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 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
87+ 8.2% |
$36.2K - $48K
|
1.15K
$666K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
87+ 4.96% |
$36.2K - $48K
|
1.84K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
87+ 0.69% |
$36.2K - $48K
|
12.7K
$7.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
86+ 1.83% |
$35.8K - $47.4K
|
4.8K
$2.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
86+ 5.58% |
$35.8K - $47.4K
|
1.63K
$944K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
86+ 0.35% |
$35.8K - $47.4K
|
24.5K
$14.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
86+ 4.16% |
$35.8K - $47.4K
|
2.15K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
86+ 19.95% |
$35.8K - $47.4K
|
517
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
85+ 0.3% |
$35.4K - $46.9K
|
28.9K
$16.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
85+ 5.85% |
$35.4K - $46.9K
|
1.54K
$892K
|
|
|
Aug 13, 2025
Q2 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
85+ 3.68% |
$35.4K - $46.9K
|
2.39K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
84+ 0.3% |
$34.9K - $46.3K
|
28.5K
$16.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
84+ 7.72% |
$34.9K - $46.3K
|
1.17K
$680K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
84+ 3.1% |
$34.9K - $46.3K
|
2.79K
$1.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
83+ 1.23% |
$34.5K - $45.8K
|
6.84K
$3.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
82+ 0.73% |
$34.1K - $45.2K
|
11.3K
$6.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
82+ 13.06% |
$34.1K - $45.2K
|
710
$412K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
82+ 0.89% |
$34.1K - $45.2K
|
9.29K
$5.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
81+ 3.52% |
$33.7K - $44.7K
|
2.38K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
81+ 1.84% |
$33.7K - $44.7K
|
4.49K
$2.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
78+ 11.1% |
$32.5K - $43K
|
781
$453K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
78+ 2.61% |
$32.5K - $43K
|
3.07K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
78+ 4.0% |
$32.5K - $43K
|
2.03K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
77New |
$32K - $42.5K
|
77
$44.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
76+ 8.47% |
$31.6K - $41.9K
|
973
$564K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
75New |
$31.2K - $41.4K
|
75
$43.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
75+ 4.44% |
$31.2K - $41.4K
|
1.77K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
75+ 2.67% |
$31.2K - $41.4K
|
2.88K
$1.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
75+ 2.28% |
$31.2K - $41.4K
|
3.36K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
75+ 5.68% |
$31.2K - $41.4K
|
1.4K
$810K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
74+ 0.24% |
$30.8K - $40.8K
|
31.3K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
74New |
$30.8K - $40.8K
|
74
$42.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
73+ 4.25% |
$30.4K - $40.3K
|
1.79K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
73+ 1.34% |
$30.4K - $40.3K
|
5.53K
$3.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
72+ 12.48% |
$30K - $39.7K
|
649
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
72+ 3.33% |
$30K - $39.7K
|
2.24K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
70+ 4.72% |
$29.1K - $38.6K
|
1.55K
$900K
|
|
|
Aug 13, 2025
Q2 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
70+ 1.94% |
$29.1K - $38.6K
|
3.67K
$2.13M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
69+ 4.21% |
$28.7K - $38.1K
|
1.71K
$991K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
68+ 47.89% |
$28.3K - $37.5K
|
210
$122K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
67+ 0.03% |
$27.9K - $37K
|
210K
$122M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
66+ 1.55% |
$27.5K - $36.4K
|
4.33K
$2.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
66+ 1.9% |
$27.5K - $36.4K
|
3.55K
$2.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
65+ 4.39% |
$27K - $35.9K
|
1.55K
$897K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
65+ 20.5% |
$27K - $35.9K
|
382
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
65+ 1.85% |
$27K - $35.9K
|
3.58K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
64+ 2.42% |
$26.6K - $35.3K
|
2.71K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
64+ 4.11% |
$26.6K - $35.3K
|
1.62K
$940K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
63+ 0.23% |
$26.2K - $34.8K
|
27.6K
$16M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
62+ 10.58% |
$25.8K - $34.2K
|
648
$376K
|