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
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
73+ 1.34% |
$30.4K - $40.3K
|
5.53K
$3.21M
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
73+ 4.25% |
$30.4K - $40.3K
|
1.79K
$1.04M
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
72+ 3.33% |
$30K - $39.7K
|
2.24K
$1.3M
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
72+ 12.48% |
$30K - $39.7K
|
649
$376K
|
|
Aug 13, 2025
Q2 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
70+ 1.94% |
$29.1K - $38.6K
|
3.67K
$2.13M
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
70+ 4.72% |
$29.1K - $38.6K
|
1.55K
$900K
|
|
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 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
68+ 47.89% |
$28.3K - $37.5K
|
210
$122K
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
67+ 176.32% |
$27.9K - $37K
|
105
$60.9K
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
67+ 0.03% |
$27.9K - $37K
|
210K
$122M
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
66+ 1.9% |
$27.5K - $36.4K
|
3.55K
$2.06M
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
66+ 1.55% |
$27.5K - $36.4K
|
4.33K
$2.51M
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
65+ 1.85% |
$27K - $35.9K
|
3.58K
$2.08M
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
65+ 20.5% |
$27K - $35.9K
|
382
$222K
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
65+ 4.39% |
$27K - $35.9K
|
1.55K
$897K
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
64+ 4.11% |
$26.6K - $35.3K
|
1.62K
$940K
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
64+ 2.42% |
$26.6K - $35.3K
|
2.71K
$1.57M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
63+ 0.23% |
$26.2K - $34.8K
|
27.6K
$16M
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
62+ 4.93% |
$25.8K - $34.2K
|
1.32K
$766K
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
62+ 10.58% |
$25.8K - $34.2K
|
648
$376K
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
61+ 2.0% |
$25.4K - $33.7K
|
3.12K
$1.81M
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
61+ 0.29% |
$25.4K - $33.7K
|
20.8K
$12.1M
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
60+ 14.02% |
$25K - $33.1K
|
488
$283K
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
60+ 2.2% |
$25K - $33.1K
|
2.79K
$1.62M
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
59+ 7.52% |
$24.5K - $32.5K
|
844
$490K
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
59+ 6.5% |
$24.5K - $32.5K
|
966
$560K
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
59New |
$24.5K - $32.5K
|
59
$34.2K
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
58+ 6.38% |
$24.1K - $32K
|
967
$561K
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
58+ 2.16% |
$24.1K - $32K
|
2.74K
$1.59M
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
58+ 2.46% |
$24.1K - $32K
|
2.41K
$1.4M
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
58+ 12.06% |
$24.1K - $32K
|
539
$313K
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
57+ 8.66% |
$23.7K - $31.4K
|
715
$415K
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
57+ 0.71% |
$23.7K - $31.4K
|
8.03K
$4.66M
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
55+ 3.28% |
$22.9K - $30.3K
|
1.73K
$1.01M
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
55+ 4.03% |
$22.9K - $30.3K
|
1.42K
$824K
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
55+ 3.42% |
$22.9K - $30.3K
|
1.66K
$965K
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55New |
$22.9K - $30.3K
|
55
$31.9K
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
54+ 9.34% |
$22.5K - $29.8K
|
632
$367K
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
54+ 6.26% |
$22.5K - $29.8K
|
917
$532K
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
54+ 3.59% |
$22.5K - $29.8K
|
1.56K
$905K
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
53+ 1.04% |
$22.1K - $29.2K
|
5.17K
$3M
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
53+ 0.4% |
$22.1K - $29.2K
|
13.2K
$7.68M
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53+ 0.7% |
$22.1K - $29.2K
|
7.67K
$4.45M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
53+ 2.8% |
$22.1K - $29.2K
|
1.95K
$1.13M
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
52+ 0.22% |
$21.6K - $28.7K
|
24.1K
$14M
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
52+ 6.74% |
$21.6K - $28.7K
|
823
$477K
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
51+ 3.51% |
$21.2K - $28.1K
|
1.5K
$872K
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
51+ 3.77% |
$21.2K - $28.1K
|
1.4K
$814K
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
51+ 0.94% |
$21.2K - $28.1K
|
5.47K
$3.17M
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50+ 11.55% |
$20.8K - $27.6K
|
483
$280K
|