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 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
464New |
$254K - $279K
|
464
$287K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
461+ 2.44% |
$252K - $278K
|
19.4K
$12M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
459+ 28.67% |
$251K - $276K
|
2.06K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
457+ 7.64% |
$250K - $275K
|
6.44K
$3.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
456New |
$249K - $275K
|
456
$282K
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
456+ 2.05% |
$249K - $275K
|
22.7K
$14.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
453+ 28.54% |
$248K - $273K
|
2.04K
$1.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
453New |
$248K - $273K
|
453
$281K
|
|
|
Oct 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
446+ 15.49% |
$244K - $269K
|
3.33K
$2.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
446+ 14.71% |
$244K - $269K
|
3.48K
$2.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
445+ 40.57% |
$243K - $268K
|
1.54K
$955K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
442New |
$242K - $266K
|
442
$274K
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
441+ 2.45% |
$241K - $266K
|
18.4K
$11.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
441New |
$241K - $266K
|
441
$273K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
435+ 4.08% |
$238K - $262K
|
11.1K
$6.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
427New |
$234K - $257K
|
427
$264K
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
423New |
$231K - $255K
|
423
$262K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
419New |
$229K - $252K
|
419
$259K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
416New |
$228K - $251K
|
416
$258K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
414New |
$226K - $249K
|
414
$256K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
411New |
$225K - $248K
|
411
$255K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
411+ 31.96% |
$225K - $248K
|
1.7K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
410New |
$224K - $247K
|
410
$254K
|
|
|
Oct 22, 2025
Q3 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
409New |
$224K - $246K
|
409
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
405+ 1.81% |
$222K - $244K
|
22.8K
$14.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
403+ 4.73% |
$220K - $243K
|
8.92K
$5.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
400+ 38.76% |
$219K - $241K
|
1.43K
$887K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
400+ 4.38% |
$219K - $241K
|
9.53K
$5.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
400+ 27.36% |
$219K - $241K
|
1.86K
$1.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
399+ 4.73% |
$218K - $240K
|
8.83K
$5.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
397+ 10.41% |
$217K - $239K
|
4.21K
$2.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
390New |
$213K - $235K
|
390
$242K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
388New |
$212K - $234K
|
388
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
387+ 2.73% |
$212K - $233K
|
14.6K
$9.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Elite Wealth Management, Inc.
|
BUY
|
- |
385+ 19.49% |
$211K - $232K
|
2.36K
$1.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Independent Investors Inc
|
BUY
|
- |
383New |
$209K - $231K
|
383
$237K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
381New |
$208K - $229K
|
381
$236K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
381+ 9.72% |
$208K - $229K
|
4.3K
$2.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
380New |
$208K - $229K
|
380
$235K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
377New |
$206K - $227K
|
377
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
374+ 12.75% |
$205K - $225K
|
3.31K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
374New |
$205K - $225K
|
374
$232K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
373New |
$204K - $225K
|
373
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
370+ 17.72% |
$202K - $223K
|
2.46K
$1.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
368New |
$201K - $222K
|
368
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
366+ 78.88% |
$200K - $220K
|
830
$514K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
365+ 5.33% |
$200K - $220K
|
7.21K
$4.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
363+ 3.26% |
$199K - $219K
|
11.5K
$7.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
363+ 5.35% |
$199K - $219K
|
7.15K
$4.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
361New |
$197K - $217K
|
361
$224K
|