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 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.61K- 0.87% |
$1.92M - $2.54M
|
525K
$304M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7.05K+ 75.61% |
$2.93M - $3.89M
|
16.4K
$9.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-87- 4.28% |
$36.2K - $48K
|
1.95K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
26.4K+ 73.91% |
$11M - $14.6M
|
62.1K
$36M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.15K- 3.84% |
$896K - $1.19M
|
53.9K
$31.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-699- 38.26% |
$291K - $386K
|
1.13K
$654K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.28K+ 13.37% |
$949K - $1.26M
|
19.3K
$11.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.22KNew |
$1.34M - $1.77M
|
3.22K
$1.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-79- 0.36% |
$32.9K - $43.6K
|
21.8K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
347+ 64.02% |
$144K - $191K
|
889
$516K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42+ 8.32% |
$17.5K - $23.2K
|
547
$317K
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-194- 0.65% |
$80.7K - $107K
|
29.9K
$17.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$2.08K - $2.76K
|
9.39K
$5.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
177+ 1.05% |
$73.6K - $97.6K
|
17.1K
$9.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
84+ 7.72% |
$34.9K - $46.3K
|
1.17K
$680K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
349+ 25.34% |
$145K - $193K
|
1.73K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
169+ 0.39% |
$70.3K - $93.2K
|
43.6K
$25.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-22- 2.95% |
$9.15K - $12.1K
|
723
$419K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
364+ 5.68% |
$151K - $201K
|
6.78K
$3.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.24K- 18.48% |
$516K - $684K
|
5.47K
$3.17M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-338- 2.31% |
$141K - $186K
|
14.3K
$8.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
42.8K+ 4389.64% |
$17.8M - $23.6M
|
43.8K
$25.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
421+ 2.24% |
$175K - $232K
|
19.2K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-15- 0.09% |
$6.24K - $8.27K
|
15.9K
$9.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.11K+ 29.77% |
$462K - $612K
|
4.84K
$2.81M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
37+ 7.77% |
$15.4K - $20.4K
|
513
$298K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
509+ 1.99% |
$212K - $281K
|
26.1K
$15.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-14- 0.93% |
$5.82K - $7.72K
|
1.5K
$869K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.07K+ 5.0% |
$446K - $592K
|
22.5K
$13.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-68- 1.3% |
$28.3K - $37.5K
|
5.17K
$3M
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
82+ 13.06% |
$34.1K - $45.2K
|
710
$412K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
326+ 32.7% |
$136K - $180K
|
1.32K
$767K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-50- 2.18% |
$20.8K - $27.6K
|
2.25K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.14K- 92.63% |
$476K - $631K
|
91
$52.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
917+ 17.9% |
$382K - $506K
|
6.04K
$3.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
425New |
$177K - $234K
|
425
$247K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
120+ 2.57% |
$49.9K - $66.2K
|
4.79K
$2.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
12+ 0.49% |
$4.99K - $6.62K
|
2.45K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.01K+ 43.19% |
$418K - $554K
|
3.33K
$1.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-605- 4.03% |
$252K - $334K
|
14.4K
$8.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.01K+ 151.47% |
$835K - $1.11M
|
3.33K
$1.93M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
69+ 4.21% |
$28.7K - $38.1K
|
1.71K
$991K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-491- 2.29% |
$204K - $271K
|
20.9K
$12.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-520- 8.14% |
$216K - $287K
|
5.87K
$3.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-120K- 43.88% |
$49.8M - $66.1M
|
153K
$88.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.62K- 17.24% |
$3.59M - $4.76M
|
41.4K
$24M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.17% |
$416 - $552
|
573
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-100- 4.89% |
$41.6K - $55.2K
|
1.95K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-3.45K- 17.33% |
$1.43M - $1.9M
|
16.4K
$9.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-40K- 30.71% |
$16.7M - $22.1M
|
90.3K
$52.4M
|