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 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
45.3K+ 132.17% |
$18.9M - $25M
|
79.6K
$46.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
45.3K+ 74.44% |
$18.8M - $25M
|
106K
$61.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
43.7KNew |
$18.2M - $24.1M
|
43.7K
$25.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
42.9K+ 52.85% |
$17.9M - $23.7M
|
124K
$72M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
42.8K+ 4389.64% |
$17.8M - $23.6M
|
43.8K
$25.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
42KNew |
$17.5M - $23.2M
|
42K
$24.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
41.3K+ 89.48% |
$17.2M - $22.8M
|
87.4K
$50.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
41.2K+ 1417.7% |
$17.2M - $22.8M
|
44.2K
$25.6M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
40.5K+ 2410.64% |
$16.9M - $22.4M
|
42.2K
$24.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
40.4K+ 4811.68% |
$16.8M - $22.3M
|
41.2K
$23.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
37.4K+ 124.86% |
$15.6M - $20.6M
|
67.4K
$39.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37.1K+ 12.17% |
$15.4M - $20.5M
|
342K
$198M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.3K+ 30.24% |
$15.1M - $20M
|
156K
$90.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
36.1K+ 3628.34% |
$15M - $19.9M
|
37.1K
$21.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
35.4K+ 30.01% |
$14.7M - $19.5M
|
153K
$89M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
34.9K+ 42.0% |
$14.5M - $19.2M
|
118K
$68.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
33.6K+ 824.1% |
$14M - $18.5M
|
37.6K
$21.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
32.5K+ 103.88% |
$13.5M - $17.9M
|
63.9K
$37M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.4K+ 4.63% |
$13.5M - $17.9M
|
732K
$424M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
32.3K+ 22.86% |
$13.5M - $17.8M
|
174K
$101M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
31.3K+ 139.08% |
$13M - $17.3M
|
53.9K
$31.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
30.2K+ 1057.26% |
$12.6M - $16.7M
|
33.1K
$19.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
29.1K+ 38.68% |
$12.1M - $16M
|
104K
$60.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
28.7KNew |
$11.9M - $15.8M
|
28.7K
$16.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
28.4K+ 32.56% |
$11.8M - $15.7M
|
116K
$67.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
27K+ 585.29% |
$11.2M - $14.9M
|
31.6K
$18.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
26.8K+ 663.83% |
$11.1M - $14.8M
|
30.8K
$17.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
26.7K+ 177.5% |
$11.1M - $14.7M
|
41.7K
$24.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
26.7KNew |
$11.1M - $14.7M
|
26.7K
$15.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26.4K+ 62.16% |
$11M - $14.6M
|
68.9K
$40M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
26.4K+ 73.91% |
$11M - $14.6M
|
62.1K
$36M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.5K+ 4.95% |
$10.6M - $14M
|
540K
$313M
|
|
|
Aug 13, 2025
Q2 2025
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
25KNew |
$10.4M - $13.8M
|
25K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
24.8K+ 1413.94% |
$10.3M - $13.7M
|
26.6K
$15.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24.1KNew |
$10M - $13.3M
|
24.1K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.7K+ 29.35% |
$9.88M - $13.1M
|
105K
$60.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23.7K+ 9.98% |
$9.87M - $13.1M
|
261K
$152M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23KNew |
$9.58M - $12.7M
|
23K
$13.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
22.7KNew |
$9.43M - $12.5M
|
22.7K
$13.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
22.6K+ 1426.82% |
$9.39M - $12.4M
|
24.1K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.3K+ 93.7% |
$9.28M - $12.3M
|
46.1K
$26.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.2K+ 0.69% |
$9.24M - $12.3M
|
3.22M
$1.87B
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21.5K+ 87.33% |
$8.95M - $11.9M
|
46.2K
$26.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
21.5K+ 652.0% |
$8.93M - $11.8M
|
24.8K
$14.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
21.4KNew |
$8.92M - $11.8M
|
21.4K
$12.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
21.3K+ 95.94% |
$8.87M - $11.8M
|
43.5K
$25.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
21.3KNew |
$8.86M - $11.7M
|
21.3K
$12.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
20.9K+ 537.16% |
$8.7M - $11.5M
|
24.8K
$14.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.7K+ 27.84% |
$8.61M - $11.4M
|
95K
$55.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
20.6K+ 11.05% |
$8.59M - $11.4M
|
207K
$120M
|