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 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
50+ 2.41% |
$20.8K - $27.6K
|
2.13K
$1.23M
|
|
Aug 13, 2025
Q2 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
50+ 4.02% |
$20.8K - $27.6K
|
1.3K
$751K
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
50+ 3.7% |
$20.8K - $27.6K
|
1.4K
$814K
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 1.95% |
$20.8K - $27.6K
|
2.62K
$1.52M
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
50+ 3.58% |
$20.8K - $27.6K
|
1.45K
$839K
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
50+ 2.91% |
$20.8K - $27.6K
|
1.77K
$1.03M
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
49+ 5.45% |
$20.4K - $27K
|
948
$550K
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
49+ 1.12% |
$20.4K - $27K
|
4.42K
$2.56M
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
48+ 0.19% |
$20K - $26.5K
|
25.7K
$14.9M
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
48+ 1.08% |
$20K - $26.5K
|
4.51K
$2.62M
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
47+ 2.27% |
$19.6K - $25.9K
|
2.12K
$1.23M
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
47+ 4.04% |
$19.6K - $25.9K
|
1.21K
$702K
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
47+ 1.23% |
$19.6K - $25.9K
|
3.87K
$2.24M
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
46+ 9.15% |
$19.1K - $25.4K
|
549
$318K
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
46+ 7.24% |
$19.1K - $25.4K
|
681
$395K
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
46+ 0.57% |
$19.1K - $25.4K
|
8.14K
$4.72M
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
46+ 0.78% |
$19.1K - $25.4K
|
5.95K
$3.45M
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
46+ 0.98% |
$19.1K - $25.4K
|
4.74K
$2.75M
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
46+ 1.19% |
$19.1K - $25.4K
|
3.9K
$2.26M
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
45New |
$18.7K - $24.8K
|
45
$26.1K
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
45+ 6.17% |
$18.7K - $24.8K
|
774
$449K
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 1.38% |
$18.7K - $24.8K
|
3.32K
$1.92M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
PUT |
45New |
$18.7K - $24.8K
|
45
$26.1K
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
45+ 0.43% |
$18.7K - $24.8K
|
10.4K
$6.04M
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
45+ 5.79% |
$18.7K - $24.8K
|
822
$477K
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
45+ 4.01% |
$18.7K - $24.8K
|
1.17K
$677K
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
44+ 2.73% |
$18.3K - $24.3K
|
1.66K
$960K
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
43+ 20.0% |
$17.9K - $23.7K
|
258
$150K
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
43+ 2.34% |
$17.9K - $23.7K
|
1.88K
$1.09M
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
43+ 1.69% |
$17.9K - $23.7K
|
2.58K
$1.5M
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
43+ 2.83% |
$17.9K - $23.7K
|
1.56K
$905K
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
43+ 9.47% |
$17.9K - $23.7K
|
497
$288K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.48% |
$17.9K - $23.7K
|
8.94K
$5.18M
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
43+ 7.68% |
$17.9K - $23.7K
|
603
$350K
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
42+ 28.0% |
$17.5K - $23.2K
|
192
$111K
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42+ 8.32% |
$17.5K - $23.2K
|
547
$317K
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
42+ 7.81% |
$17.5K - $23.2K
|
580
$336K
|
|
Aug 06, 2025
Q2 2025
|
Suncoast Equity Management
|
BUY
|
- |
41+ 5.54% |
$17.1K - $22.6K
|
781
$453K
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
41+ 4.56% |
$17.1K - $22.6K
|
940
$545K
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
41+ 0.45% |
$17.1K - $22.6K
|
9.21K
$5.34M
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
41+ 2.21% |
$17.1K - $22.6K
|
1.9K
$1.1M
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
40+ 20.83% |
$16.6K - $22.1K
|
232
$135K
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
40+ 9.2% |
$16.6K - $22.1K
|
475
$276K
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
40+ 4.68% |
$16.6K - $22.1K
|
895
$519K
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
40+ 7.77% |
$16.6K - $22.1K
|
555
$322K
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
39+ 0.11% |
$16.2K - $21.5K
|
35.5K
$20.6M
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
39+ 1.14% |
$16.2K - $21.5K
|
3.45K
$2M
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
38+ 0.24% |
$15.8K - $21K
|
16.1K
$9.35M
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
38+ 7.85% |
$15.8K - $21K
|
522
$303K
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
38+ 0.5% |
$15.8K - $21K
|
7.59K
$4.4M
|