Purchases and Sales Made in Q2 2025 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO QQQ TRUST, SERIES 1.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.26K+ 38.58% |
$525K - $696K
|
4.53K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.26K+ 4.48% |
$525K - $696K
|
29.5K
$17.1M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.25K+ 150.36% |
$522K - $692K
|
2.09K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.24K+ 22.12% |
$518K - $686K
|
6.87K
$3.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.23K+ 23.23% |
$512K - $679K
|
6.53K
$3.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
1.23K+ 3.22% |
$512K - $679K
|
39.5K
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.23K+ 21.28% |
$511K - $677K
|
7K
$4.06M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.23K+ 13.44% |
$510K - $676K
|
10.4K
$6M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.23K+ 9.32% |
$510K - $676K
|
14.4K
$8.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.22K+ 14.27% |
$508K - $673K
|
9.77K
$5.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.22K+ 8.16% |
$506K - $671K
|
16.1K
$9.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.21K+ 12.72% |
$503K - $666K
|
10.7K
$6.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
1.2K+ 7.38% |
$498K - $660K
|
17.4K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.18K+ 24.24% |
$491K - $651K
|
6.05K
$3.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.17K+ 6.51% |
$488K - $648K
|
19.2K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.17K+ 95.91% |
$488K - $647K
|
2.4K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
1.16KNew |
$482K - $639K
|
1.16K
$672K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.16KNew |
$482K - $639K
|
1.16K
$672K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.15K+ 19.91% |
$480K - $637K
|
6.95K
$4.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.15KNew |
$478K - $634K
|
1.15K
$667K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.14K+ 11.59% |
$474K - $629K
|
11K
$6.37M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.14K+ 24.15% |
$474K - $629K
|
5.86K
$3.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.14K+ 53.55% |
$473K - $628K
|
3.26K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.14K+ 2.28% |
$472K - $626K
|
50.9K
$29.5M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.13K+ 11.85% |
$472K - $626K
|
10.7K
$6.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.13KNew |
$471K - $624K
|
1.13K
$657K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.13K+ 77.45% |
$470K - $623K
|
2.59K
$1.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.13K+ 6.68% |
$469K - $622K
|
18K
$10.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.12K+ 19.74% |
$468K - $620K
|
6.82K
$3.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.12K+ 100.72% |
$466K - $618K
|
2.23K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.12K+ 3.41% |
$466K - $617K
|
34K
$19.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.12K+ 99.82% |
$466K - $617K
|
2.24K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.12K+ 2.81% |
$465K - $617K
|
40.9K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.12K+ 6.3% |
$465K - $617K
|
18.9K
$10.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.11KNew |
$463K - $613K
|
1.11K
$645K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.11K+ 29.77% |
$462K - $612K
|
4.84K
$2.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.11K+ 17.48% |
$461K - $612K
|
7.45K
$4.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.11K+ 9.77% |
$461K - $611K
|
12.4K
$7.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.11K+ 8.62% |
$460K - $610K
|
13.9K
$8.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.1K+ 14.19% |
$459K - $609K
|
8.89K
$5.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
1.1K+ 42.18% |
$458K - $607K
|
3.71K
$2.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.1K+ 47.05% |
$457K - $606K
|
3.44K
$1.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.1K+ 2.05% |
$456K - $605K
|
54.5K
$31.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.1K+ 9.53% |
$456K - $605K
|
12.6K
$7.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.09K+ 13.12% |
$455K - $603K
|
9.43K
$5.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.09K+ 52.27% |
$455K - $603K
|
3.18K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.09K+ 5.48% |
$454K - $602K
|
21K
$12.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.09K+ 3.32% |
$452K - $600K
|
33.8K
$19.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.09K+ 5.72% |
$452K - $599K
|
20.1K
$11.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.09K+ 118.43% |
$452K - $599K
|
2K
$1.16M
|