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 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
310+ 5.12% |
$129K - $171K
|
6.36K
$3.69M
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
307+ 25.18% |
$128K - $169K
|
1.53K
$885K
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
302+ 7.85% |
$126K - $167K
|
4.15K
$2.41M
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
300New |
$125K - $165K
|
300
$174K
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
299+ 10.14% |
$124K - $165K
|
3.25K
$1.88M
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
297+ 15.41% |
$124K - $164K
|
2.22K
$1.29M
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
296+ 4.57% |
$123K - $163K
|
6.77K
$3.93M
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
296+ 13.73% |
$123K - $163K
|
2.45K
$1.42M
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
294+ 3.53% |
$122K - $162K
|
8.62K
$5M
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
292+ 6.13% |
$121K - $161K
|
5.05K
$2.93M
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
292+ 12.75% |
$121K - $161K
|
2.58K
$1.5M
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
292+ 11.48% |
$121K - $161K
|
2.84K
$1.64M
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
291+ 63.4% |
$121K - $161K
|
750
$435K
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
290+ 1.56% |
$121K - $160K
|
18.9K
$11M
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
290+ 1.9% |
$121K - $160K
|
15.5K
$9.02M
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
289+ 0.74% |
$120K - $159K
|
39.4K
$22.9M
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
287+ 3.58% |
$119K - $158K
|
8.31K
$4.82M
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
287+ 37.32% |
$119K - $158K
|
1.06K
$613K
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
287+ 0.24% |
$119K - $158K
|
120K
$69.5M
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
285+ 15.57% |
$119K - $157K
|
2.12K
$1.23M
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
281+ 1.61% |
$117K - $155K
|
17.7K
$10.3M
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
279+ 0.48% |
$116K - $154K
|
58.3K
$33.8M
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
279+ 2.0% |
$116K - $154K
|
14.2K
$8.24M
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
279+ 41.58% |
$116K - $154K
|
950
$551K
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
277New |
$115K - $153K
|
277
$161K
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
277+ 1.34% |
$115K - $153K
|
20.9K
$12.1M
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
276+ 2.4% |
$115K - $152K
|
11.8K
$6.83M
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
276+ 11.47% |
$115K - $152K
|
2.68K
$1.56M
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
275+ 2.63% |
$114K - $152K
|
10.7K
$6.23M
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
275+ 29.26% |
$114K - $152K
|
1.22K
$705K
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
274+ 4.61% |
$114K - $151K
|
6.22K
$3.61M
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
273+ 3.74% |
$114K - $151K
|
7.57K
$4.39M
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
271+ 10.58% |
$113K - $149K
|
2.83K
$1.64M
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
270+ 9.63% |
$112K - $149K
|
3.08K
$1.78M
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
269+ 15.7% |
$112K - $148K
|
1.98K
$1.15M
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
268+ 8.17% |
$112K - $148K
|
3.55K
$2.06M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
267+ 34.36% |
$111K - $147K
|
1.04K
$606K
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
266New |
$111K - $147K
|
266
$154K
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
265+ 52.58% |
$110K - $146K
|
769
$446K
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
265+ 29.84% |
$110K - $146K
|
1.15K
$669K
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
264+ 0.57% |
$110K - $146K
|
46.6K
$27M
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
264+ 11.11% |
$110K - $146K
|
2.64K
$1.53M
|
|
Aug 14, 2025
Q2 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
264+ 51.66% |
$110K - $146K
|
775
$450K
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
261+ 13.1% |
$109K - $144K
|
2.25K
$1.31M
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
261+ 7.11% |
$109K - $144K
|
3.93K
$2.28M
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
261+ 0.19% |
$109K - $144K
|
135K
$78.5M
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
261+ 669.23% |
$109K - $144K
|
300
$174K
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
261+ 14.35% |
$109K - $144K
|
2.08K
$1.21M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
260+ 14.34% |
$108K - $143K
|
2.07K
$1.2M
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
BUY
|
- |
260+ 5.12% |
$108K - $143K
|
5.34K
$3.1M
|