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 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-14.8K- 9.73% |
$6.92M - $7.97M
|
137K
$76.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-14.9K- 2.17% |
$6.98M - $8.04M
|
671K
$373M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15.1K- 42.7% |
$7.05M - $8.13M
|
20.2K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-15.1K- 25.81% |
$7.07M - $8.15M
|
43.4K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.2K- 4.76% |
$7.14M - $8.23M
|
305K
$170M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-15.4K- 81.88% |
$7.2M - $8.3M
|
3.4K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-15.6K- 31.2% |
$7.3M - $8.41M
|
34.4K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-15.7K- 15.0% |
$7.33M - $8.45M
|
88.7K
$49.3M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-15.9K- 84.17% |
$7.47M - $8.6M
|
3K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-16.4K- 52.22% |
$7.68M - $8.85M
|
15K
$8.35M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-16.5K- 3.08% |
$7.74M - $8.91M
|
520K
$289M
|
|
|
May 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-16.9K- 21.73% |
$7.91M - $9.11M
|
60.8K
$33.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-17K- 44.62% |
$7.94M - $9.15M
|
21.1K
$11.7M
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-17.2K- 94.71% |
$8.06M - $9.28M
|
960
$534K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-17.4K- 57.21% |
$8.16M - $9.4M
|
13K
$7.25M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-17.9K- 64.34% |
$8.37M - $9.65M
|
9.91K
$5.51M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-18K- 29.81% |
$8.41M - $9.69M
|
42.3K
$23.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-18K- 82.94% |
$8.42M - $9.7M
|
3.7K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-18.7K- 5.19% |
$8.76M - $10.1M
|
342K
$190M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-18.8K- 68.51% |
$8.79M - $10.1M
|
8.63K
$4.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-19.3K- 30.88% |
$9.02M - $10.4M
|
43.1K
$24M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-19.3K- 65.09% |
$9.04M - $10.4M
|
10.4K
$5.76M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-19.8K- 86.88% |
$9.26M - $10.7M
|
2.99K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-19.8K- 56.9% |
$9.29M - $10.7M
|
15K
$8.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-20K- 94.96% |
$9.37M - $10.8M
|
1.06K
$591K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.3K- 3.96% |
$9.52M - $11M
|
493K
$274M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.7K- 9.57% |
$9.72M - $11.2M
|
196K
$109M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21K- 83.91% |
$9.83M - $11.3M
|
4.03K
$2.24M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-21.7K- 95.5% |
$10.2M - $11.7M
|
1.02K
$569K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-21.7K- 34.31% |
$10.2M - $11.7M
|
41.6K
$23.1M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-22K- 99.64% |
$10.3M - $11.8M
|
79
$43.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-23.7K- 99.12% |
$11.1M - $12.8M
|
210
$117K
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-24.3K- 99.98% |
$11.4M - $13.1M
|
6
$3.34K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.3K- 14.56% |
$11.9M - $13.7M
|
149K
$82.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25.9K- 28.45% |
$12.1M - $14M
|
65.2K
$36.2M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-27K- 70.31% |
$12.6M - $14.6M
|
11.4K
$6.33M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27.4K- 40.32% |
$12.8M - $14.8M
|
40.6K
$22.6M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-27.8K- 22.69% |
$13M - $15M
|
94.6K
$52.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-28.9K- 37.97% |
$13.5M - $15.6M
|
47.2K
$26.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-29K- 24.9% |
$13.6M - $15.6M
|
87.4K
$48.6M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-29K- 98.85% |
$13.6M - $15.6M
|
337
$187K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.1K- 20.21% |
$13.6M - $15.7M
|
115K
$64M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.8K- 10.15% |
$14.4M - $16.6M
|
273K
$152M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-31K- 9.19% |
$14.5M - $16.7M
|
306K
$170M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-31.9K- 47.19% |
$14.9M - $17.2M
|
35.7K
$19.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-32.3K- 49.63% |
$15.1M - $17.4M
|
32.7K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.3K- 49.39% |
$16.1M - $18.5M
|
35.2K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.7K- 0.77% |
$16.2M - $18.7M
|
4.47M
$2.48B
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-35K- 15.88% |
$16.4M - $18.9M
|
186K
$103M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-35.2K- 85.08% |
$16.5M - $19M
|
6.17K
$3.43M
|