.04% |
$1.43M - $1.65M
|
97.4K
$56.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.05K- 1.98% |
$1.43M - $1.65M
|
151K
$87.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-3.09K- 25.94% |
$1.44M - $1.66M
|
8.81K
$5.11M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.13K- 7.39% |
$1.47M - $1.69M
|
39.3K
$22.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.14K- 21.43% |
$1.47M - $1.69M
|
11.5K
$6.67M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.15K- 4.86% |
$1.47M - $1.7M
|
61.6K
$35.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.17K- 8.54% |
$1.48M - $1.71M
|
33.9K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-3.2K- 61.8% |
$1.5M - $1.72M
|
1.98K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.23K- 5.01% |
$1.51M - $1.74M
|
61.3K
$35.6M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.24K- 4.19% |
$1.52M - $1.75M
|
74K
$42.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.32K- 18.74% |
$1.56M - $1.79M
|
14.4K
$8.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3.33K- 42.12% |
$1.56M - $1.8M
|
4.58K
$2.65M
|