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 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10+ 1.99% |
$4.16K - $5.52K
|
513
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10+ 0.43% |
$4.16K - $5.52K
|
2.34K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 0.24% |
$4.16K - $5.52K
|
4.13K
$2.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
10+ 0.59% |
$4.16K - $5.52K
|
1.7K
$988K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
10+ 0.59% |
$4.16K - $5.52K
|
1.7K
$984K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
10+ 1.6% |
$4.16K - $5.52K
|
634
$368K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
10+ 0.57% |
$4.16K - $5.52K
|
1.77K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
10+ 0.05% |
$4.16K - $5.52K
|
18.6K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
10+ 0.57% |
$4.16K - $5.52K
|
1.77K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
10+ 12.05% |
$4.16K - $5.52K
|
93
$53.9K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
10+ 0.86% |
$4.16K - $5.52K
|
1.17K
$680K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.42% |
$3.74K - $4.96K
|
2.14K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
9+ 1.27% |
$3.74K - $4.96K
|
717
$416K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9+ 0.38% |
$3.74K - $4.96K
|
2.37K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
9+ 0.1% |
$3.74K - $4.96K
|
8.82K
$5.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.21% |
$3.33K - $4.41K
|
3.78K
$2.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
8+ 0.69% |
$3.33K - $4.41K
|
1.17K
$679K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8+ 0.2% |
$3.33K - $4.41K
|
4K
$2.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
8+ 0.3% |
$3.33K - $4.41K
|
2.63K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8+ 0.28% |
$3.33K - $4.41K
|
2.87K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
8+ 0.08% |
$3.33K - $4.41K
|
9.78K
$5.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
8+ 0.19% |
$3.33K - $4.41K
|
4.19K
$2.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
8+ 0.38% |
$3.33K - $4.41K
|
2.09K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8+ 0.26% |
$3.33K - $4.41K
|
3.06K
$1.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
8+ 16.0% |
$3.33K - $4.41K
|
58
$33.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 0.75% |
$3.33K - $4.41K
|
1.08K
$626K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
8+ 0.09% |
$3.33K - $4.41K
|
8.69K
$5.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
7+ 0.35% |
$2.91K - $3.86K
|
2.02K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
7+ 1.11% |
$2.91K - $3.86K
|
638
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7+ 0.43% |
$2.91K - $3.86K
|
1.63K
$947K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
7+ 0.47% |
$2.91K - $3.86K
|
1.49K
$864K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6New |
$2.5K - $3.31K
|
6
$3.48K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6+ 0.58% |
$2.5K - $3.31K
|
1.03K
$599K
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
6+ 0.44% |
$2.5K - $3.31K
|
1.36K
$786K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6+ 0.61% |
$2.5K - $3.31K
|
997
$578K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6+ 0.43% |
$2.5K - $3.31K
|
1.4K
$809K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
5+ 1.83% |
$2.08K - $2.76K
|
278
$161K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 1.17% |
$2.08K - $2.76K
|
431
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.35% |
$2.08K - $2.76K
|
1.45K
$842K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5+ 0.11% |
$2.08K - $2.76K
|
4.52K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
5+ 0.15% |
$2.08K - $2.76K
|
3.29K
$1.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
5+ 0.59% |
$2.08K - $2.76K
|
857
$497K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
5+ 0.85% |
$2.08K - $2.76K
|
595
$345K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$2.08K - $2.76K
|
9.39K
$5.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5+ 0.46% |
$2.08K - $2.76K
|
1.1K
$636K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.39% |
$2.08K - $2.76K
|
1.3K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
5+ 0.16% |
$2.08K - $2.76K
|
3.16K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
5+ 0.09% |
$2.08K - $2.76K
|
5.38K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.91% |
$2.08K - $2.76K
|
554
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
5+ 1.98% |
$2.08K - $2.76K
|
257
$149K
|