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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
12.3K+ 3.02% |
$5.14M - $6.81M
|
422K
$245M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
12.3K+ 840.45% |
$5.11M - $6.77M
|
13.7K
$7.97M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
12.3K+ 3.57% |
$5.11M - $6.77M
|
356K
$206M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
12.2KNew |
$5.06M - $6.71M
|
12.2K
$7.05M
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
12.1KNew |
$5.04M - $6.69M
|
12.1K
$7.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
12.1KNew |
$5.03M - $6.67M
|
12.1K
$7.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
12K+ 609.41% |
$5.01M - $6.64M
|
14K
$8.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
12K+ 7.54% |
$5M - $6.63M
|
171K
$99.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
12K+ 1.62% |
$4.98M - $6.6M
|
748K
$434M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11.7K+ 38.55% |
$4.89M - $6.48M
|
42.2K
$24.5M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.6K+ 69.67% |
$4.84M - $6.41M
|
28.3K
$16.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
11.6KNew |
$4.83M - $6.41M
|
11.6K
$6.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
11.4K+ 30.99% |
$4.74M - $6.28M
|
48.1K
$27.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
11.3K+ 16.85% |
$4.72M - $6.26M
|
78.6K
$45.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.3K+ 2.29% |
$4.7M - $6.23M
|
504K
$293M
|
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
11.2K+ 27.14% |
$4.67M - $6.19M
|
52.6K
$30.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11K+ 6.49% |
$4.59M - $6.09M
|
181K
$105M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
11K+ 8.03% |
$4.58M - $6.07M
|
148K
$85.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11K+ 24.46% |
$4.57M - $6.06M
|
55.8K
$32.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
11K+ 2.39% |
$4.56M - $6.05M
|
469K
$272M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11K+ 12.44% |
$4.56M - $6.05M
|
99.2K
$57.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
10.8K+ 358666.66% |
$4.48M - $5.94M
|
10.8K
$6.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
10.7K+ 699.22% |
$4.47M - $5.92M
|
12.3K
$7.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10.7K+ 74.39% |
$4.46M - $5.92M
|
25.2K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.7K+ 8.41% |
$4.45M - $5.9M
|
138K
$80M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
10.7K+ 986.43% |
$4.44M - $5.89M
|
11.8K
$6.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$4.44M - $5.89M
|
10.7K
$6.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.6K+ 7.21% |
$4.42M - $5.85M
|
158K
$91.5M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
10.3K+ 5.73% |
$4.3M - $5.7M
|
191K
$111M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
10.3KNew |
$4.29M - $5.69M
|
10.3K
$5.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
10.3K+ 391.23% |
$4.27M - $5.66M
|
12.9K
$7.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
10.2K+ 14.32% |
$4.23M - $5.61M
|
81.2K
$47.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
10.1KNew |
$4.2M - $5.57M
|
10.1K
$5.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
10K+ 178.25% |
$4.16M - $5.52M
|
15.6K
$9.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.82K+ 127.43% |
$4.08M - $5.41M
|
17.5K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
9.72KNew |
$4.04M - $5.36M
|
9.72K
$5.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.72K+ 124.85% |
$4.04M - $5.36M
|
17.5K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.34K+ 29.73% |
$3.89M - $5.15M
|
40.8K
$23.6M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.31K+ 103.35% |
$3.87M - $5.14M
|
18.3K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
9.29K+ 66.99% |
$3.86M - $5.12M
|
23.2K
$13.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
9.28K+ 71.35% |
$3.86M - $5.12M
|
22.3K
$12.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
9.07KNew |
$3.77M - $5M
|
9.07K
$5.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
8.98K+ 10.15% |
$3.73M - $4.95M
|
97.4K
$56.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
8.94K+ 8.64% |
$3.72M - $4.93M
|
112K
$65.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
8.9K+ 53.18% |
$3.7M - $4.91M
|
25.6K
$14.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
8.89K+ 11.56% |
$3.7M - $4.9M
|
85.8K
$49.7M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
8.83K+ 235.46% |
$3.67M - $4.87M
|
12.6K
$7.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.82K+ 14.36% |
$3.67M - $4.87M
|
70.3K
$40.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.82KNew |
$3.67M - $4.86M
|
8.82K
$5.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.79K+ 141.53% |
$3.66M - $4.85M
|
15K
$8.7M
|