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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
183New |
$85.7K - $98.7K
|
183
$106K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
179+ 17.5% |
$83.8K - $96.6K
|
1.2K
$697K
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
172New |
$80.6K - $92.8K
|
172
$99.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
165New |
$77.3K - $89K
|
165
$95.7K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
161+ 38.98% |
$75.4K - $86.9K
|
574
$333K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
160New |
$74.9K - $86.3K
|
160
$92.8K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
153+ 17.85% |
$71.7K - $82.5K
|
1.01K
$586K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
150+ 3.52% |
$70.3K - $80.9K
|
4.42K
$2.56M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
149New |
$69.8K - $80.4K
|
149
$86.4K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
147+ 34.03% |
$68.8K - $79.3K
|
579
$336K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
140+ 12.22% |
$65.6K - $75.5K
|
1.29K
$746K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
140+ 22.76% |
$65.6K - $75.5K
|
755
$438K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
138+ 23.0% |
$64.6K - $74.5K
|
738
$428K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
138+ 20.2% |
$64.6K - $74.5K
|
821
$476K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
129+ 1.4% |
$60.4K - $69.6K
|
9.36K
$5.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
116+ 2.18% |
$54.3K - $62.6K
|
5.43K
$3.15M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
113+ 9.54% |
$52.9K - $61K
|
1.3K
$752K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
109New |
$51K - $58.8K
|
109
$63.2K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
106+ 47.75% |
$49.6K - $57.2K
|
328
$190K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
105+ 16.61% |
$49.2K - $56.6K
|
737
$427K
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
100+ 4.89% |
$46.8K - $54K
|
2.15K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
CALL |
100New |
$46.8K - $54K
|
100
$58K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
100New |
$46.8K - $54K
|
100
$58K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
PUT |
100New |
$46.8K - $54K
|
100
$58K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
97+ 18.37% |
$45.4K - $52.3K
|
625
$363K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
95+ 5.33% |
$44.5K - $51.3K
|
1.88K
$1.09M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
95+ 0.49% |
$44.5K - $51.3K
|
19.7K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
87+ 5.07% |
$40.7K - $46.9K
|
1.8K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
80+ 10.03% |
$37.5K - $43.2K
|
878
$509K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
79+ 18.12% |
$37K - $42.6K
|
515
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
79+ 15.46% |
$37K - $42.6K
|
590
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
74+ 14.48% |
$34.7K - $39.9K
|
585
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
74New |
$34.7K - $39.9K
|
74
$42.9K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
73+ 4.82% |
$34.2K - $39.4K
|
1.59K
$921K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
70+ 35.0% |
$32.8K - $37.8K
|
270
$157K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 0.25% |
$32.8K - $37.8K
|
28.4K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
PUT |
68New |
$31.8K - $36.7K
|
68
$39.4K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
66+ 15.31% |
$30.9K - $35.6K
|
497
$288K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
65+ 0.97% |
$30.4K - $35.1K
|
6.77K
$3.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
65+ 4.03% |
$30.4K - $35.1K
|
1.68K
$972K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
63+ 1.3% |
$29.5K - $34K
|
4.92K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
55+ 12.09% |
$25.8K - $29.7K
|
510
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
55+ 13.48% |
$25.8K - $29.7K
|
463
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
54+ 4.92% |
$25.3K - $29.1K
|
1.15K
$668K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
53+ 13.35% |
$24.8K - $28.6K
|
450
$261K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
53+ 2.26% |
$24.8K - $28.6K
|
2.4K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
50+ 3.71% |
$23.4K - $27K
|
1.4K
$811K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
47+ 2.64% |
$22K - $25.4K
|
1.83K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
47+ 2.41% |
$22K - $25.4K
|
2K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
44+ 35.77% |
$20.6K - $23.7K
|
167
$96.9K
|