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 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
8.98K+ 10.15% |
$3.73M - $4.95M
|
97.4K
$56.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.82KNew |
$759K - $1.01M
|
1.82K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.21K- 1.01% |
$502K - $665K
|
118K
$68.5M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
399New |
$166K - $220K
|
399
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-18- 0.91% |
$7.49K - $9.93K
|
1.96K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
CALL |
200+ 200.0% |
$83.2K - $110K
|
300
$174K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.46K+ 2.74% |
$606K - $803K
|
54.7K
$31.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-227- 1.49% |
$94.4K - $125K
|
15.1K
$8.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
40.4K+ 4811.68% |
$16.8M - $22.3M
|
41.2K
$23.9M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
794+ 30.59% |
$330K - $438K
|
3.39K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
120+ 21.47% |
$49.9K - $66.2K
|
679
$394K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5- 0.39% |
$2.08K - $2.76K
|
1.27K
$734K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
206+ 15.04% |
$85.7K - $114K
|
1.58K
$914K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
137+ 3.32% |
$57K - $75.6K
|
4.26K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25- 6.02% |
$10.4K - $13.8K
|
390
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.36K- 54.73% |
$983K - $1.3M
|
1.95K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-262- 10.55% |
$109K - $145K
|
2.22K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
900+ 14.71% |
$374K - $496K
|
7.02K
$4.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
5.56K+ 33.39% |
$2.31M - $3.07M
|
22.2K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
630+ 1.46% |
$262K - $348K
|
43.7K
$25.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4.17K- 36.46% |
$1.73M - $2.3M
|
7.26K
$4.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$416 - $552
|
1.1K
$636K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
58+ 12.06% |
$24.1K - $32K
|
539
$313K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-15- 1.81% |
$6.24K - $8.27K
|
813
$472K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
159+ 2.11% |
$66.2K - $87.7K
|
7.69K
$4.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
261+ 7.11% |
$109K - $144K
|
3.93K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 23.25% |
$651K - $863K
|
8.29K
$4.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-341- 24.25% |
$142K - $188K
|
1.07K
$618K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
1.29K+ 23.21% |
$536K - $711K
|
6.84K
$3.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-515- 1.4% |
$214K - $284K
|
36.3K
$21.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
180+ 12.25% |
$74.9K - $99.3K
|
1.65K
$957K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
205+ 68.56% |
$85.3K - $113K
|
504
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-2- 0.77% |
$832 - $1.1K
|
257
$149K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-381- 7.64% |
$159K - $210K
|
4.6K
$2.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
381+ 6.43% |
$159K - $210K
|
6.31K
$3.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
523+ 5.1% |
$218K - $289K
|
10.8K
$6.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
326+ 5.55% |
$136K - $180K
|
6.2K
$3.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-39- 2.07% |
$16.2K - $21.5K
|
1.84K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-170- 9.56% |
$70.7K - $93.8K
|
1.61K
$933K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
101+ 1.74% |
$42K - $55.7K
|
5.91K
$3.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
400+ 4.74% |
$166K - $221K
|
8.83K
$5.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-213- 0.4% |
$88.6K - $117K
|
52.5K
$30.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
164+ 34.31% |
$68.2K - $90.5K
|
642
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
4+ 0.56% |
$1.66K - $2.21K
|
720
$418K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
163+ 7.07% |
$67.8K - $89.9K
|
2.47K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
400New |
$166K - $221K
|
400
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.25K+ 113.92% |
$937K - $1.24M
|
4.23K
$2.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-79- 4.03% |
$32.9K - $43.6K
|
1.88K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
47+ 1.23% |
$19.6K - $25.9K
|
3.87K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1- 0.16% |
$416 - $552
|
611
$354K
|