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 |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
372New |
$155K - $205K
|
372
$216K
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1- 0.19% |
$416 - $552
|
515
$299K
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
SELL
|
- |
-59- 0.06% |
$24.5K - $32.5K
|
104K
$60.3M
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.38KNew |
$990K - $1.31M
|
2.38K
$1.38M
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-180- 3.36% |
$74.9K - $99.3K
|
5.18K
$3M
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
20+ 3.06% |
$8.32K - $11K
|
674
$391K
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
33+ 1.05% |
$13.7K - $18.2K
|
3.17K
$1.84M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 7.9% |
$580K - $769K
|
16.3K
$9.43M
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-135- 0.4% |
$56.2K - $74.5K
|
33.6K
$19.5M
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
599New |
$249K - $330K
|
599
$347K
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
53+ 0.4% |
$22.1K - $29.2K
|
13.2K
$7.68M
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-9- 0.46% |
$3.74K - $4.96K
|
1.95K
$1.13M
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-8- 0.51% |
$3.33K - $4.41K
|
1.57K
$908K
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3+ 0.41% |
$1.25K - $1.65K
|
735
$426K
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
409+ 8.34% |
$170K - $226K
|
5.32K
$3.08M
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.6% |
$6.24K - $8.27K
|
2.5K
$1.45M
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-719- 3.25% |
$299K - $397K
|
21.4K
$12.4M
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
8.94K+ 8.64% |
$3.72M - $4.93M
|
112K
$65.2M
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
93+ 930.0% |
$38.7K - $51.3K
|
103
$59.7K
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
10.3K+ 391.23% |
$4.27M - $5.66M
|
12.9K
$7.47M
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-168- 11.04% |
$69.9K - $92.7K
|
1.35K
$785K
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
539+ 2.64% |
$224K - $297K
|
20.9K
$12.2M
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
287+ 37.32% |
$119K - $158K
|
1.06K
$613K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-67- 0.11% |
$27.9K - $37K
|
60.7K
$35.2M
|
|
Jul 30, 2025
Q2 2025
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
PUT |
34.4KNew |
$14.3M - $19M
|
34.4K
$20M
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 4.3% |
$96.5K - $128K
|
5.63K
$3.27M
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
359+ 4.4% |
$149K - $198K
|
8.52K
$4.94M
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.47K+ 104.33% |
$612K - $811K
|
2.88K
$1.67M
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
95+ 2.36% |
$39.5K - $52.4K
|
4.11K
$2.39M
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.98K+ 43.22% |
$823K - $1.09M
|
6.56K
$3.8M
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-367- 41.05% |
$153K - $202K
|
527
$306K
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.3K- 8.21% |
$958K - $1.27M
|
25.7K
$14.9M
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
8+ 0.38% |
$3.33K - $4.41K
|
2.09K
$1.21M
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-329- 26.99% |
$137K - $181K
|
890
$516K
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
466+ 8.79% |
$194K - $257K
|
5.77K
$3.35M
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
385New |
$160K - $212K
|
385
$223K
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
11+ 1.44% |
$4.58K - $6.07K
|
776
$450K
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-21- 5.97% |
$8.74K - $11.6K
|
331
$192K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
45.3K+ 132.17% |
$18.9M - $25M
|
79.6K
$46.2M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.09K+ 5.72% |
$452K - $599K
|
20.1K
$11.6M
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
320+ 13.47% |
$133K - $177K
|
2.7K
$1.56M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.93K+ 13.46% |
$2.05M - $2.72M
|
41.6K
$24.1M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.5K+ 3.32% |
$2.7M - $3.59M
|
203K
$117M
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
395+ 1.21% |
$164K - $218K
|
33K
$19.1M
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
16+ 2.31% |
$6.66K - $8.83K
|
708
$411K
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.34% |
$416 - $552
|
293
$170K
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
376New |
$156K - $207K
|
376
$218K
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-534- 11.25% |
$222K - $295K
|
4.21K
$2.44M
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-976- 1.26% |
$406K - $538K
|
76.5K
$44.4M
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-445- 26.81% |
$185K - $245K
|
1.22K
$705K
|