Latest Institutional Purchases of Invesco Qqq Trust, Series 1 (QQQ)
This list provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.38K+ 5.21% |
$989K - $1.31M
|
48K
$27.8M
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.36K+ 6.17% |
$983K - $1.3M
|
40.7K
$23.6M
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
2.35KNew |
$976K - $1.29M
|
2.35K
$1.36M
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
2.35K+ 10.86% |
$976K - $1.29M
|
23.9K
$13.9M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.33K+ 38.45% |
$968K - $1.28M
|
8.38K
$4.86M
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.31KNew |
$963K - $1.28M
|
2.31K
$1.34M
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.31K+ 123.82% |
$962K - $1.28M
|
4.18K
$2.43M
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.31K+ 2.86% |
$960K - $1.27M
|
83.1K
$48.2M
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.3KNew |
$957K - $1.27M
|
2.3K
$1.33M
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.29KNew |
$952K - $1.26M
|
2.29K
$1.33M
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.28K+ 13.37% |
$949K - $1.26M
|
19.3K
$11.2M
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.25K+ 113.92% |
$937K - $1.24M
|
4.23K
$2.45M
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.25KNew |
$936K - $1.24M
|
2.25K
$1.31M
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.23K+ 28.63% |
$929K - $1.23M
|
10K
$5.82M
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
2.23KNew |
$927K - $1.23M
|
2.23K
$1.29M
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 35.95% |
$924K - $1.23M
|
8.4K
$4.87M
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.22K+ 6.45% |
$922K - $1.22M
|
36.6K
$21.2M
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.22K+ 396.95% |
$922K - $1.22M
|
2.77K
$1.61M
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
BUY
|
- |
2.2K+ 171.48% |
$913K - $1.21M
|
3.48K
$2.02M
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.16K+ 20.61% |
$900K - $1.19M
|
12.7K
$7.35M
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
2.16K+ 11.72% |
$898K - $1.19M
|
20.6K
$11.9M
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.15K+ 4.47% |
$895K - $1.19M
|
50.3K
$29.2M
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.15K+ 1.2% |
$894K - $1.19M
|
181K
$105M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.14K+ 1.7% |
$890K - $1.18M
|
128K
$74.3M
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
2.13K+ 3.69% |
$888K - $1.18M
|
59.9K
$34.8M
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.11K+ 6.79% |
$879K - $1.17M
|
33.2K
$19.3M
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.11K+ 108.53% |
$879K - $1.17M
|
4.06K
$2.35M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.11K+ 22.93% |
$877K - $1.16M
|
11.3K
$6.56M
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.07K+ 40.53% |
$861K - $1.14M
|
7.18K
$4.16M
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.07K+ 2.02% |
$860K - $1.14M
|
104K
$60.4M
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.06K+ 4.31% |
$855K - $1.13M
|
49.8K
$28.9M
|
|
Aug 06, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
2.05KNew |
$853K - $1.13M
|
2.05K
$1.19M
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.04K+ 8.75% |
$849K - $1.13M
|
25.4K
$14.7M
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.04K+ 138.32% |
$847K - $1.12M
|
3.51K
$2.03M
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.01K+ 8.33% |
$836K - $1.11M
|
26.1K
$15.2M
|
|
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 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.01K+ 27.58% |
$835K - $1.11M
|
9.28K
$5.38M
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2K+ 28.71% |
$832K - $1.1M
|
8.97K
$5.2M
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
2KNew |
$832K - $1.1M
|
2K
$1.16M
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
PUT |
2KNew |
$832K - $1.1M
|
2K
$1.16M
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.99K+ 10.39% |
$828K - $1.1M
|
21.1K
$12.3M
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.98K+ 43.22% |
$823K - $1.09M
|
6.56K
$3.8M
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.98K+ 73.7% |
$823K - $1.09M
|
4.66K
$2.7M
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.97K+ 8.29% |
$819K - $1.09M
|
25.7K
$14.9M
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.94K+ 11.45% |
$806K - $1.07M
|
18.9K
$10.9M
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.92K+ 18.61% |
$800K - $1.06M
|
12.3K
$7.11M
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.92K+ 23.96% |
$798K - $1.06M
|
9.92K
$5.75M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 3.74% |
$798K - $1.06M
|
53.2K
$30.9M
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.91K+ 32.81% |
$796K - $1.05M
|
7.74K
$4.49M
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
1.89K+ 4.36% |
$786K - $1.04M
|
45.2K
$26.2M
|