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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
65+ 2.41% |
$35.6K - $39.1K
|
2.77K
$1.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
64+ 9.55% |
$35K - $38.5K
|
734
$455K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
64+ 0.61% |
$35K - $38.5K
|
10.5K
$6.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
63+ 7.54% |
$34.5K - $37.9K
|
898
$556K
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
63+ 0.3% |
$34.5K - $37.9K
|
21K
$13M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
63+ 5.19% |
$34.5K - $37.9K
|
1.28K
$791K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
62+ 7.66% |
$33.9K - $37.3K
|
871
$539K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
62+ 0.16% |
$33.9K - $37.3K
|
39.8K
$24.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
61+ 1.06% |
$33.4K - $36.7K
|
5.82K
$3.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
60+ 9.08% |
$32.8K - $36.1K
|
721
$446K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
60+ 36.36% |
$32.8K - $36.1K
|
225
$139K
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
60+ 1.21% |
$32.8K - $36.1K
|
5.02K
$3.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
59+ 1.06% |
$32.3K - $35.5K
|
5.63K
$3.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
59+ 1.25% |
$32.3K - $35.5K
|
4.8K
$2.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
58+ 0.36% |
$31.7K - $34.9K
|
16.3K
$10.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
56+ 3.55% |
$30.6K - $33.7K
|
1.63K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
56+ 7.91% |
$30.6K - $33.7K
|
764
$473K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
56+ 3.15% |
$30.6K - $33.7K
|
1.83K
$1.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
55+ 0.25% |
$30.1K - $33.1K
|
21.9K
$13.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
55+ 13.48% |
$30.1K - $33.1K
|
463
$287K
|
|
|
Nov 05, 2025
Q3 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
55+ 1.33% |
$30.1K - $33.1K
|
4.18K
$2.59M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
54+ 1.45% |
$29.5K - $32.5K
|
3.79K
$2.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
54+ 9.71% |
$29.5K - $32.5K
|
610
$378K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
54+ 0.25% |
$29.5K - $32.5K
|
21.5K
$13.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
53+ 0.65% |
$29K - $31.9K
|
8.2K
$5.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
53+ 3.02% |
$29K - $31.9K
|
1.81K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
53+ 1.23% |
$29K - $31.9K
|
4.38K
$2.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
53+ 5.82% |
$29K - $31.9K
|
963
$596K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
52+ 1.67% |
$28.4K - $31.3K
|
3.17K
$1.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
52+ 1.12% |
$28.4K - $31.3K
|
4.68K
$2.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
51+ 17.0% |
$27.9K - $30.7K
|
351
$217K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
51+ 3.31% |
$27.9K - $30.7K
|
1.59K
$986K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
50+ 3.52% |
$27.3K - $30.1K
|
1.47K
$910K
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
50+ 1.97% |
$27.3K - $30.1K
|
2.59K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
50+ 2.91% |
$27.3K - $30.1K
|
1.77K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
50+ 8.31% |
$27.3K - $30.1K
|
652
$404K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
50+ 1.15% |
$27.3K - $30.1K
|
4.4K
$2.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
50+ 4.73% |
$27.3K - $30.1K
|
1.11K
$685K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
50+ 0.92% |
$27.3K - $30.1K
|
5.5K
$3.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
50+ 6.99% |
$27.3K - $30.1K
|
765
$474K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
49+ 5.85% |
$26.8K - $29.5K
|
887
$549K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
49+ 5.33% |
$26.8K - $29.5K
|
968
$599K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
48+ 2.24% |
$26.3K - $28.9K
|
2.19K
$1.36M
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
48+ 12.44% |
$26.3K - $28.9K
|
434
$269K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
48+ 1.43% |
$26.3K - $28.9K
|
3.42K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.23% |
$25.7K - $28.3K
|
20.9K
$13M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
47+ 0.88% |
$25.7K - $28.3K
|
5.38K
$3.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47+ 0.88% |
$25.7K - $28.3K
|
5.36K
$3.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
46+ 3.72% |
$25.2K - $27.7K
|
1.28K
$794K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
46+ 0.11% |
$25.2K - $27.7K
|
41.5K
$25.7M
|