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 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
537+ 1.07% |
$223K - $296K
|
50.6K
$29.4M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
535+ 1.89% |
$223K - $295K
|
28.9K
$16.8M
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
532New |
$221K - $293K
|
532
$309K
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
530New |
$221K - $292K
|
530
$307K
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
BUY
|
- |
528+ 21.28% |
$220K - $291K
|
3.01K
$1.75M
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
528+ 24.91% |
$220K - $291K
|
2.65K
$1.54M
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
527+ 1.85% |
$219K - $291K
|
29K
$16.8M
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
523+ 5.1% |
$218K - $289K
|
10.8K
$6.25M
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
522New |
$217K - $288K
|
522
$303K
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
521+ 5.65% |
$217K - $287K
|
9.74K
$5.65M
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
521+ 19.87% |
$217K - $287K
|
3.14K
$1.82M
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
521New |
$217K - $287K
|
521
$302K
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
518+ 4.12% |
$216K - $286K
|
13.1K
$7.59M
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
518+ 4.34% |
$216K - $286K
|
12.5K
$7.23M
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
515+ 17.87% |
$214K - $284K
|
3.4K
$1.97M
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
515+ 27.41% |
$214K - $284K
|
2.39K
$1.39M
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
513+ 7.06% |
$213K - $283K
|
7.78K
$4.51M
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
512+ 38.53% |
$213K - $282K
|
1.84K
$1.07M
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
509+ 60.96% |
$212K - $281K
|
1.34K
$780K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
509+ 1.99% |
$212K - $281K
|
26.1K
$15.1M
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
508New |
$211K - $280K
|
508
$295K
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
507+ 8.46% |
$211K - $280K
|
6.5K
$3.77M
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
505New |
$210K - $279K
|
505
$293K
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
502New |
$209K - $277K
|
502
$291K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
502+ 371.85% |
$209K - $277K
|
637
$369K
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
500New |
$208K - $276K
|
500
$290K
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
500+ 0.75% |
$208K - $276K
|
67.1K
$38.9M
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
500New |
$208K - $276K
|
500
$290K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
499+ 2.26% |
$208K - $275K
|
22.5K
$13.1M
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
499+ 7.17% |
$208K - $275K
|
7.46K
$4.33M
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
499+ 9.57% |
$208K - $275K
|
5.71K
$3.31M
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
495+ 34.49% |
$206K - $273K
|
1.93K
$1.12M
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
491+ 46.99% |
$204K - $271K
|
1.54K
$891K
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
487+ 13.18% |
$203K - $269K
|
4.18K
$2.43M
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
485+ 3.24% |
$202K - $268K
|
15.5K
$8.97M
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
485+ 453.27% |
$202K - $268K
|
592
$343K
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
479New |
$199K - $264K
|
479
$278K
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
478+ 5.85% |
$199K - $264K
|
8.65K
$5.02M
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
475New |
$198K - $262K
|
475
$276K
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
472New |
$196K - $260K
|
472
$274K
|
|
Jul 25, 2025
Q2 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
472New |
$196K - $260K
|
472
$274K
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
472+ 8.8% |
$196K - $260K
|
5.83K
$3.38M
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
472New |
$196K - $260K
|
472
$274K
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
469+ 14.73% |
$195K - $259K
|
3.65K
$2.12M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
467+ 2.38% |
$194K - $258K
|
20.1K
$11.6M
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
467+ 10.4% |
$194K - $258K
|
4.96K
$2.87M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
466+ 15.14% |
$194K - $257K
|
3.54K
$2.06M
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
466New |
$194K - $257K
|
466
$270K
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
466+ 8.79% |
$194K - $257K
|
5.77K
$3.35M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
465+ 5.49% |
$193K - $257K
|
8.94K
$5.18M
|