Purchases and Sales Made in Q2 2025 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
67.6M+ 704593.75% |
$28.1B - $37.3B
|
67.6M
$38.2B
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
109K+ 1641.4% |
$45.4M - $60.2M
|
116K
$65.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
104K+ 950.77% |
$43.2M - $57.2M
|
115K
$64.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
102K+ 552.32% |
$42.3M - $56.1M
|
120K
$67.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
88.5KNew |
$36.8M - $48.8M
|
88.5K
$50M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
86.7KNew |
$36.1M - $47.9M
|
86.7K
$49M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
77.9KNew |
$32.4M - $43M
|
77.9K
$44M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
71.8K+ 606.37% |
$29.9M - $39.6M
|
83.6K
$47.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
70.4KNew |
$29.3M - $38.9M
|
70.4K
$39.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
58.2KNew |
$24.2M - $32.1M
|
58.2K
$32.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
57.6KNew |
$23.9M - $31.8M
|
57.6K
$32.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.6K+ 6.62% |
$23.1M - $30.6M
|
894K
$505M
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
52.8KNew |
$22M - $29.1M
|
52.8K
$29.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
47.8K+ 48.82% |
$19.9M - $26.4M
|
146K
$82.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
46.7KNew |
$19.4M - $25.8M
|
46.7K
$26.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
45.5K+ 645.99% |
$18.9M - $25.1M
|
52.5K
$29.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
45.3K+ 74.44% |
$18.8M - $25M
|
106K
$59.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
43.7KNew |
$18.2M - $24.1M
|
43.7K
$24.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
42.9K+ 52.85% |
$17.9M - $23.7M
|
124K
$70.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
42.8K+ 4389.64% |
$17.8M - $23.6M
|
43.8K
$24.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
42KNew |
$17.5M - $23.2M
|
42K
$23.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
40.4K+ 4811.68% |
$16.8M - $22.3M
|
41.2K
$23.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.3K+ 30.24% |
$15.1M - $20M
|
156K
$88.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
33.6K+ 824.1% |
$14M - $18.5M
|
37.6K
$21.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
32.3K+ 22.86% |
$13.5M - $17.8M
|
174K
$98.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
29.1K+ 38.68% |
$12.1M - $16M
|
104K
$58.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
28.7KNew |
$11.9M - $15.8M
|
28.7K
$16.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
27K+ 585.29% |
$11.2M - $14.9M
|
31.6K
$17.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
26.8K+ 663.83% |
$11.1M - $14.8M
|
30.8K
$17.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
26.4K+ 73.91% |
$11M - $14.6M
|
62.1K
$35.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.5K+ 4.95% |
$10.6M - $14M
|
540K
$305M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24.1KNew |
$10M - $13.3M
|
24.1K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23KNew |
$9.58M - $12.7M
|
23K
$13M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
22.7KNew |
$9.43M - $12.5M
|
22.7K
$12.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
21.5K+ 652.0% |
$8.93M - $11.8M
|
24.8K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
21.3KNew |
$8.86M - $11.7M
|
21.3K
$12M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
20.3K+ 258.36% |
$8.45M - $11.2M
|
28.2K
$15.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
20.2K+ 757.33% |
$8.39M - $11.1M
|
22.8K
$12.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
19.9K+ 1.47% |
$8.29M - $11M
|
1.37M
$774M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
19.1K+ 30.14% |
$7.96M - $10.5M
|
82.5K
$46.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
18.2K+ 283.69% |
$7.58M - $10M
|
24.6K
$13.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
18.2KNew |
$7.57M - $10M
|
18.2K
$10.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
17.5K+ 25.68% |
$7.28M - $9.65M
|
85.6K
$48.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.1K+ 18.98% |
$7.1M - $9.42M
|
107K
$60.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
16.7K+ 1468.28% |
$6.93M - $9.19M
|
17.8K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16.4K+ 207.03% |
$6.84M - $9.07M
|
24.4K
$13.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.4K+ 18.28% |
$6.81M - $9.02M
|
106K
$59.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
16K+ 598.58% |
$6.64M - $8.81M
|
18.6K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
15.9K+ 1482.23% |
$6.63M - $8.79M
|
17K
$9.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
14.8K+ 3147.55% |
$6.14M - $8.14M
|
15.2K
$8.61M
|