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 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
1.08K+ 29.83% |
$448K - $594K
|
4.69K
$2.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.07K+ 5.0% |
$446K - $592K
|
22.5K
$13.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.07K+ 4.93% |
$446K - $591K
|
22.8K
$13.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.07K+ 3.48% |
$445K - $590K
|
31.8K
$18.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.07KNew |
$444K - $589K
|
1.07K
$619K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.07KNew |
$444K - $589K
|
1.07K
$619K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.06K+ 37.38% |
$442K - $586K
|
3.91K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.06K+ 6.66% |
$442K - $586K
|
17K
$9.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.06K+ 14.19% |
$441K - $584K
|
8.52K
$4.94M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.06K+ 2.81% |
$441K - $584K
|
38.8K
$22.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.05K+ 1.79% |
$437K - $579K
|
59.8K
$34.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.05K+ 2.79% |
$435K - $576K
|
38.5K
$22.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 1.48% |
$434K - $575K
|
71.6K
$41.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.04K+ 5.92% |
$431K - $571K
|
18.5K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.03KNew |
$427K - $567K
|
1.03K
$596K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.03K+ 8.92% |
$426K - $565K
|
12.5K
$7.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 5.13% |
$424K - $562K
|
20.9K
$12.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.02K+ 2.16% |
$424K - $562K
|
48.2K
$28M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 8.05% |
$424K - $562K
|
13.7K
$7.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.02KNew |
$422K - $560K
|
1.02K
$589K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.01K+ 12.38% |
$419K - $555K
|
9.13K
$5.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.01K+ 9.51% |
$419K - $555K
|
11.6K
$6.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.01K+ 43.19% |
$418K - $554K
|
3.33K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1K+ 4.31% |
$417K - $553K
|
24.2K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1K+ 104.16% |
$416K - $552K
|
1.96K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
1K+ 4.99% |
$416K - $552K
|
21.1K
$12.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1K+ 1.36% |
$416K - $552K
|
74.8K
$43.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
995+ 10.04% |
$414K - $549K
|
10.9K
$6.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
992+ 181.35% |
$413K - $547K
|
1.54K
$893K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
989+ 7.53% |
$411K - $546K
|
14.1K
$8.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
986+ 9.15% |
$410K - $544K
|
11.8K
$6.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
983+ 18.66% |
$409K - $542K
|
6.25K
$3.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
979+ 15.47% |
$407K - $540K
|
7.31K
$4.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
979+ 331.86% |
$407K - $540K
|
1.27K
$739K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
977+ 3.11% |
$406K - $539K
|
32.4K
$18.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
962+ 88.1% |
$400K - $531K
|
2.05K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
962+ 42.08% |
$400K - $531K
|
3.25K
$1.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
955+ 13.86% |
$397K - $527K
|
7.85K
$4.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
954+ 4.51% |
$397K - $526K
|
22.1K
$12.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
942+ 0.73% |
$392K - $520K
|
130K
$75.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
942+ 4.24% |
$392K - $520K
|
23.2K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
934+ 2.76% |
$389K - $515K
|
34.7K
$20.1M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
931+ 5.06% |
$387K - $514K
|
19.3K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
930+ 7.85% |
$387K - $513K
|
12.8K
$7.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
929+ 3.6% |
$387K - $512K
|
26.8K
$15.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
926+ 15.61% |
$385K - $511K
|
6.86K
$3.98M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
924+ 2.73% |
$384K - $510K
|
34.8K
$20.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
922+ 85.13% |
$384K - $509K
|
2.01K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
920+ 1.72% |
$383K - $508K
|
54.4K
$31.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
919New |
$382K - $507K
|
919
$533K
|