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 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-21.7K- 34.31% |
$10.2M - $11.7M
|
41.6K
$24.1M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-22K- 99.64% |
$10.3M - $11.8M
|
79
$45.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-23.7K- 99.12% |
$11.1M - $12.8M
|
210
$122K
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-24.3K- 99.98% |
$11.4M - $13.1M
|
6
$3.48K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.3K- 14.56% |
$11.9M - $13.7M
|
149K
$86.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25.9K- 28.45% |
$12.1M - $14M
|
65.2K
$37.8M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-27K- 70.31% |
$12.6M - $14.6M
|
11.4K
$6.61M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27.4K- 40.32% |
$12.8M - $14.8M
|
40.6K
$23.5M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-27.8K- 22.69% |
$13M - $15M
|
94.6K
$54.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-28.9K- 37.97% |
$13.5M - $15.6M
|
47.2K
$27.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-29K- 24.9% |
$13.6M - $15.6M
|
87.4K
$50.7M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-29K- 98.85% |
$13.6M - $15.6M
|
337
$195K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.1K- 20.21% |
$13.6M - $15.7M
|
115K
$66.7M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.8K- 10.15% |
$14.4M - $16.6M
|
273K
$158M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-31K- 9.19% |
$14.5M - $16.7M
|
306K
$178M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-31.9K- 47.19% |
$14.9M - $17.2M
|
35.7K
$20.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-32.3K- 49.63% |
$15.1M - $17.4M
|
32.7K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.3K- 49.39% |
$16.1M - $18.5M
|
35.2K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.7K- 0.77% |
$16.2M - $18.7M
|
4.47M
$2.59B
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-35K- 15.88% |
$16.4M - $18.9M
|
186K
$108M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-35.2K- 85.08% |
$16.5M - $19M
|
6.17K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-35.6K- 38.27% |
$16.7M - $19.2M
|
57.5K
$33.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-36.5K- 39.21% |
$17.1M - $19.7M
|
56.6K
$32.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-37.2K- 97.79% |
$17.4M - $20.1M
|
839
$487K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.3K- 1.26% |
$17.5M - $20.1M
|
2.93M
$1.7B
|
|
|
May 15, 2025
Q1 2025
|
Georgetown University
Washington, DC |
SELL
|
- |
-37.8K- 20.5% |
$17.7M - $20.4M
|
146K
$84.9M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-38.5K- 46.18% |
$18M - $20.8M
|
44.9K
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39.6K- 6.36% |
$18.6M - $21.4M
|
584K
$338M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-39.9K- 31.11% |
$18.7M - $21.5M
|
88.3K
$51.2M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-41.3K- 95.95% |
$19.4M - $22.3M
|
1.75K
$1.01M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-44.6K- 98.68% |
$20.9M - $24.1M
|
597
$346K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-46.4K- 35.79% |
$21.7M - $25.1M
|
83.3K
$48.3M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-47.3K- 43.29% |
$22.2M - $25.5M
|
62K
$36M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-51.8K- 44.71% |
$24.3M - $28M
|
64.1K
$37.2M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-52.6K- 80.29% |
$24.6M - $28.4M
|
12.9K
$7.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-54.3K- 71.98% |
$25.4M - $29.3M
|
21.1K
$12.3M
|
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-54.5K- 71.42% |
$25.5M - $29.4M
|
21.8K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-54.6K- 72.42% |
$25.6M - $29.4M
|
20.8K
$12.1M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-54.6K- 72.42% |
$25.6M - $29.4M
|
20.8K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-56K- 20.91% |
$26.2M - $30.2M
|
212K
$123M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-56.3K- 17.39% |
$26.4M - $30.4M
|
267K
$155M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-58.3K- 14.57% |
$27.3M - $31.4M
|
342K
$198M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-58.5K- 4.15% |
$27.4M - $31.6M
|
1.35M
$784M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-59K- 95.72% |
$27.6M - $31.8M
|
2.64K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-66.1K- 10.07% |
$30.9M - $35.6M
|
590K
$342M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-66.7K- 32.88% |
$31.2M - $36M
|
136K
$79M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-68.1K- 11.39% |
$31.9M - $36.7M
|
530K
$307M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-73.1K- 2.05% |
$34.2M - $39.5M
|
3.5M
$2.03B
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-81.9K- 41.77% |
$38.4M - $44.2M
|
114K
$66.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-84.6K- 59.36% |
$39.6M - $45.7M
|
57.9K
$33.6M
|