Latest Institutional Transactions on Invesco Qqq Trust, Series 1 (QQQ)
This table provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
920+ 1.72% |
$383K - $508K
|
54.4K
$31.5M
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-44- 3.38% |
$18.3K - $24.3K
|
1.26K
$730K
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
6.52KNew |
$2.71M - $3.6M
|
6.52K
$3.78M
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-744- 3.34% |
$310K - $410K
|
21.5K
$12.5M
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
50+ 3.58% |
$20.8K - $27.6K
|
1.45K
$839K
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.21KNew |
$1.34M - $1.77M
|
3.21K
$1.86M
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.11K+ 17.48% |
$461K - $612K
|
7.45K
$4.32M
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
576+ 1.42% |
$240K - $318K
|
41.1K
$23.9M
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
931+ 5.06% |
$387K - $514K
|
19.3K
$11.2M
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
521+ 19.87% |
$217K - $287K
|
3.14K
$1.82M
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
361+ 3.64% |
$150K - $199K
|
10.3K
$5.96M
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
159+ 2.33% |
$66.2K - $87.7K
|
6.99K
$4.05M
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-630- 17.09% |
$262K - $348K
|
3.06K
$1.77M
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
13.6K+ 655.94% |
$5.67M - $7.52M
|
15.7K
$9.12M
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-575- 8.76% |
$239K - $317K
|
5.99K
$3.47M
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
133+ 3.32% |
$55.3K - $73.4K
|
4.14K
$2.4M
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
5.93K+ 7.25% |
$2.47M - $3.27M
|
87.7K
$50.9M
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
82+ 0.89% |
$34.1K - $45.2K
|
9.29K
$5.39M
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
380New |
$158K - $210K
|
380
$220K
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-250- 6.9% |
$104K - $138K
|
3.38K
$1.96M
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
368+ 5.85% |
$153K - $203K
|
6.66K
$3.86M
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-155- 2.97% |
$64.5K - $85.5K
|
5.07K
$2.94M
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-8- 1.18% |
$3.33K - $4.41K
|
669
$388K
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
955+ 13.86% |
$397K - $527K
|
7.85K
$4.55M
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-428- 8.69% |
$178K - $236K
|
4.5K
$2.61M
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
78+ 4.0% |
$32.5K - $43K
|
2.03K
$1.18M
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.8KNew |
$751K - $995K
|
1.8K
$1.05M
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.21K- 24.98% |
$1.75M - $2.32M
|
12.7K
$7.34M
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.22K+ 116.23% |
$1.34M - $1.77M
|
5.98K
$3.47M
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
130+ 1.01% |
$54.1K - $71.7K
|
13K
$7.56M
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.11K+ 9.77% |
$461K - $611K
|
12.4K
$7.22M
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-83- 15.17% |
$34.5K - $45.8K
|
464
$269K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
35.4K+ 30.01% |
$14.7M - $19.5M
|
153K
$89M
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
107+ 22.48% |
$44.5K - $59K
|
583
$338K
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
649+ 4.37% |
$270K - $358K
|
15.5K
$8.98M
|
|
Aug 07, 2025
Q2 2025
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-1.67K- 1.99% |
$693K - $919K
|
82.2K
$47.7M
|
|
Aug 07, 2025
Q2 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
21.4KNew |
$8.92M - $11.8M
|
21.4K
$12.4M
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.78K+ 7.75% |
$741K - $983K
|
24.8K
$14.4M
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
53+ 1.04% |
$22.1K - $29.2K
|
5.17K
$3M
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$832 - $1.1K
|
3.49K
$2.03M
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-165- 5.02% |
$68.6K - $91K
|
3.13K
$1.81M
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-1.43K- 14.18% |
$596K - $790K
|
8.67K
$5.03M
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-149- 5.5% |
$62K - $82.2K
|
2.56K
$1.48M
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
4.27KNew |
$1.78M - $2.35M
|
4.27K
$2.48M
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
606+ 15.05% |
$252K - $334K
|
4.63K
$2.69M
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
22.6K+ 1426.82% |
$9.39M - $12.4M
|
24.1K
$14M
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-193- 7.83% |
$80.3K - $106K
|
2.27K
$1.32M
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
12K+ 609.41% |
$5.01M - $6.64M
|
14K
$8.13M
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.56K+ 0.8% |
$651K - $863K
|
198K
$115M
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-4- 0.26% |
$1.66K - $2.21K
|
1.54K
$893K
|