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 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
109+ 6.76% |
$45.4K - $60.1K
|
1.72K
$998K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.53% |
$44.9K - $59.6K
|
20.7K
$12M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
108+ 83.08% |
$44.9K - $59.6K
|
238
$138K
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
107+ 22.48% |
$44.5K - $59K
|
583
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
107+ 5.25% |
$44.5K - $59K
|
2.15K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
105+ 0.52% |
$43.7K - $57.9K
|
20.3K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
104+ 0.6% |
$43.3K - $57.4K
|
17.3K
$10.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
103+ 6.09% |
$42.9K - $56.8K
|
1.8K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
101+ 3.37% |
$42K - $55.7K
|
3.1K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
101+ 1.74% |
$42K - $55.7K
|
5.91K
$3.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
100+ 10.26% |
$41.6K - $55.2K
|
1.08K
$624K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
100+ 19.42% |
$41.6K - $55.2K
|
615
$357K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
100+ 52.63% |
$41.6K - $55.2K
|
290
$168K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
100+ 22.37% |
$41.6K - $55.2K
|
547
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
100+ 6.03% |
$41.6K - $55.2K
|
1.76K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
100+ 5.62% |
$41.6K - $55.2K
|
1.88K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
99+ 8.7% |
$41.2K - $54.6K
|
1.24K
$718K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
99+ 2.46% |
$41.2K - $54.6K
|
4.13K
$2.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
99+ 1.55% |
$41.2K - $54.6K
|
6.5K
$3.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
98+ 0.21% |
$40.8K - $54.1K
|
47K
$27.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
97+ 2.84% |
$40.4K - $53.5K
|
3.51K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
96+ 2.93% |
$39.9K - $53K
|
3.37K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
95+ 12.57% |
$39.5K - $52.4K
|
851
$494K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
95+ 2.36% |
$39.5K - $52.4K
|
4.11K
$2.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
94+ 13.86% |
$39.1K - $51.9K
|
772
$448K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
94+ 1.33% |
$39.1K - $51.9K
|
7.15K
$4.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
93+ 1.12% |
$38.7K - $51.3K
|
8.4K
$4.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
93+ 10.92% |
$38.7K - $51.3K
|
945
$548K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
93+ 930.0% |
$38.7K - $51.3K
|
103
$59.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
92+ 9.61% |
$38.3K - $50.8K
|
1.05K
$608K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
92+ 36.95% |
$38.3K - $50.8K
|
341
$198K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
92+ 23.23% |
$38.3K - $50.8K
|
488
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
92+ 0.95% |
$38.3K - $50.8K
|
9.8K
$5.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Carnegie Mellon University
|
BUY
|
- |
92+ 0.15% |
$38.3K - $50.8K
|
61K
$35.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
91+ 6.65% |
$37.9K - $50.2K
|
1.46K
$846K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
91+ 0.86% |
$37.9K - $50.2K
|
10.6K
$6.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
91+ 0.45% |
$37.9K - $50.2K
|
20.5K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
91+ 9.1% |
$37.9K - $50.2K
|
1.09K
$633K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
90+ 2.71% |
$37.4K - $49.6K
|
3.41K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
90+ 3.32% |
$37.4K - $49.6K
|
2.8K
$1.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
90+ 9.84% |
$37.4K - $49.6K
|
1.01K
$583K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
90+ 1.8% |
$37.4K - $49.6K
|
5.09K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Granger Management LLC
|
BUY
|
- |
90+ 4.04% |
$37.4K - $49.6K
|
2.32K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
89+ 5.67% |
$37K - $49.1K
|
1.66K
$962K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
88+ 5.23% |
$36.6K - $48.5K
|
1.77K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
88+ 5.46% |
$36.6K - $48.5K
|
1.7K
$986K
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
88+ 0.49% |
$36.6K - $48.5K
|
17.9K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
88+ 2.82% |
$36.6K - $48.5K
|
3.21K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
87+ 6.02% |
$36.2K - $48K
|
1.53K
$889K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
87+ 11.05% |
$36.2K - $48K
|
874
$507K
|