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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
408+ 1.32% |
$170K - $225K
|
31.2K
$18.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
408New |
$170K - $225K
|
408
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
405+ 1.65% |
$169K - $223K
|
25K
$14.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
405+ 4.22% |
$169K - $223K
|
10K
$5.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
404+ 3.55% |
$168K - $223K
|
11.8K
$6.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
403+ 35.48% |
$168K - $222K
|
1.54K
$893K
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
403+ 11.87% |
$168K - $222K
|
3.8K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
402New |
$167K - $222K
|
402
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
402+ 0.65% |
$167K - $222K
|
62K
$36M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
402+ 14.21% |
$167K - $222K
|
3.23K
$1.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
401New |
$167K - $221K
|
401
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
400New |
$166K - $221K
|
400
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
BUY
|
- |
400New |
$166K - $221K
|
400
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
400+ 4.74% |
$166K - $221K
|
8.83K
$5.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
400New |
$166K - $221K
|
400
$232K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
400New |
$166K - $221K
|
400
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
400+ 1.22% |
$166K - $221K
|
33.1K
$19.2M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
399New |
$166K - $220K
|
399
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
399+ 3.27% |
$166K - $220K
|
12.6K
$7.31M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
399+ 6.53% |
$166K - $220K
|
6.51K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
399+ 13.58% |
$166K - $220K
|
3.34K
$1.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
398+ 1.77% |
$166K - $220K
|
22.8K
$13.2M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
398New |
$166K - $220K
|
398
$231K
|
|
|
Jul 28, 2025
Q2 2025
|
Toews Corp
|
BUY
|
- |
398New |
$166K - $220K
|
398
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
398+ 4.6% |
$166K - $220K
|
9.05K
$5.25M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
398+ 16.68% |
$166K - $220K
|
2.78K
$1.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
398New |
$166K - $220K
|
398
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
396+ 3.47% |
$165K - $218K
|
11.8K
$6.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
395+ 0.77% |
$164K - $218K
|
52K
$30.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
395+ 1.21% |
$164K - $218K
|
33K
$19.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
394New |
$164K - $217K
|
394
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
394New |
$164K - $217K
|
394
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
394+ 91.2% |
$164K - $217K
|
826
$479K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
393New |
$164K - $217K
|
393
$228K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
391New |
$163K - $216K
|
391
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
390New |
$162K - $215K
|
390
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
389New |
$162K - $215K
|
389
$226K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
389New |
$162K - $215K
|
389
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
389New |
$162K - $215K
|
389
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
389+ 6.32% |
$162K - $215K
|
6.54K
$3.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
388New |
$161K - $214K
|
388
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
388New |
$161K - $214K
|
388
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
387+ 1.89% |
$161K - $213K
|
20.9K
$12.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
386New |
$161K - $213K
|
386
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
386New |
$161K - $213K
|
386
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
386New |
$161K - $213K
|
386
$224K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
385New |
$160K - $212K
|
385
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
384New |
$160K - $212K
|
384
$223K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
383New |
$159K - $211K
|
383
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
383New |
$159K - $211K
|
383
$222K
|