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 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
799+ 2.53% |
$437K - $481K
|
32.4K
$20.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
797+ 29.79% |
$436K - $480K
|
3.47K
$2.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
796+ 23.17% |
$435K - $479K
|
4.23K
$2.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
796+ 7.04% |
$435K - $479K
|
12.1K
$7.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
790+ 2.6% |
$432K - $476K
|
31.2K
$19.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
788+ 3.77% |
$431K - $475K
|
21.7K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
782+ 2.53% |
$428K - $471K
|
31.7K
$19.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
778+ 29.41% |
$426K - $469K
|
3.42K
$2.12M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
777+ 5.5% |
$425K - $468K
|
14.9K
$9.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
777+ 2.65% |
$425K - $468K
|
30K
$18.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
775+ 2.87% |
$424K - $467K
|
27.8K
$17.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
772+ 29.89% |
$422K - $465K
|
3.36K
$2.08M
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
771+ 11.25% |
$422K - $464K
|
7.63K
$4.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
759+ 20.06% |
$415K - $457K
|
4.54K
$2.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
757+ 3.85% |
$414K - $456K
|
20.4K
$12.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
750+ 57.3% |
$410K - $452K
|
2.06K
$1.28M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
749+ 15.77% |
$410K - $451K
|
5.5K
$3.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
747+ 6.3% |
$409K - $450K
|
12.6K
$7.8M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
746+ 183.74% |
$408K - $449K
|
1.15K
$713K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
745+ 11.15% |
$408K - $449K
|
7.43K
$4.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
741+ 3.49% |
$405K - $446K
|
22K
$13.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
725New |
$397K - $437K
|
725
$449K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
725+ 67.32% |
$397K - $437K
|
1.8K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
718+ 254.61% |
$393K - $432K
|
1K
$619K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
BUY
|
- |
713+ 75.61% |
$390K - $429K
|
1.66K
$1.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
712+ 12.35% |
$389K - $429K
|
6.48K
$4.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
707+ 2.27% |
$387K - $426K
|
31.9K
$19.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
706+ 2.46% |
$386K - $425K
|
29.4K
$18.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
705+ 6.07% |
$386K - $425K
|
12.3K
$7.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
705+ 5.59% |
$386K - $425K
|
13.3K
$8.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
690+ 42.12% |
$377K - $416K
|
2.33K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
681+ 7.74% |
$373K - $410K
|
9.48K
$5.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
678New |
$371K - $408K
|
678
$420K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
667+ 2.67% |
$365K - $402K
|
25.7K
$15.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
662+ 3.91% |
$362K - $399K
|
17.6K
$10.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
657+ 159.85% |
$359K - $396K
|
1.07K
$661K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
654+ 57.17% |
$358K - $394K
|
1.8K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
647+ 123.0% |
$354K - $390K
|
1.17K
$726K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
644+ 18.87% |
$352K - $388K
|
4.06K
$2.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
639+ 2.6% |
$350K - $385K
|
25.2K
$15.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
632+ 10.26% |
$346K - $381K
|
6.79K
$4.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
632+ 62.89% |
$346K - $381K
|
1.64K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
627New |
$343K - $378K
|
627
$388K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
626+ 11.05% |
$342K - $377K
|
6.29K
$3.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
611+ 19.17% |
$334K - $368K
|
3.8K
$2.35M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
610+ 21.55% |
$334K - $367K
|
3.44K
$2.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
607+ 4.55% |
$332K - $366K
|
13.9K
$8.63M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
603+ 5.14% |
$330K - $363K
|
12.3K
$7.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
603New |
$330K - $363K
|
603
$373K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
602+ 85.63% |
$329K - $363K
|
1.31K
$808K
|