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 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
165+ 3.43% |
$68.6K - $91K
|
4.97K
$2.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
164+ 34.31% |
$68.2K - $90.5K
|
642
$372K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
164+ 7.54% |
$68.2K - $90.5K
|
2.34K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
163+ 7.07% |
$67.8K - $89.9K
|
2.47K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
163+ 9.11% |
$67.8K - $89.9K
|
1.95K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
161+ 15.15% |
$67K - $88.8K
|
1.22K
$710K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
160+ 2.0% |
$66.6K - $88.3K
|
8.15K
$4.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
159+ 2.11% |
$66.2K - $87.7K
|
7.69K
$4.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
159+ 0.61% |
$66.2K - $87.7K
|
26.3K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
159+ 2.33% |
$66.2K - $87.7K
|
6.99K
$4.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
157+ 29.68% |
$65.3K - $86.6K
|
686
$398K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
157+ 1.87% |
$65.3K - $86.6K
|
8.55K
$4.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
157+ 4.17% |
$65.3K - $86.6K
|
3.92K
$2.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
156+ 16.67% |
$64.9K - $86.1K
|
1.09K
$633K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
155+ 10.22% |
$64.5K - $85.5K
|
1.67K
$970K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
154+ 12.17% |
$64.1K - $85K
|
1.42K
$823K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
154+ 15.01% |
$64.1K - $85K
|
1.18K
$684K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
153+ 34.15% |
$63.7K - $84.4K
|
601
$349K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
152+ 12.14% |
$63.2K - $83.8K
|
1.4K
$814K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
152+ 12.87% |
$63.2K - $83.8K
|
1.33K
$773K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
151+ 9.43% |
$62.8K - $83.3K
|
1.75K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
151+ 4.24% |
$62.8K - $83.3K
|
3.72K
$2.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
151+ 6.9% |
$62.8K - $83.3K
|
2.34K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
150+ 4.54% |
$62.4K - $82.7K
|
3.46K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
148+ 6.9% |
$61.6K - $81.6K
|
2.29K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
148+ 2.01% |
$61.6K - $81.6K
|
7.52K
$4.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
147+ 38.79% |
$61.2K - $81.1K
|
526
$305K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
146+ 0.29% |
$60.7K - $80.5K
|
51.4K
$29.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
144+ 1.71% |
$59.9K - $79.4K
|
8.58K
$4.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
BUY
|
- |
144+ 29.27% |
$59.9K - $79.4K
|
636
$369K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
144+ 21.98% |
$59.9K - $79.4K
|
799
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
143+ 4.09% |
$59.5K - $78.9K
|
3.64K
$2.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
142+ 7.03% |
$59.1K - $78.3K
|
2.16K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
141+ 3.19% |
$58.7K - $77.8K
|
4.56K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
141+ 5.24% |
$58.7K - $77.8K
|
2.83K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
140+ 4.59% |
$58.2K - $77.2K
|
3.19K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
139+ 2.31% |
$57.8K - $76.7K
|
6.16K
$3.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
139+ 26.73% |
$57.8K - $76.7K
|
659
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
139+ 7.73% |
$57.8K - $76.7K
|
1.94K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
139+ 0.59% |
$57.8K - $76.7K
|
23.8K
$13.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
137+ 18.54% |
$57K - $75.6K
|
876
$508K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
137+ 3.32% |
$57K - $75.6K
|
4.26K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
137+ 10.44% |
$57K - $75.6K
|
1.45K
$840K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
135+ 2.87% |
$56.2K - $74.5K
|
4.83K
$2.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
134+ 0.58% |
$55.8K - $73.9K
|
23.1K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
134+ 0.01% |
$55.8K - $73.9K
|
1.44M
$833M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
133+ 11.19% |
$55.3K - $73.4K
|
1.32K
$767K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
133+ 3.32% |
$55.3K - $73.4K
|
4.14K
$2.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
132+ 3.51% |
$54.9K - $72.8K
|
3.9K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
132+ 2.82% |
$54.9K - $72.8K
|
4.82K
$2.8M
|