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 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-191- 4.75% |
$104K - $115K
|
3.83K
$2.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-191- 2.81% |
$104K - $115K
|
6.61K
$4.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-192- 26.85% |
$105K - $116K
|
523
$324K
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
SELL
|
- |
-194- 3.74% |
$106K - $117K
|
4.99K
$3.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-195- 2.07% |
$107K - $117K
|
9.25K
$5.73M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-197- 19.64% |
$108K - $119K
|
806
$499K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-197- 4.74% |
$108K - $119K
|
3.96K
$2.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-199- 3.63% |
$109K - $120K
|
5.28K
$3.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-199- 8.51% |
$109K - $120K
|
2.14K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-200- 1.0% |
$109K - $120K
|
19.9K
$12.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-200- 5.08% |
$109K - $120K
|
3.73K
$2.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-200- 19.76% |
$109K - $120K
|
812
$503K
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-201- 21.05% |
$110K - $121K
|
754
$467K
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-204- 10.85% |
$112K - $123K
|
1.68K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-207- 1.13% |
$113K - $125K
|
18.1K
$11.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-210- 0.61% |
$115K - $126K
|
34.3K
$21.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-210- 23.62% |
$115K - $126K
|
679
$420K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-210- 3.27% |
$115K - $126K
|
6.22K
$3.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-211- 2.29% |
$115K - $127K
|
9K
$5.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-211- 1.12% |
$115K - $127K
|
18.7K
$11.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-212- 2.8% |
$116K - $128K
|
7.35K
$4.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-212- 2.55% |
$116K - $128K
|
8.12K
$5.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
SELL
|
- |
-213- 1.16% |
$117K - $128K
|
18.1K
$11.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-214- 21.99% |
$117K - $129K
|
759
$470K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-214- 1.54% |
$117K - $129K
|
13.7K
$8.46M
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-217- 6.0% |
$119K - $131K
|
3.4K
$2.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-218- 5.64% |
$119K - $131K
|
3.65K
$2.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-220- 4.69% |
$120K - $132K
|
4.47K
$2.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-220- 11.59% |
$120K - $132K
|
1.68K
$1.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-221- 0.36% |
$121K - $133K
|
61.9K
$38.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-222- 3.88% |
$121K - $134K
|
5.5K
$3.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-229- 24.36% |
$125K - $138K
|
711
$440K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-229- 6.35% |
$125K - $138K
|
3.38K
$2.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-232- 4.86% |
$127K - $140K
|
4.54K
$2.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-233- 11.15% |
$127K - $140K
|
1.86K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-236- 8.81% |
$129K - $142K
|
2.44K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-237- 14.91% |
$130K - $143K
|
1.35K
$838K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-238- 10.92% |
$130K - $143K
|
1.94K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-238- 1.25% |
$130K - $143K
|
18.8K
$11.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-239- 2.46% |
$131K - $144K
|
9.48K
$5.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-243- 0.66% |
$133K - $146K
|
36.6K
$22.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-246- 21.5% |
$135K - $148K
|
898
$556K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-248- 2.47% |
$136K - $149K
|
9.79K
$6.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-249- 1.6% |
$136K - $150K
|
15.3K
$9.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-249- 7.47% |
$136K - $150K
|
3.08K
$1.91M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-250- 0.58% |
$137K - $151K
|
42.7K
$26.4M
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-257- 24.09% |
$141K - $155K
|
810
$502K
|
|
|
Oct 28, 2025
Q3 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-258- 20.05% |
$141K - $155K
|
1.03K
$637K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-258- 0.39% |
$141K - $155K
|
65.2K
$40.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-259- 25.62% |
$142K - $156K
|
752
$466K
|