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 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
22New |
$9.15K - $12.1K
|
22
$12.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
22+ 0.67% |
$9.15K - $12.1K
|
3.3K
$1.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
22+ 5.01% |
$9.15K - $12.1K
|
461
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22New |
$9.15K - $12.1K
|
22
$12.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
21+ 1.74% |
$8.74K - $11.6K
|
1.23K
$713K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
21+ 1.96% |
$8.74K - $11.6K
|
1.09K
$634K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
21+ 2.3% |
$8.74K - $11.6K
|
936
$543K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
20+ 4.25% |
$8.32K - $11K
|
491
$285K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 14.93% |
$8.32K - $11K
|
154
$89.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.35% |
$8.32K - $11K
|
5.73K
$3.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
20+ 0.56% |
$8.32K - $11K
|
3.56K
$2.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
20+ 3.06% |
$8.32K - $11K
|
674
$391K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20+ 5.38% |
$8.32K - $11K
|
392
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
19+ 0.17% |
$7.91K - $10.5K
|
11K
$6.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
19New |
$7.91K - $10.5K
|
19
$11K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
18+ 0.9% |
$7.49K - $9.93K
|
2.01K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
17+ 0.68% |
$7.07K - $9.38K
|
2.5K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
17+ 3.3% |
$7.07K - $9.38K
|
532
$309K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
17+ 0.51% |
$7.07K - $9.38K
|
3.37K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
17+ 0.52% |
$7.07K - $9.38K
|
3.28K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
16+ 0.15% |
$6.66K - $8.83K
|
11K
$6.37M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
16+ 2.91% |
$6.66K - $8.83K
|
565
$328K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
16+ 0.92% |
$6.66K - $8.83K
|
1.76K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
16+ 2.31% |
$6.66K - $8.83K
|
708
$411K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
15+ 0.22% |
$6.24K - $8.27K
|
6.8K
$3.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
15+ 0.2% |
$6.24K - $8.27K
|
7.64K
$4.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
15+ 0.42% |
$6.24K - $8.27K
|
3.63K
$2.1M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.6% |
$6.24K - $8.27K
|
2.5K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
14+ 0.36% |
$5.82K - $7.72K
|
3.94K
$2.29M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
14+ 0.29% |
$5.82K - $7.72K
|
4.82K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14+ 0.16% |
$5.82K - $7.72K
|
8.51K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
14+ 0.47% |
$5.82K - $7.72K
|
2.99K
$1.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 0.43% |
$5.41K - $7.17K
|
3.04K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
13+ 0.31% |
$5.41K - $7.17K
|
4.26K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
13+ 1.19% |
$5.41K - $7.17K
|
1.1K
$639K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.47% |
$5.41K - $7.17K
|
2.8K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
13+ 0.23% |
$5.41K - $7.17K
|
5.75K
$3.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
12+ 1.51% |
$4.99K - $6.62K
|
806
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
12+ 1.21% |
$4.99K - $6.62K
|
1K
$581K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
12+ 4.14% |
$4.99K - $6.62K
|
302
$175K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
12+ 0.33% |
$4.99K - $6.62K
|
3.61K
$2.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
12+ 0.49% |
$4.99K - $6.62K
|
2.45K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
12+ 0.31% |
$4.99K - $6.62K
|
3.83K
$2.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
12New |
$4.99K - $6.62K
|
12
$6.96K
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
12+ 0.25% |
$4.99K - $6.62K
|
4.84K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
12+ 0.16% |
$4.99K - $6.62K
|
7.37K
$4.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
11+ 7.64% |
$4.58K - $6.07K
|
155
$89.9K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11+ 0.78% |
$4.58K - $6.07K
|
1.42K
$825K
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
11+ 1.44% |
$4.58K - $6.07K
|
776
$450K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
11+ 0.27% |
$4.58K - $6.07K
|
4.1K
$2.38M
|