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 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-866- 3.94% |
$360K - $478K
|
21.1K
$12.3M
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
193+ 1.15% |
$80.3K - $106K
|
17K
$9.87M
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10+ 0.43% |
$4.16K - $5.52K
|
2.34K
$1.36M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-49.7K- 33.71% |
$20.7M - $27.4M
|
97.7K
$56.7M
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.48% |
$4.16K - $5.52K
|
2.07K
$1.2M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-20.2K- 59.46% |
$8.39M - $11.1M
|
13.8K
$7.98M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.67K+ 43.29% |
$2.36M - $3.13M
|
18.8K
$10.9M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
327+ 13.36% |
$136K - $180K
|
2.77K
$1.61M
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1K+ 1.36% |
$416K - $552K
|
74.8K
$43.4M
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-26- 0.26% |
$10.8K - $14.3K
|
9.96K
$5.78M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
13.1KNew |
$5.45M - $7.23M
|
13.1K
$7.6M
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-63- 3.07% |
$26.2K - $34.8K
|
1.99K
$1.15M
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.03% |
$416 - $552
|
3.28K
$1.9M
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-135- 1.71% |
$56.2K - $74.5K
|
7.75K
$4.49M
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
19+ 0.17% |
$7.91K - $10.5K
|
11K
$6.4M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
701+ 11.08% |
$292K - $387K
|
7.03K
$4.08M
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-69- 10.09% |
$28.7K - $38.1K
|
615
$357K
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-796- 18.84% |
$331K - $439K
|
3.43K
$1.99M
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
28+ 2.83% |
$11.6K - $15.4K
|
1.02K
$589K
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
121+ 2.56% |
$50.3K - $66.7K
|
4.85K
$2.81M
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.13KNew |
$471K - $624K
|
1.13K
$657K
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.34K+ 9.44% |
$557K - $739K
|
15.5K
$9M
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-23- 4.71% |
$9.57K - $12.7K
|
465
$270K
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-27- 0.35% |
$11.2K - $14.9K
|
7.7K
$4.47M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.01K+ 27.58% |
$835K - $1.11M
|
9.28K
$5.38M
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-45- 1.37% |
$18.7K - $24.8K
|
3.25K
$1.88M
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
816New |
$340K - $450K
|
816
$473K
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-406- 4.85% |
$169K - $224K
|
7.97K
$4.62M
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
377New |
$157K - $208K
|
377
$219K
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
251+ 4.82% |
$104K - $138K
|
5.45K
$3.16M
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
340+ 44.85% |
$141K - $188K
|
1.1K
$637K
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$416 - $552
|
2.15K
$1.25M
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
25+ 1.47% |
$10.4K - $13.8K
|
1.73K
$1M
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-320- 10.26% |
$133K - $177K
|
2.8K
$1.62M
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1- 0.14% |
$416 - $552
|
734
$426K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
452+ 4.92% |
$188K - $249K
|
9.65K
$5.6M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.86K+ 1.75% |
$1.19M - $1.58M
|
166K
$96.4M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.21K- 23.33% |
$2.17M - $2.87M
|
17.1K
$9.93M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
465+ 5.49% |
$193K - $257K
|
8.94K
$5.18M
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.21% |
$832 - $1.1K
|
952
$552K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.2K+ 329.4% |
$3M - $3.97M
|
9.39K
$5.45M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-324- 2.21% |
$135K - $179K
|
14.3K
$8.31M
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-40- 1.14% |
$16.6K - $22.1K
|
3.46K
$2.01M
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
448New |
$186K - $247K
|
448
$260K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-16- 1.13% |
$6.66K - $8.83K
|
1.4K
$811K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
33.6K+ 824.1% |
$14M - $18.5M
|
37.6K
$21.8M
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-167- 4.67% |
$69.5K - $92.1K
|
3.41K
$1.98M
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
363+ 3.34% |
$151K - $200K
|
11.2K
$6.51M
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.44K+ 2.39% |
$600K - $795K
|
61.7K
$35.8M
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-24- 0.05% |
$9.99K - $13.2K
|
51.8K
$30M
|