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 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
770+ 4.48% |
$320K - $425K
|
18K
$10.4M
|
|
Aug 14, 2025
Q2 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
768+ 0.54% |
$320K - $424K
|
143K
$82.7M
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
767New |
$319K - $423K
|
767
$445K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
764+ 8.46% |
$318K - $421K
|
9.79K
$5.68M
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
761+ 3.19% |
$317K - $420K
|
24.6K
$14.3M
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
757New |
$315K - $418K
|
757
$439K
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
757+ 47.11% |
$315K - $418K
|
2.36K
$1.37M
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
751+ 46.44% |
$312K - $414K
|
2.37K
$1.37M
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
745+ 2.38% |
$310K - $411K
|
32.1K
$18.6M
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
741+ 8.92% |
$308K - $409K
|
9.05K
$5.25M
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
736+ 0.88% |
$306K - $406K
|
84K
$48.7M
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
733+ 0.95% |
$305K - $404K
|
78K
$45.3M
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
732+ 3.02% |
$305K - $404K
|
25K
$14.5M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
726+ 10.49% |
$302K - $400K
|
7.65K
$4.44M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
726+ 2.13% |
$302K - $400K
|
34.9K
$20.2M
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
725+ 3.82% |
$302K - $400K
|
19.7K
$11.4M
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
723+ 112.09% |
$301K - $399K
|
1.37K
$794K
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
721+ 2.81% |
$300K - $398K
|
26.4K
$15.3M
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
720+ 22.9% |
$300K - $397K
|
3.86K
$2.24M
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
717+ 2390.0% |
$298K - $396K
|
747
$433K
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
715New |
$297K - $394K
|
715
$415K
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
711+ 4.12% |
$296K - $392K
|
18K
$10.4M
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
710New |
$295K - $392K
|
710
$412K
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
707+ 2.95% |
$294K - $390K
|
24.6K
$14.3M
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
704+ 109.49% |
$293K - $388K
|
1.35K
$781K
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
701+ 11.08% |
$292K - $387K
|
7.03K
$4.08M
|
|
Jul 18, 2025
Q2 2025
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
700New |
$291K - $386K
|
700
$406K
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
699+ 38.77% |
$291K - $386K
|
2.5K
$1.45M
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
697+ 27.82% |
$290K - $384K
|
3.2K
$1.86M
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
696+ 109.61% |
$290K - $384K
|
1.33K
$772K
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
694+ 0.38% |
$289K - $383K
|
185K
$107M
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
693+ 85.34% |
$288K - $382K
|
1.51K
$873K
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
693+ 28.47% |
$288K - $382K
|
3.13K
$1.81M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
692+ 2.7% |
$288K - $382K
|
26.3K
$15.3M
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
691New |
$287K - $381K
|
691
$401K
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
686New |
$285K - $378K
|
686
$398K
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
684+ 4.48% |
$285K - $377K
|
16K
$9.26M
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
682+ 4.7% |
$284K - $376K
|
15.2K
$8.81M
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
681+ 55.77% |
$283K - $376K
|
1.9K
$1.1M
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
679+ 17.28% |
$283K - $375K
|
4.61K
$2.67M
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
673+ 27.6% |
$280K - $371K
|
3.11K
$1.8M
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
669New |
$278K - $369K
|
669
$388K
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
662+ 23.42% |
$275K - $365K
|
3.49K
$2.02M
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
656+ 210.26% |
$273K - $362K
|
968
$561K
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
656+ 1.11% |
$273K - $362K
|
59.7K
$34.6M
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
651+ 32.05% |
$271K - $359K
|
2.68K
$1.56M
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
649+ 4.37% |
$270K - $358K
|
15.5K
$8.98M
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
648+ 32.79% |
$270K - $357K
|
2.62K
$1.52M
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
646+ 43.77% |
$269K - $356K
|
2.12K
$1.23M
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
643+ 24.63% |
$268K - $355K
|
3.25K
$1.89M
|