Purchases and Sales Made in Q3 2025 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
96+ 10.17% |
$52.5K - $57.8K
|
1.04K
$644K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
95+ 2.98% |
$52K - $57.2K
|
3.29K
$2.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
95+ 1.04% |
$52K - $57.2K
|
9.19K
$5.69M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
94+ 7.42% |
$51.4K - $56.6K
|
1.36K
$842K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
94+ 9.73% |
$51.4K - $56.6K
|
1.06K
$656K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
93+ 2.32% |
$50.9K - $56K
|
4.1K
$2.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
91+ 4.49% |
$49.8K - $54.8K
|
2.12K
$1.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
91+ 4.03% |
$49.8K - $54.8K
|
2.35K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
89+ 0.62% |
$48.7K - $53.6K
|
14.5K
$8.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
89+ 1.24% |
$48.7K - $53.6K
|
7.24K
$4.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
88+ 1.23% |
$48.1K - $53K
|
7.23K
$4.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
88+ 5.89% |
$48.1K - $53K
|
1.58K
$979K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
87+ 5.16% |
$47.6K - $52.4K
|
1.77K
$1.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
86+ 14.83% |
$47K - $51.8K
|
666
$412K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
86+ 1.35% |
$47K - $51.8K
|
6.45K
$3.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
86+ 2.49% |
$47K - $51.8K
|
3.54K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
85+ 11.08% |
$46.5K - $51.2K
|
852
$528K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
85+ 4.76% |
$46.5K - $51.2K
|
1.87K
$1.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
84+ 5.4% |
$45.9K - $50.6K
|
1.64K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
84+ 0.66% |
$45.9K - $50.6K
|
12.8K
$7.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
84+ 13.44% |
$45.9K - $50.6K
|
709
$439K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
82+ 17.15% |
$44.9K - $49.4K
|
560
$347K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
82+ 2.31% |
$44.9K - $49.4K
|
3.64K
$2.25M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
81+ 5.91% |
$44.3K - $48.8K
|
1.45K
$899K
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
80+ 1.25% |
$43.8K - $48.2K
|
6.48K
$4.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
80+ 4.35% |
$43.8K - $48.2K
|
1.92K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
80+ 8.49% |
$43.8K - $48.2K
|
1.02K
$633K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
79+ 17.63% |
$43.2K - $47.6K
|
527
$326K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
78+ 0.27% |
$42.7K - $47K
|
28.9K
$17.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
78+ 0.81% |
$42.7K - $47K
|
9.75K
$6.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
77New |
$42.1K - $46.4K
|
77
$47.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
77+ 7.04% |
$42.1K - $46.4K
|
1.17K
$725K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
75+ 0.79% |
$41K - $45.2K
|
9.6K
$5.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75+ 1.06% |
$41K - $45.2K
|
7.18K
$4.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Searle & Co.
|
BUY
|
- |
75+ 0.81% |
$41K - $45.2K
|
9.36K
$5.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
74+ 0.94% |
$40.5K - $44.6K
|
7.94K
$4.91M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
72+ 0.5% |
$39.4K - $43.4K
|
14.5K
$9M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
71+ 1.18% |
$38.8K - $42.8K
|
6.09K
$3.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
70+ 10.48% |
$38.3K - $42.2K
|
738
$457K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
70New |
$38.3K - $42.2K
|
70
$43.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
70+ 0.19% |
$38.3K - $42.2K
|
37.1K
$23M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
70+ 6.73% |
$38.3K - $42.2K
|
1.11K
$687K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
69+ 5.3% |
$37.7K - $41.6K
|
1.37K
$849K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
69+ 8.19% |
$37.7K - $41.6K
|
911
$564K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
69+ 5.27% |
$37.7K - $41.6K
|
1.38K
$854K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
68+ 1.1% |
$37.2K - $40.9K
|
6.27K
$3.88M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
67+ 1.82% |
$36.6K - $40.3K
|
3.74K
$2.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
66+ 13.1% |
$36.1K - $39.7K
|
570
$353K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
65+ 12.2% |
$35.6K - $39.1K
|
598
$370K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
65+ 1.31% |
$35.6K - $39.1K
|
5.04K
$3.12M
|