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 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
62+ 4.93% |
$25.8K - $34.2K
|
1.32K
$766K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
61+ 0.29% |
$25.4K - $33.7K
|
20.8K
$12.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
61+ 2.0% |
$25.4K - $33.7K
|
3.12K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
60+ 2.2% |
$25K - $33.1K
|
2.79K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
60+ 14.02% |
$25K - $33.1K
|
488
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
59New |
$24.5K - $32.5K
|
59
$34.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
59+ 7.52% |
$24.5K - $32.5K
|
844
$490K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
59+ 6.5% |
$24.5K - $32.5K
|
966
$560K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
58+ 12.06% |
$24.1K - $32K
|
539
$313K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
58+ 2.46% |
$24.1K - $32K
|
2.41K
$1.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
58+ 2.16% |
$24.1K - $32K
|
2.74K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
58+ 6.38% |
$24.1K - $32K
|
967
$561K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
57+ 0.71% |
$23.7K - $31.4K
|
8.03K
$4.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
57+ 8.66% |
$23.7K - $31.4K
|
715
$415K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55New |
$22.9K - $30.3K
|
55
$31.9K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
55+ 3.42% |
$22.9K - $30.3K
|
1.66K
$965K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
55+ 4.03% |
$22.9K - $30.3K
|
1.42K
$824K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
55+ 3.28% |
$22.9K - $30.3K
|
1.73K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
54+ 3.59% |
$22.5K - $29.8K
|
1.56K
$905K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
54+ 6.26% |
$22.5K - $29.8K
|
917
$532K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
54+ 9.34% |
$22.5K - $29.8K
|
632
$367K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53+ 0.7% |
$22.1K - $29.2K
|
7.67K
$4.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
53+ 2.8% |
$22.1K - $29.2K
|
1.95K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
53+ 0.4% |
$22.1K - $29.2K
|
13.2K
$7.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
53+ 1.04% |
$22.1K - $29.2K
|
5.17K
$3M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
52+ 6.74% |
$21.6K - $28.7K
|
823
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
52+ 0.22% |
$21.6K - $28.7K
|
24.1K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
51+ 0.94% |
$21.2K - $28.1K
|
5.47K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
51+ 3.77% |
$21.2K - $28.1K
|
1.4K
$814K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
51+ 3.51% |
$21.2K - $28.1K
|
1.5K
$872K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
50+ 2.91% |
$20.8K - $27.6K
|
1.77K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
50+ 3.58% |
$20.8K - $27.6K
|
1.45K
$839K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
50+ 3.7% |
$20.8K - $27.6K
|
1.4K
$814K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 1.95% |
$20.8K - $27.6K
|
2.62K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
50+ 2.41% |
$20.8K - $27.6K
|
2.13K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
50+ 4.02% |
$20.8K - $27.6K
|
1.3K
$751K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50+ 11.55% |
$20.8K - $27.6K
|
483
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
49+ 1.12% |
$20.4K - $27K
|
4.42K
$2.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
49+ 5.45% |
$20.4K - $27K
|
948
$550K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
48+ 1.08% |
$20K - $26.5K
|
4.51K
$2.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
48+ 0.19% |
$20K - $26.5K
|
25.7K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
47+ 1.23% |
$19.6K - $25.9K
|
3.87K
$2.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
47+ 4.04% |
$19.6K - $25.9K
|
1.21K
$702K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
47+ 2.27% |
$19.6K - $25.9K
|
2.12K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
46+ 1.19% |
$19.1K - $25.4K
|
3.9K
$2.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
46+ 0.98% |
$19.1K - $25.4K
|
4.74K
$2.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
46+ 0.78% |
$19.1K - $25.4K
|
5.95K
$3.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
46+ 0.57% |
$19.1K - $25.4K
|
8.14K
$4.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
46+ 7.24% |
$19.1K - $25.4K
|
681
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
46+ 9.15% |
$19.1K - $25.4K
|
549
$318K
|