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 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.8K+ 1.1% |
$1.31M - $1.51M
|
257K
$149M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.8K+ 6.53% |
$1.31M - $1.51M
|
45.6K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.78KNew |
$1.3M - $1.5M
|
2.78K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.77K+ 10.48% |
$1.3M - $1.5M
|
29.2K
$16.9M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
2.77K+ 60.42% |
$1.3M - $1.5M
|
7.36K
$4.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.76K+ 51.5% |
$1.29M - $1.49M
|
8.13K
$4.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.76K+ 75.43% |
$1.29M - $1.49M
|
6.41K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.73K+ 2.4% |
$1.28M - $1.47M
|
117K
$67.7M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
2.72K+ 358.03% |
$1.27M - $1.47M
|
3.48K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.66K+ 1.81% |
$1.25M - $1.44M
|
150K
$87.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
2.66K+ 17.73% |
$1.24M - $1.43M
|
17.6K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.63K+ 27.95% |
$1.23M - $1.42M
|
12K
$6.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.62K+ 3.33% |
$1.23M - $1.41M
|
81.2K
$47.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.61K+ 3.67% |
$1.22M - $1.41M
|
73.8K
$42.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
2.61K+ 8.33% |
$1.22M - $1.41M
|
33.9K
$19.7M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.58K+ 43.25% |
$1.21M - $1.39M
|
8.54K
$4.95M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.56K+ 27.38% |
$1.2M - $1.38M
|
11.9K
$6.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.54K+ 24.4% |
$1.19M - $1.37M
|
12.9K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2.54K+ 25.93% |
$1.19M - $1.37M
|
12.3K
$7.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.53K+ 4.98% |
$1.18M - $1.36M
|
53.2K
$30.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.51K+ 20.36% |
$1.18M - $1.35M
|
14.8K
$8.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
2.5KNew |
$1.17M - $1.35M
|
2.5K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.49K+ 2.99% |
$1.17M - $1.35M
|
85.8K
$49.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.47K+ 24.4% |
$1.15M - $1.33M
|
12.6K
$7.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.44K+ 87.22% |
$1.14M - $1.31M
|
5.23K
$3.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 5.89% |
$1.14M - $1.31M
|
43.7K
$25.4M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.4KNew |
$1.12M - $1.3M
|
2.4K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.4KNew |
$1.12M - $1.29M
|
2.4K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.37K+ 6.56% |
$1.11M - $1.28M
|
38.6K
$22.4M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
2.37K+ 33.33% |
$1.11M - $1.28M
|
9.49K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
2.34KNew |
$1.1M - $1.26M
|
2.34K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.34K+ 69.65% |
$1.09M - $1.26M
|
5.7K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.33K+ 6.22% |
$1.09M - $1.26M
|
39.8K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.33K+ 1.63% |
$1.09M - $1.26M
|
145K
$84.1M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.33K+ 58.63% |
$1.09M - $1.25M
|
6.29K
$3.65M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.32K+ 9.77% |
$1.09M - $1.25M
|
26K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.3K+ 48.08% |
$1.08M - $1.24M
|
7.09K
$4.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
2.29K+ 23.09% |
$1.07M - $1.24M
|
12.2K
$7.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
2.29K+ 15.96% |
$1.07M - $1.23M
|
16.6K
$9.63M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.28K+ 6.34% |
$1.07M - $1.23M
|
38.3K
$22.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.28K+ 5.96% |
$1.07M - $1.23M
|
40.5K
$23.5M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.26K+ 93.4% |
$1.06M - $1.22M
|
4.69K
$2.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.26K+ 32.84% |
$1.06M - $1.22M
|
9.12K
$5.29M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.25K+ 9.64% |
$1.06M - $1.22M
|
25.6K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.21K+ 4.1% |
$1.03M - $1.19M
|
56K
$32.5M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.2K+ 5.41% |
$1.03M - $1.19M
|
42.9K
$24.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.19K+ 1.9% |
$1.03M - $1.18M
|
118K
$68.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.18K+ 3.32% |
$1.02M - $1.18M
|
67.7K
$39.3M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.18K+ 26.34% |
$1.02M - $1.17M
|
10.4K
$6.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.18KNew |
$1.02M - $1.17M
|
2.18K
$1.26M
|