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 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
4+ 0.55% |
$1.66K - $2.21K
|
736
$427K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
4+ 0.56% |
$1.66K - $2.21K
|
720
$418K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4+ 0.37% |
$1.66K - $2.21K
|
1.09K
$635K
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4+ 0.78% |
$1.66K - $2.21K
|
516
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
4+ 0.23% |
$1.66K - $2.21K
|
1.77K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4+ 0.31% |
$1.66K - $2.21K
|
1.29K
$747K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4New |
$1.66K - $2.21K
|
4
$2.32K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
4+ 0.13% |
$1.66K - $2.21K
|
2.99K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4New |
$1.66K - $2.21K
|
4
$2.32K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4+ 0.19% |
$1.66K - $2.21K
|
2.16K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
3+ 0.3% |
$1.25K - $1.65K
|
1.01K
$586K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.04% |
$1.25K - $1.65K
|
7.19K
$4.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3+ 0.03% |
$1.25K - $1.65K
|
10.3K
$5.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 0.41% |
$1.25K - $1.65K
|
727
$422K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
3+ 0.33% |
$1.25K - $1.65K
|
922
$535K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
3+ 0.07% |
$1.25K - $1.65K
|
4.18K
$2.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3+ 0.26% |
$1.25K - $1.65K
|
1.18K
$684K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3+ 0.41% |
$1.25K - $1.65K
|
735
$426K
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
BUY
|
- |
3+ 0.5% |
$1.25K - $1.65K
|
598
$347K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
3+ 0.03% |
$1.25K - $1.65K
|
8.79K
$5.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$1.25K - $1.65K
|
7.1K
$4.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3+ 0.1% |
$1.25K - $1.65K
|
3K
$1.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2+ 0.49% |
$832 - $1.1K
|
414
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
2+ 0.01% |
$832 - $1.1K
|
21.4K
$12.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
2+ 0.15% |
$832 - $1.1K
|
1.34K
$778K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.21% |
$832 - $1.1K
|
952
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$832 - $1.1K
|
1.15K
$666K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.05% |
$832 - $1.1K
|
3.82K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2+ 0.26% |
$832 - $1.1K
|
760
$441K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2+ 0.27% |
$832 - $1.1K
|
753
$437K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2+ 0.13% |
$832 - $1.1K
|
1.57K
$910K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$832 - $1.1K
|
2.46K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2+ 0.16% |
$832 - $1.1K
|
1.24K
$716K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
2+ 0.1% |
$832 - $1.1K
|
1.92K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
2+ 0.16% |
$832 - $1.1K
|
1.22K
$709K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.14% |
$832 - $1.1K
|
1.45K
$842K
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
2+ 0.15% |
$832 - $1.1K
|
1.33K
$769K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2+ 0.46% |
$832 - $1.1K
|
435
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 0.1% |
$832 - $1.1K
|
2.09K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
2+ 0.07% |
$832 - $1.1K
|
2.71K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$832 - $1.1K
|
3.49K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2New |
$832 - $1.1K
|
2
$1.16K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.24% |
$832 - $1.1K
|
836
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2+ 0.02% |
$832 - $1.1K
|
9.16K
$5.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.21% |
$832 - $1.1K
|
933
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.34% |
$832 - $1.1K
|
589
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2+ 0.13% |
$832 - $1.1K
|
1.59K
$922K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$832 - $1.1K
|
6.68K
$3.87M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.12% |
$416 - $552
|
804
$466K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.13% |
$416 - $552
|
774
$449K
|