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 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
383+ 10.3% |
$159K - $211K
|
4.1K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
382New |
$159K - $211K
|
382
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
382+ 3.96% |
$159K - $211K
|
10K
$5.82M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
382New |
$159K - $211K
|
382
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
381+ 6.43% |
$159K - $210K
|
6.31K
$3.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
381+ 10.46% |
$159K - $210K
|
4.02K
$2.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
381+ 4.92% |
$159K - $210K
|
8.12K
$4.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
380+ 82.97% |
$158K - $210K
|
838
$486K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
380New |
$158K - $210K
|
380
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
380New |
$158K - $210K
|
380
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
379New |
$158K - $209K
|
379
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
379New |
$158K - $209K
|
379
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
379+ 1.35% |
$158K - $209K
|
28.5K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
379+ 5.8% |
$158K - $209K
|
6.92K
$4.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
377New |
$157K - $208K
|
377
$219K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
376New |
$156K - $207K
|
376
$218K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
375+ 23.78% |
$156K - $207K
|
1.95K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
375New |
$156K - $207K
|
375
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
375+ 26.06% |
$156K - $207K
|
1.81K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
375New |
$156K - $207K
|
375
$218K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
375New |
$156K - $207K
|
375
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
375New |
$156K - $207K
|
375
$218K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
374New |
$156K - $206K
|
374
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
373New |
$155K - $206K
|
373
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
372New |
$155K - $205K
|
372
$216K
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
372New |
$155K - $205K
|
372
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
372New |
$155K - $205K
|
372
$216K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
372New |
$155K - $205K
|
372
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
371New |
$154K - $205K
|
371
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
371+ 6.94% |
$154K - $205K
|
5.72K
$3.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
370New |
$154K - $204K
|
370
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
369New |
$154K - $204K
|
369
$214K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
369New |
$154K - $204K
|
369
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
369New |
$154K - $204K
|
369
$214K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
368+ 5.85% |
$153K - $203K
|
6.66K
$3.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
367+ 6.39% |
$153K - $202K
|
6.11K
$3.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
367New |
$153K - $202K
|
367
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
367New |
$153K - $202K
|
367
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
366+ 148.78% |
$152K - $202K
|
612
$355K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
365New |
$152K - $201K
|
365
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
365+ 2.04% |
$152K - $201K
|
18.2K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
365New |
$152K - $201K
|
365
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
365+ 6.56% |
$152K - $201K
|
5.93K
$3.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
364+ 5.68% |
$151K - $201K
|
6.78K
$3.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
363+ 3.34% |
$151K - $200K
|
11.2K
$6.51M
|
|
|
Aug 04, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
363New |
$151K - $200K
|
363
$211K
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
363New |
$151K - $200K
|
363
$211K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
362+ 67.29% |
$151K - $200K
|
900
$522K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
362+ 2.39% |
$151K - $200K
|
15.5K
$8.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
361+ 10.78% |
$150K - $199K
|
3.71K
$2.15M
|