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
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
260+ 17.8% |
$108K - $143K
|
1.72K
$998K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
258+ 20.3% |
$107K - $142K
|
1.53K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
258+ 2.82% |
$107K - $142K
|
9.41K
$5.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
257New |
$107K - $142K
|
257
$149K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
254+ 17.65% |
$106K - $140K
|
1.69K
$982K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
252+ 6.68% |
$105K - $139K
|
4.02K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
251+ 4.82% |
$104K - $138K
|
5.45K
$3.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
251+ 27.05% |
$104K - $138K
|
1.18K
$684K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
251+ 21.6% |
$104K - $138K
|
1.41K
$820K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
250+ 0.23% |
$104K - $138K
|
109K
$63.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
249+ 31.52% |
$104K - $137K
|
1.04K
$603K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
248New |
$103K - $137K
|
248
$144K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
245+ 21.32% |
$102K - $135K
|
1.39K
$809K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
245+ 2.59% |
$102K - $135K
|
9.7K
$5.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
245+ 31.98% |
$102K - $135K
|
1.01K
$586K
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
244+ 0.92% |
$102K - $135K
|
26.7K
$15.5M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
244+ 15.52% |
$102K - $135K
|
1.82K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
239+ 7.68% |
$99.4K - $132K
|
3.35K
$1.94M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
238+ 10.15% |
$99K - $131K
|
2.58K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
237+ 1.23% |
$98.6K - $131K
|
19.6K
$11.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
236+ 0.78% |
$98.2K - $130K
|
30.6K
$17.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
235+ 7.61% |
$97.8K - $130K
|
3.33K
$1.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
234+ 0.58% |
$97.4K - $129K
|
40.7K
$23.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
234+ 6.28% |
$97.4K - $129K
|
3.96K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 4.3% |
$96.5K - $128K
|
5.63K
$3.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
231+ 31.56% |
$96.1K - $127K
|
963
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
231+ 37.75% |
$96.1K - $127K
|
843
$489K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
230+ 12.18% |
$95.7K - $127K
|
2.12K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
228+ 7.31% |
$94.9K - $126K
|
3.35K
$1.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
227+ 1.09% |
$94.4K - $125K
|
21.1K
$12.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
225+ 0.14% |
$93.6K - $124K
|
158K
$91.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
224+ 1.83% |
$93.2K - $124K
|
12.4K
$7.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
223+ 3.88% |
$92.8K - $123K
|
5.97K
$3.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
223+ 20.86% |
$92.8K - $123K
|
1.29K
$749K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
222+ 6.87% |
$92.4K - $122K
|
3.46K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
221+ 24.15% |
$91.9K - $122K
|
1.14K
$659K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
221+ 2.49% |
$91.9K - $122K
|
9.1K
$5.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
220+ 65.28% |
$91.5K - $121K
|
557
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
213+ 0.88% |
$88.6K - $117K
|
24.5K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
213+ 6.7% |
$88.6K - $117K
|
3.39K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
213+ 0.9% |
$88.6K - $117K
|
23.9K
$13.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
211+ 0.25% |
$87.8K - $116K
|
83.7K
$48.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
210+ 2.29% |
$87.4K - $116K
|
9.38K
$5.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
209+ 6.42% |
$87K - $115K
|
3.46K
$2.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
209New |
$87K - $115K
|
209
$121K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
208+ 6.3% |
$86.5K - $115K
|
3.51K
$2.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
206+ 15.04% |
$85.7K - $114K
|
1.58K
$914K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
205+ 68.56% |
$85.3K - $113K
|
504
$292K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
204+ 10.79% |
$84.9K - $113K
|
2.1K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
204+ 1.02% |
$84.9K - $113K
|
20.2K
$11.7M
|