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
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
361+ 3.64% |
$150K - $199K
|
10.3K
$5.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
359+ 4.4% |
$149K - $198K
|
8.52K
$4.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
358+ 19.63% |
$149K - $197K
|
2.18K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
356+ 22.47% |
$148K - $196K
|
1.94K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
356New |
$148K - $196K
|
356
$206K
|
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
353+ 20.39% |
$147K - $195K
|
2.08K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
353+ 3.07% |
$147K - $195K
|
11.8K
$6.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
352+ 78.92% |
$146K - $194K
|
798
$463K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
351+ 63.24% |
$146K - $194K
|
906
$526K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
351+ 28.26% |
$146K - $194K
|
1.59K
$924K
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
350+ 19.6% |
$146K - $193K
|
2.14K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
349+ 25.34% |
$145K - $193K
|
1.73K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
348+ 5.41% |
$145K - $192K
|
6.78K
$3.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
347+ 67.25% |
$144K - $191K
|
863
$501K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
347+ 64.02% |
$144K - $191K
|
889
$516K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
346+ 48.32% |
$144K - $191K
|
1.06K
$616K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
344+ 3.16% |
$143K - $190K
|
11.2K
$6.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
343+ 9.68% |
$143K - $189K
|
3.89K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
340+ 44.85% |
$141K - $188K
|
1.1K
$637K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
340+ 7.81% |
$141K - $188K
|
4.69K
$2.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
340+ 3.31% |
$141K - $188K
|
10.6K
$6.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
339+ 8.45% |
$141K - $187K
|
4.35K
$2.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
339+ 163.77% |
$141K - $187K
|
546
$317K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
338+ 9.18% |
$141K - $186K
|
4.02K
$2.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
338+ 2.78% |
$141K - $186K
|
12.5K
$7.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
335+ 11.66% |
$139K - $185K
|
3.21K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
334+ 5.79% |
$139K - $184K
|
6.1K
$3.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
334+ 1.32% |
$139K - $184K
|
25.7K
$14.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
332+ 4.64% |
$138K - $183K
|
7.48K
$4.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
329+ 4.61% |
$137K - $181K
|
7.47K
$4.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
328+ 1.23% |
$136K - $181K
|
27K
$15.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
328+ 11.56% |
$136K - $181K
|
3.17K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
328+ 443.24% |
$136K - $181K
|
402
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
327+ 13.36% |
$136K - $180K
|
2.77K
$1.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
326+ 4.27% |
$136K - $180K
|
7.97K
$4.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
326+ 5.55% |
$136K - $180K
|
6.2K
$3.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
326+ 32.7% |
$136K - $180K
|
1.32K
$767K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
325+ 3.63% |
$135K - $179K
|
9.28K
$5.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
324+ 9.96% |
$135K - $179K
|
3.58K
$2.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
322+ 13.49% |
$134K - $178K
|
2.71K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
322+ 28.2% |
$134K - $178K
|
1.46K
$849K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
320+ 13.47% |
$133K - $177K
|
2.7K
$1.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
320+ 4.4% |
$133K - $177K
|
7.59K
$4.4M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
320+ 16.99% |
$133K - $177K
|
2.2K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
318+ 2.41% |
$132K - $175K
|
13.5K
$7.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
318+ 8.47% |
$132K - $175K
|
4.07K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
318+ 7.47% |
$132K - $175K
|
4.58K
$2.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
315+ 6.94% |
$131K - $174K
|
4.85K
$2.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
314+ 0.57% |
$131K - $173K
|
55.8K
$32.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
312+ 17.52% |
$130K - $172K
|
2.09K
$1.21M
|