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
|
Salvus Wealth Management, LLC
|
BUY
|
- |
32+ 6.97% |
$13.3K - $17.7K
|
491
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
32+ 2.49% |
$13.3K - $17.7K
|
1.32K
$765K
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
BUY
|
- |
32+ 3.43% |
$13.3K - $17.7K
|
965
$560K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
32+ 5.68% |
$13.3K - $17.7K
|
595
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
32+ 6.05% |
$13.3K - $17.7K
|
561
$325K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
32+ 0.82% |
$13.3K - $17.7K
|
3.93K
$2.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
32+ 3.08% |
$13.3K - $17.7K
|
1.07K
$622K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
31+ 0.22% |
$12.9K - $17.1K
|
14.3K
$8.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
31+ 3.62% |
$12.9K - $17.1K
|
887
$515K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
31+ 3.38% |
$12.9K - $17.1K
|
947
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
31+ 3.02% |
$12.9K - $17.1K
|
1.06K
$613K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
30+ 2.27% |
$12.5K - $16.5K
|
1.35K
$784K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
30+ 0.59% |
$12.5K - $16.5K
|
5.14K
$2.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
30+ 3.43% |
$12.5K - $16.5K
|
905
$525K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
30+ 1.56% |
$12.5K - $16.5K
|
1.95K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
30+ 20.13% |
$12.5K - $16.5K
|
179
$104K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
30+ 13.89% |
$12.5K - $16.5K
|
246
$143K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
30+ 2.18% |
$12.5K - $16.5K
|
1.41K
$817K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
30+ 3.33% |
$12.5K - $16.5K
|
932
$541K
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
29+ 1.76% |
$12.1K - $16K
|
1.68K
$972K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
29+ 2.04% |
$12.1K - $16K
|
1.45K
$843K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
29+ 0.49% |
$12.1K - $16K
|
5.93K
$3.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
29+ 0.13% |
$12.1K - $16K
|
21.8K
$12.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
29+ 6.64% |
$12.1K - $16K
|
466
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
29+ 3.1% |
$12.1K - $16K
|
964
$559K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
28+ 2.83% |
$11.6K - $15.4K
|
1.02K
$589K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
28+ 2.97% |
$11.6K - $15.4K
|
972
$564K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
28+ 2.92% |
$11.6K - $15.4K
|
987
$573K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
27+ 0.74% |
$11.2K - $14.9K
|
3.68K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
27+ 0.12% |
$11.2K - $14.9K
|
22.8K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
27+ 0.38% |
$11.2K - $14.9K
|
7.15K
$4.15M
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
27+ 0.66% |
$11.2K - $14.9K
|
4.14K
$2.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
26+ 3.63% |
$10.8K - $14.3K
|
743
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
26+ 0.3% |
$10.8K - $14.3K
|
8.63K
$5.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
25+ 1.47% |
$10.4K - $13.8K
|
1.73K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25+ 9.73% |
$10.4K - $13.8K
|
282
$164K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
25+ 3.23% |
$10.4K - $13.8K
|
800
$464K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
25+ 2.02% |
$10.4K - $13.8K
|
1.27K
$734K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
25+ 0.37% |
$10.4K - $13.8K
|
6.75K
$3.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25+ 0.89% |
$10.4K - $13.8K
|
2.85K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
25New |
$10.4K - $13.8K
|
25
$14.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
25+ 2.72% |
$10.4K - $13.8K
|
944
$548K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
24+ 1.74% |
$9.99K - $13.2K
|
1.41K
$816K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
23+ 0.17% |
$9.57K - $12.7K
|
13.2K
$7.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
23+ 0.53% |
$9.57K - $12.7K
|
4.35K
$2.52M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
23+ 1.71% |
$9.57K - $12.7K
|
1.37K
$795K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
23+ 0.16% |
$9.57K - $12.7K
|
14.7K
$8.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
23+ 1.42% |
$9.57K - $12.7K
|
1.64K
$952K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
23+ 2.08% |
$9.57K - $12.7K
|
1.13K
$654K
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
22+ 2.86% |
$9.15K - $12.1K
|
791
$459K
|