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 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
132+ 3.03% |
$54.9K - $72.8K
|
4.49K
$2.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
132+ 3.3% |
$54.9K - $72.8K
|
4.13K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
131+ 1.67% |
$54.5K - $72.3K
|
7.97K
$4.62M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
130+ 2.5% |
$54.1K - $71.7K
|
5.34K
$3.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
130+ 24.07% |
$54.1K - $71.7K
|
670
$389K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
130+ 1.01% |
$54.1K - $71.7K
|
13K
$7.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
129+ 4.77% |
$53.7K - $71.2K
|
2.84K
$1.64M
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
129+ 1.74% |
$53.7K - $71.2K
|
7.53K
$4.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
128+ 17.78% |
$53.3K - $70.6K
|
848
$492K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
127+ 2.24% |
$52.8K - $70.1K
|
5.8K
$3.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
127+ 1.1% |
$52.8K - $70.1K
|
11.7K
$6.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
127+ 2.13% |
$52.8K - $70.1K
|
6.09K
$3.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
126+ 6.0% |
$52.4K - $69.5K
|
2.23K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
126+ 2.95% |
$52.4K - $69.5K
|
4.39K
$2.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
125+ 8.43% |
$52K - $69K
|
1.61K
$933K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
124+ 0.31% |
$51.6K - $68.4K
|
40.6K
$23.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
123+ 5.84% |
$51.2K - $67.9K
|
2.23K
$1.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
123+ 48.43% |
$51.2K - $67.9K
|
377
$219K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
122+ 12.77% |
$50.8K - $67.3K
|
1.08K
$625K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
122+ 4.64% |
$50.8K - $67.3K
|
2.75K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
122+ 9.26% |
$50.8K - $67.3K
|
1.44K
$835K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
122+ 4.1% |
$50.8K - $67.3K
|
3.1K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
121+ 2.56% |
$50.3K - $66.7K
|
4.85K
$2.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
120+ 21.47% |
$49.9K - $66.2K
|
679
$394K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
120+ 21.9% |
$49.9K - $66.2K
|
668
$387K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
120+ 2.57% |
$49.9K - $66.2K
|
4.79K
$2.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
119+ 0.71% |
$49.5K - $65.6K
|
16.9K
$9.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
117+ 0.32% |
$48.7K - $64.5K
|
36.8K
$21.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
116+ 1.88% |
$48.3K - $64K
|
6.3K
$3.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
116+ 6.89% |
$48.3K - $64K
|
1.8K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
116+ 2.24% |
$48.3K - $64K
|
5.29K
$3.07M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
116+ 40.0% |
$48.3K - $64K
|
406
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
115+ 22.5% |
$47.8K - $63.4K
|
626
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
115+ 4.8% |
$47.8K - $63.4K
|
2.51K
$1.46M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
114+ 5.59% |
$47.4K - $62.9K
|
2.16K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
114+ 0.35% |
$47.4K - $62.9K
|
33.1K
$19.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
114+ 2.26% |
$47.4K - $62.9K
|
5.17K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
114+ 32.02% |
$47.4K - $62.9K
|
470
$273K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
113+ 22.11% |
$47K - $62.3K
|
624
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
113+ 2.08% |
$47K - $62.3K
|
5.53K
$3.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
112+ 0.5% |
$46.6K - $61.8K
|
22.7K
$13.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
111+ 100.91% |
$46.2K - $61.2K
|
221
$128K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
111+ 2.59% |
$46.2K - $61.2K
|
4.4K
$2.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
111+ 4.1% |
$46.2K - $61.2K
|
2.82K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
110+ 13.05% |
$45.8K - $60.7K
|
953
$553K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
110+ 11.79% |
$45.8K - $60.7K
|
1.04K
$605K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
110+ 15.54% |
$45.8K - $60.7K
|
818
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
110+ 4.97% |
$45.8K - $60.7K
|
2.32K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
110+ 2.17% |
$45.8K - $60.7K
|
5.17K
$3M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
109+ 0.42% |
$45.4K - $60.1K
|
25.8K
$15M
|