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 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 8.05% |
$424K - $562K
|
13.7K
$7.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Toews Corp
|
BUY
|
- |
398New |
$166K - $220K
|
398
$231K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
339+ 8.45% |
$141K - $187K
|
4.35K
$2.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-905- 3.97% |
$377K - $499K
|
21.9K
$12.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.4K- 3.59% |
$1.41M - $1.88M
|
91.2K
$52.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
105K+ 10.6% |
$43.8M - $58.1M
|
1.1M
$637M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-135- 1.92% |
$56.2K - $74.5K
|
6.88K
$3.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5+ 0.46% |
$2.08K - $2.76K
|
1.1K
$636K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
530New |
$221K - $292K
|
530
$307K
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
2+ 0.15% |
$832 - $1.1K
|
1.33K
$769K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-355- 1.84% |
$148K - $196K
|
18.9K
$11M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
73+ 4.25% |
$30.4K - $40.3K
|
1.79K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.08K- 9.66% |
$451K - $598K
|
10.1K
$5.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-116- 3.54% |
$48.3K - $64K
|
3.16K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
132+ 3.3% |
$54.9K - $72.8K
|
4.13K
$2.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8+ 0.28% |
$3.33K - $4.41K
|
2.87K
$1.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1+ 0.21% |
$416 - $552
|
482
$280K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
17.6KNew |
$7.34M - $9.73M
|
17.6K
$10.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
495+ 34.49% |
$206K - $273K
|
1.93K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
75+ 2.28% |
$31.2K - $41.4K
|
3.36K
$1.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
532New |
$221K - $293K
|
532
$309K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9+ 0.38% |
$3.74K - $4.96K
|
2.37K
$1.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-2- 0.18% |
$832 - $1.1K
|
1.11K
$642K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
30+ 1.56% |
$12.5K - $16.5K
|
1.95K
$1.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
1.72KNew |
$714K - $947K
|
1.72K
$996K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
177New |
$73.6K - $97.6K
|
177
$103K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
23+ 1.71% |
$9.57K - $12.7K
|
1.37K
$795K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
24+ 1.74% |
$9.99K - $13.2K
|
1.41K
$816K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
8.03K+ 21.35% |
$3.34M - $4.43M
|
45.7K
$26.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.35% |
$8.32K - $11K
|
5.73K
$3.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
5+ 0.59% |
$2.08K - $2.76K
|
857
$497K
|
|
|
Jul 25, 2025
Q2 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
472New |
$196K - $260K
|
472
$274K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
90+ 2.71% |
$37.4K - $49.6K
|
3.41K
$1.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
39+ 0.11% |
$16.2K - $21.5K
|
35.5K
$20.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.78K+ 6.6% |
$2.82M - $3.74M
|
109K
$63.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
20+ 0.56% |
$8.32K - $11K
|
3.56K
$2.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.3K+ 30.24% |
$15.1M - $20M
|
156K
$90.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-411- 17.67% |
$171K - $227K
|
1.92K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
244+ 0.92% |
$102K - $135K
|
26.7K
$15.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
433+ 16.04% |
$180K - $239K
|
3.13K
$1.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.31K+ 226.96% |
$543K - $720K
|
1.88K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
5+ 0.85% |
$2.08K - $2.76K
|
595
$345K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
648+ 32.79% |
$270K - $357K
|
2.62K
$1.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
CALL |
30KNew |
$12.5M - $16.5M
|
30K
$17.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.56K- 2.17% |
$647K - $858K
|
70.1K
$40.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
2+ 0.1% |
$832 - $1.1K
|
1.92K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-220- 1.51% |
$91.5K - $121K
|
14.4K
$8.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-5- 0.51% |
$2.08K - $2.76K
|
976
$566K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
573+ 9.32% |
$238K - $316K
|
6.72K
$3.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
2+ 0.16% |
$832 - $1.1K
|
1.22K
$709K
|