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 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
465+ 5.57% |
$193K - $257K
|
8.81K
$5.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
464+ 32.91% |
$193K - $256K
|
1.87K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
461+ 25.65% |
$192K - $254K
|
2.26K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
460New |
$191K - $254K
|
460
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
457New |
$190K - $252K
|
457
$265K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
457New |
$190K - $252K
|
457
$265K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
456New |
$190K - $252K
|
456
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
453+ 3.38% |
$188K - $250K
|
13.8K
$8.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
452+ 4.92% |
$188K - $249K
|
9.65K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
452New |
$188K - $249K
|
452
$262K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
451New |
$188K - $249K
|
451
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
451+ 1.21% |
$188K - $249K
|
37.7K
$21.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
449New |
$187K - $248K
|
449
$260K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
448New |
$186K - $247K
|
448
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
447+ 49.28% |
$186K - $247K
|
1.35K
$785K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
BUY
|
- |
446+ 3.63% |
$186K - $246K
|
12.7K
$7.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
445New |
$185K - $245K
|
445
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
445New |
$185K - $245K
|
445
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
444+ 2.53% |
$185K - $245K
|
18K
$10.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
442+ 4.1% |
$184K - $244K
|
11.2K
$6.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
439New |
$183K - $242K
|
439
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
437+ 5.81% |
$182K - $241K
|
7.95K
$4.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
436New |
$181K - $241K
|
436
$253K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
433+ 16.04% |
$180K - $239K
|
3.13K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
432New |
$180K - $238K
|
432
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
431New |
$179K - $238K
|
431
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
428+ 16.93% |
$178K - $236K
|
2.96K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
425New |
$177K - $234K
|
425
$247K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
425New |
$177K - $234K
|
425
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
425New |
$177K - $234K
|
425
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
423+ 2.47% |
$176K - $233K
|
17.5K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
422+ 22.69% |
$176K - $233K
|
2.28K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
421+ 2.24% |
$175K - $232K
|
19.2K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
421+ 3.53% |
$175K - $232K
|
12.3K
$7.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
420New |
$175K - $232K
|
420
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
415New |
$173K - $229K
|
415
$241K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
415+ 3.36% |
$173K - $229K
|
12.8K
$7.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
415+ 2.5% |
$173K - $229K
|
17K
$9.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
414New |
$172K - $228K
|
414
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
413+ 4.99% |
$172K - $228K
|
8.69K
$5.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
413+ 28.19% |
$172K - $228K
|
1.88K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
412New |
$171K - $227K
|
412
$239K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Wealth Management
|
BUY
|
- |
412New |
$171K - $227K
|
412
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
411New |
$171K - $227K
|
411
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
411New |
$171K - $227K
|
411
$238K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
411New |
$171K - $227K
|
411
$238K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
409+ 1.08% |
$170K - $226K
|
38.2K
$22.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
409+ 8.34% |
$170K - $226K
|
5.32K
$3.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
409New |
$170K - $226K
|
409
$237K
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
408New |
$170K - $225K
|
408
$237K
|