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 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
7.65K+ 35.39% |
$3.18M - $4.22M
|
29.3K
$17M
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.42K- 16.55% |
$590K - $783K
|
7.16K
$4.15M
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
91+ 0.86% |
$37.9K - $50.2K
|
10.6K
$6.17M
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-427- 52.07% |
$178K - $236K
|
393
$228K
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
5+ 0.15% |
$2.08K - $2.76K
|
3.29K
$1.91M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
42.9K+ 52.85% |
$17.9M - $23.7M
|
124K
$72M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
PUT |
-19.1K- 71.8% |
$7.95M - $10.5M
|
7.5K
$4.35M
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-18.4K- 90.48% |
$7.64M - $10.1M
|
1.93K
$1.12M
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-150- 3.86% |
$62.4K - $82.7K
|
3.73K
$2.17M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-67.8K- 24.23% |
$28.2M - $37.4M
|
212K
$123M
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
796+ 12.06% |
$331K - $439K
|
7.4K
$4.29M
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.25KNew |
$936K - $1.24M
|
2.25K
$1.31M
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-557- 6.89% |
$232K - $307K
|
7.53K
$4.37M
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
32+ 5.68% |
$13.3K - $17.7K
|
595
$345K
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-95- 7.96% |
$39.5K - $52.4K
|
1.1K
$637K
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.02K+ 2.16% |
$424K - $562K
|
48.2K
$28M
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.12% |
$416 - $552
|
816
$473K
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
SELL
|
- |
-11.7K- 76.49% |
$4.86M - $6.45M
|
3.59K
$2.08M
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
245+ 2.59% |
$102K - $135K
|
9.7K
$5.63M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
99+ 2.46% |
$41.2K - $54.6K
|
4.13K
$2.39M
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
444+ 2.53% |
$185K - $245K
|
18K
$10.4M
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
58+ 2.46% |
$24.1K - $32K
|
2.41K
$1.4M
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
126+ 6.0% |
$52.4K - $69.5K
|
2.23K
$1.29M
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
8.32K+ 117.44% |
$3.46M - $4.59M
|
15.4K
$8.94M
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-10- 0.26% |
$4.16K - $5.52K
|
3.86K
$2.24M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
260+ 14.34% |
$108K - $143K
|
2.07K
$1.2M
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
635+ 6.18% |
$264K - $350K
|
10.9K
$6.33M
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-11.8K- 85.86% |
$4.91M - $6.51M
|
1.94K
$1.13M
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-27- 0.27% |
$11.2K - $14.9K
|
10.1K
$5.86M
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-176K- 29.85% |
$73.2M - $97.1M
|
414K
$240M
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.19K- 11.03% |
$1.33M - $1.76M
|
25.7K
$14.9M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
830New |
$345K - $458K
|
830
$481K
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-139- 3.41% |
$57.8K - $76.7K
|
3.94K
$2.29M
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
5.3K+ 30.64% |
$2.21M - $2.92M
|
22.6K
$13.1M
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-38- 0.35% |
$15.8K - $21K
|
10.7K
$6.19M
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$416 - $552
|
1.2K
$698K
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
25+ 3.23% |
$10.4K - $13.8K
|
800
$464K
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
398New |
$166K - $220K
|
398
$231K
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
715New |
$297K - $394K
|
715
$415K
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-156- 1.01% |
$64.9K - $86.1K
|
15.2K
$8.84M
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
88+ 5.46% |
$36.6K - $48.5K
|
1.7K
$986K
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
1.08K+ 29.83% |
$448K - $594K
|
4.69K
$2.72M
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
245+ 31.98% |
$102K - $135K
|
1.01K
$586K
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.07K+ 40.53% |
$861K - $1.14M
|
7.18K
$4.16M
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
457New |
$190K - $252K
|
457
$265K
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.35% |
$2.08K - $2.76K
|
1.45K
$842K
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-30- 1.05% |
$12.5K - $16.5K
|
2.82K
$1.63M
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-482- 0.6% |
$201K - $266K
|
79.8K
$46.3M
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.73K+ 2.13% |
$721K - $957K
|
83.2K
$48.3M
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
111+ 100.91% |
$46.2K - $61.2K
|
221
$128K
|