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
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-91- 3.19% |
$37.9K - $50.2K
|
2.76K
$1.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
86+ 5.58% |
$35.8K - $47.4K
|
1.63K
$944K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-193- 1.89% |
$80.3K - $106K
|
10K
$5.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.01K+ 12.38% |
$419K - $555K
|
9.13K
$5.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-455- 21.81% |
$189K - $251K
|
1.63K
$946K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-228- 6.4% |
$94.9K - $126K
|
3.33K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
4.69K+ 4.79% |
$1.95M - $2.59M
|
103K
$59.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
13+ 1.19% |
$5.41K - $7.17K
|
1.1K
$639K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
22+ 0.67% |
$9.15K - $12.1K
|
3.3K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.24K+ 14.78% |
$1.35M - $1.78M
|
25.1K
$14.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
389New |
$162K - $215K
|
389
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
4.54K+ 7.49% |
$1.89M - $2.5M
|
65.1K
$37.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
76+ 8.47% |
$31.6K - $41.9K
|
973
$564K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
467+ 10.4% |
$194K - $258K
|
4.96K
$2.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
451+ 1.21% |
$188K - $249K
|
37.7K
$21.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-150- 21.13% |
$62.4K - $82.7K
|
560
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
398+ 4.6% |
$166K - $220K
|
9.05K
$5.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
422+ 22.69% |
$176K - $233K
|
2.28K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
19.2K+ 147.63% |
$8M - $10.6M
|
32.3K
$18.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-443- 11.06% |
$184K - $244K
|
3.56K
$2.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-267- 35.94% |
$111K - $147K
|
476
$276K
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-249- 1.92% |
$104K - $137K
|
12.7K
$7.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
139+ 26.73% |
$57.8K - $76.7K
|
659
$382K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
281+ 1.61% |
$117K - $155K
|
17.7K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-13.6K- 5.16% |
$5.64M - $7.48M
|
249K
$145M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-5- 0.24% |
$2.08K - $2.76K
|
2.04K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.65K+ 33.0% |
$1.1M - $1.46M
|
10.7K
$6.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
43+ 9.47% |
$17.9K - $23.7K
|
497
$288K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.4K+ 10.8% |
$583K - $773K
|
14.4K
$8.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-616- 5.18% |
$256K - $340K
|
11.3K
$6.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
86+ 0.35% |
$35.8K - $47.4K
|
24.5K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-272K- 99.79% |
$113M - $150M
|
579
$336K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-15- 2.23% |
$6.24K - $8.27K
|
658
$382K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-63- 0.17% |
$26.2K - $34.8K
|
37.8K
$21.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
725+ 3.82% |
$302K - $400K
|
19.7K
$11.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10- 7.25% |
$4.16K - $5.52K
|
128
$74.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.22K+ 8.16% |
$506K - $671K
|
16.1K
$9.36M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
130+ 2.5% |
$54.1K - $71.7K
|
5.34K
$3.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
147+ 38.79% |
$61.2K - $81.1K
|
526
$305K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
156+ 16.67% |
$64.9K - $86.1K
|
1.09K
$633K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
328+ 11.56% |
$136K - $181K
|
3.17K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11.7K+ 38.55% |
$4.89M - $6.48M
|
42.2K
$24.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.87K- 10.55% |
$776K - $1.03M
|
15.8K
$9.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
679+ 17.28% |
$283K - $375K
|
4.61K
$2.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-534- 10.57% |
$222K - $295K
|
4.52K
$2.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
185+ 0.66% |
$77K - $102K
|
28.2K
$16.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.98K+ 73.7% |
$823K - $1.09M
|
4.66K
$2.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
464+ 32.91% |
$193K - $256K
|
1.87K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-13- 0.86% |
$5.41K - $7.17K
|
1.5K
$870K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.14K- 2.64% |
$473K - $628K
|
42K
$24.3M
|