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 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
45+ 5.79% |
$18.7K - $24.8K
|
822
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
45+ 4.01% |
$18.7K - $24.8K
|
1.17K
$677K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
45+ 0.43% |
$18.7K - $24.8K
|
10.4K
$6.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
45+ 6.17% |
$18.7K - $24.8K
|
774
$449K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 1.38% |
$18.7K - $24.8K
|
3.32K
$1.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
45New |
$18.7K - $24.8K
|
45
$26.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
44+ 2.73% |
$18.3K - $24.3K
|
1.66K
$960K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
43+ 7.68% |
$17.9K - $23.7K
|
603
$350K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.48% |
$17.9K - $23.7K
|
8.94K
$5.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
43+ 9.47% |
$17.9K - $23.7K
|
497
$288K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
43+ 2.83% |
$17.9K - $23.7K
|
1.56K
$905K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
43+ 1.69% |
$17.9K - $23.7K
|
2.58K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
43+ 2.34% |
$17.9K - $23.7K
|
1.88K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
43+ 20.0% |
$17.9K - $23.7K
|
258
$150K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
42+ 7.81% |
$17.5K - $23.2K
|
580
$336K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42+ 8.32% |
$17.5K - $23.2K
|
547
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
42+ 28.0% |
$17.5K - $23.2K
|
192
$111K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
41+ 2.21% |
$17.1K - $22.6K
|
1.9K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
41+ 0.45% |
$17.1K - $22.6K
|
9.21K
$5.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
41+ 4.56% |
$17.1K - $22.6K
|
940
$545K
|
|
|
Aug 06, 2025
Q2 2025
|
Suncoast Equity Management
|
BUY
|
- |
41+ 5.54% |
$17.1K - $22.6K
|
781
$453K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
40+ 7.77% |
$16.6K - $22.1K
|
555
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
40+ 9.2% |
$16.6K - $22.1K
|
475
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
40+ 4.68% |
$16.6K - $22.1K
|
895
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
40+ 20.83% |
$16.6K - $22.1K
|
232
$135K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
39+ 1.14% |
$16.2K - $21.5K
|
3.45K
$2M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
39+ 0.11% |
$16.2K - $21.5K
|
35.5K
$20.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
38+ 0.32% |
$15.8K - $21K
|
11.9K
$6.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
38+ 0.5% |
$15.8K - $21K
|
7.59K
$4.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
38+ 7.85% |
$15.8K - $21K
|
522
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
38+ 0.24% |
$15.8K - $21K
|
16.1K
$9.35M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
37+ 0.21% |
$15.4K - $20.4K
|
17.4K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
37+ 4.5% |
$15.4K - $20.4K
|
860
$499K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
37+ 7.77% |
$15.4K - $20.4K
|
513
$298K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
37+ 2.38% |
$15.4K - $20.4K
|
1.59K
$922K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
36+ 3.93% |
$15K - $19.9K
|
951
$552K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
36+ 3.58% |
$15K - $19.9K
|
1.04K
$604K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
36+ 1.47% |
$15K - $19.9K
|
2.48K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
35+ 0.57% |
$14.6K - $19.3K
|
6.18K
$3.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
35+ 8.12% |
$14.6K - $19.3K
|
466
$270K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.08% |
$14.1K - $18.8K
|
43K
$24.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
34+ 0.31% |
$14.1K - $18.8K
|
10.8K
$6.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
34+ 3.45% |
$14.1K - $18.8K
|
1.02K
$591K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
33+ 18.03% |
$13.7K - $18.2K
|
216
$125K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
33+ 1.05% |
$13.7K - $18.2K
|
3.17K
$1.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
33+ 2.57% |
$13.7K - $18.2K
|
1.32K
$763K
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
33+ 0.47% |
$13.7K - $18.2K
|
7.01K
$4.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
33+ 5.09% |
$13.7K - $18.2K
|
681
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
33+ 5.42% |
$13.7K - $18.2K
|
642
$372K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
33+ 1.63% |
$13.7K - $18.2K
|
2.05K
$1.19M
|