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 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
115+ 22.5% |
$47.8K - $63.4K
|
626
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-15- 1.33% |
$6.24K - $8.27K
|
1.11K
$646K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
640New |
$266K - $353K
|
640
$371K
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-2.82K- 27.1% |
$1.17M - $1.56M
|
7.59K
$4.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-360- 39.05% |
$150K - $199K
|
562
$326K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.11KNew |
$463K - $613K
|
1.11K
$645K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
356+ 22.47% |
$148K - $196K
|
1.94K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.78K+ 6.46% |
$739K - $980K
|
29.3K
$17M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-279- 1.23% |
$116K - $154K
|
22.4K
$13M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-807- 3.99% |
$336K - $445K
|
19.4K
$11.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
135+ 2.87% |
$56.2K - $74.5K
|
4.83K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
478+ 5.85% |
$199K - $264K
|
8.65K
$5.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
669New |
$278K - $369K
|
669
$388K
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.19K- 14.21% |
$911K - $1.21M
|
13.2K
$7.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-80- 1.19% |
$33.3K - $44.1K
|
6.65K
$3.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-14.4K- 48.36% |
$5.99M - $7.94M
|
15.4K
$8.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
639+ 8.15% |
$266K - $352K
|
8.48K
$4.92M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
375New |
$156K - $207K
|
375
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-848- 19.56% |
$353K - $468K
|
3.49K
$2.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
93+ 10.92% |
$38.7K - $51.3K
|
945
$548K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-639- 15.08% |
$266K - $352K
|
3.6K
$2.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Akuna Securities LLC
Chicago, IL |
BUY
|
- |
51.3KNew |
$21.3M - $28.3M
|
51.3K
$29.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
90+ 3.32% |
$37.4K - $49.6K
|
2.8K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.33K+ 22.5% |
$552K - $731K
|
7.22K
$4.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
375+ 26.06% |
$156K - $207K
|
1.81K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-516- 3.85% |
$215K - $285K
|
12.9K
$7.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.07K+ 3.48% |
$445K - $590K
|
31.8K
$18.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
776New |
$323K - $428K
|
776
$450K
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-52- 2.5% |
$21.6K - $28.7K
|
2.03K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
38+ 7.85% |
$15.8K - $21K
|
522
$303K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-8- 9.76% |
$3.33K - $4.41K
|
74
$42.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-332- 13.48% |
$138K - $183K
|
2.13K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
491+ 46.99% |
$204K - $271K
|
1.54K
$891K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
52+ 6.74% |
$21.6K - $28.7K
|
823
$477K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
87+ 11.05% |
$36.2K - $48K
|
874
$507K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
1.8K+ 4.8% |
$748K - $992K
|
39.3K
$22.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
9.72KNew |
$4.04M - $5.36M
|
9.72K
$5.64M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
8+ 0.08% |
$3.33K - $4.41K
|
9.78K
$5.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-74- 0.51% |
$30.8K - $40.8K
|
14.3K
$8.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-4- 0.4% |
$1.66K - $2.21K
|
1K
$582K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55New |
$22.9K - $30.3K
|
55
$31.9K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.59K- 2.58% |
$663K - $879K
|
60.2K
$34.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-211- 2.43% |
$87.8K - $116K
|
8.47K
$4.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
535+ 1.89% |
$223K - $295K
|
28.9K
$16.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-867- 1.48% |
$361K - $478K
|
57.8K
$33.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-9.89K- 30.77% |
$4.12M - $5.46M
|
22.3K
$12.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.33K- 8.73% |
$552K - $732K
|
13.9K
$8.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-364- 3.63% |
$151K - $201K
|
9.68K
$5.61M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
379New |
$158K - $209K
|
379
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-336- 0.91% |
$140K - $185K
|
36.7K
$21.3M
|