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 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
17K+ 67.85% |
$7.94M - $9.15M
|
41.9K
$24.3M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
16.9KNew |
$7.9M - $9.1M
|
16.9K
$9.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
16.7K+ 39.39% |
$7.84M - $9.03M
|
59.2K
$34.3M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
16.5K+ 2.3% |
$7.74M - $8.92M
|
736K
$427M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
15.8K+ 21.83% |
$7.42M - $8.55M
|
88.4K
$51.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
15.8K+ 657.9% |
$7.41M - $8.53M
|
18.2K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.7K+ 200.61% |
$7.35M - $8.47M
|
23.5K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
15.6K+ 1.5% |
$7.29M - $8.4M
|
1.05M
$609M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
15.5K+ 21.41% |
$7.24M - $8.34M
|
87.7K
$50.9M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
15K+ 65.63% |
$7.05M - $8.12M
|
38K
$22M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
15K+ 4.57% |
$7.04M - $8.11M
|
344K
$199M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
14.9K+ 3647.43% |
$6.99M - $8.05M
|
15.3K
$8.89M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14.3KNew |
$6.71M - $7.73M
|
14.3K
$8.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
14.2KNew |
$6.63M - $7.63M
|
14.2K
$8.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14K+ 1.05% |
$6.56M - $7.56M
|
1.34M
$779M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.9K+ 8.06% |
$6.52M - $7.51M
|
187K
$108M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
13.8K+ 12168.14% |
$6.44M - $7.42M
|
13.9K
$8.04M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
13.7K+ 3.47% |
$6.43M - $7.41M
|
409K
$237M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
13.4K+ 8.04% |
$6.28M - $7.23M
|
180K
$105M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
13.4KNew |
$6.27M - $7.23M
|
13.4K
$7.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
13.4KNew |
$6.27M - $7.22M
|
13.4K
$7.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
13.3K+ 678.0% |
$6.24M - $7.18M
|
15.3K
$8.86M
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
13.2K+ 34.8% |
$6.17M - $7.11M
|
51.1K
$29.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
12.7K+ 71.7% |
$5.96M - $6.86M
|
30.5K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 32.56% |
$5.9M - $6.8M
|
51.3K
$29.7M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
12.5KNew |
$5.87M - $6.76M
|
12.5K
$7.27M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
12.5K+ 17.47% |
$5.85M - $6.74M
|
83.9K
$48.7M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.4K+ 25.26% |
$5.8M - $6.69M
|
61.4K
$35.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
12.4K+ 13.59% |
$5.8M - $6.68M
|
103K
$60M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
12.4KNew |
$5.79M - $6.67M
|
12.4K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
12.2KNew |
$5.71M - $6.58M
|
12.2K
$7.08M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
12.1KNew |
$5.67M - $6.54M
|
12.1K
$7.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
12.1K+ 129.62% |
$5.67M - $6.53M
|
21.5K
$12.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
12K+ 2.72% |
$5.64M - $6.5M
|
455K
$264M
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
BUY
|
- |
12K+ 435.1% |
$5.63M - $6.48M
|
14.8K
$8.57M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.9K+ 17.64% |
$5.59M - $6.44M
|
79.7K
$46.2M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$5.55M - $6.39M
|
11.9K
$6.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
11.7K+ 70.71% |
$5.48M - $6.31M
|
28.2K
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11.7K+ 2060.67% |
$5.47M - $6.3M
|
12.3K
$7.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
11.6K+ 29.28% |
$5.43M - $6.25M
|
51.2K
$29.7M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
11.5KNew |
$5.4M - $6.23M
|
11.5K
$6.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
11.5K+ 219.98% |
$5.39M - $6.21M
|
16.7K
$9.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
11.5K+ 38.04% |
$5.36M - $6.18M
|
41.6K
$24.1M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
11.4K+ 9.22% |
$5.34M - $6.15M
|
135K
$78.3M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.4K+ 26.42% |
$5.34M - $6.15M
|
54.5K
$31.6M
|
|
|
May 09, 2025
Q1 2025
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
11.3K+ 7.62% |
$5.28M - $6.09M
|
159K
$92.5M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
11.1KNew |
$5.22M - $6.01M
|
11.1K
$6.46M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
11.1K+ 460.76% |
$5.21M - $6.01M
|
13.5K
$7.86M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
11K+ 120.95% |
$5.16M - $5.95M
|
20.1K
$11.7M
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.9K+ 13.05% |
$5.11M - $5.88M
|
94.5K
$54.8M
|