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
|
Independent Advisor Alliance
|
SELL
|
- |
-177- 1.84% |
$73.6K - $97.6K
|
9.46K
$5.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-178- 14.38% |
$74.1K - $98.2K
|
1.06K
$615K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-178- 14.93% |
$74.1K - $98.2K
|
1.01K
$588K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-179- 1.52% |
$74.5K - $98.7K
|
11.6K
$6.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-179- 4.45% |
$74.5K - $98.7K
|
3.84K
$2.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-180- 3.36% |
$74.9K - $99.3K
|
5.18K
$3M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-180- 33.03% |
$74.9K - $99.3K
|
365
$212K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-182- 3.16% |
$75.7K - $100K
|
5.57K
$3.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-182- 20.87% |
$75.7K - $100K
|
690
$400K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-183- 2.99% |
$76.1K - $101K
|
5.94K
$3.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-183- 0.62% |
$76.1K - $101K
|
29.2K
$16.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-183- 6.03% |
$76.1K - $101K
|
2.85K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-186- 9.77% |
$77.4K - $103K
|
1.72K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-188- 4.89% |
$78.2K - $104K
|
3.65K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-191- 7.44% |
$79.5K - $105K
|
2.38K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-191- 19.29% |
$79.5K - $105K
|
799
$463K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-193- 1.89% |
$80.3K - $106K
|
10K
$5.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-193- 7.83% |
$80.3K - $106K
|
2.27K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-194- 7.47% |
$80.7K - $107K
|
2.4K
$1.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-194- 0.65% |
$80.7K - $107K
|
29.9K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-195- 4.57% |
$81.1K - $108K
|
4.07K
$2.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-196- 0.75% |
$81.5K - $108K
|
25.8K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-196- 3.83% |
$81.5K - $108K
|
4.93K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-197- 1.69% |
$82K - $109K
|
11.4K
$6.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-200- 15.67% |
$83.2K - $110K
|
1.08K
$624K
|
|
|
Aug 13, 2025
Q2 2025
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-200- 5.41% |
$83.2K - $110K
|
3.5K
$2.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-201- 2.34% |
$83.6K - $111K
|
8.4K
$4.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-201- 11.72% |
$83.6K - $111K
|
1.51K
$878K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-203- 0.67% |
$84.5K - $112K
|
30.2K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-203- 5.21% |
$84.5K - $112K
|
3.69K
$2.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-204- 2.92% |
$84.9K - $113K
|
6.77K
$3.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-207- 0.17% |
$86.1K - $114K
|
125K
$72.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-210- 0.49% |
$87.4K - $116K
|
42.7K
$24.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-211- 2.43% |
$87.8K - $116K
|
8.47K
$4.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-213- 0.4% |
$88.6K - $117K
|
52.5K
$30.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-213- 2.44% |
$88.6K - $117K
|
8.5K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-213- 0.65% |
$88.6K - $117K
|
32.7K
$19M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-215- 1.66% |
$89.5K - $119K
|
12.7K
$7.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-216- 1.64% |
$89.9K - $119K
|
13K
$7.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-217- 17.66% |
$90.3K - $120K
|
1.01K
$587K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-217- 2.25% |
$90.3K - $120K
|
9.44K
$5.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-217- 5.25% |
$90.3K - $120K
|
3.92K
$2.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-218- 8.11% |
$90.7K - $120K
|
2.47K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-220- 6.95% |
$91.5K - $121K
|
2.95K
$1.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-220- 1.51% |
$91.5K - $121K
|
14.4K
$8.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-222- 5.43% |
$92.4K - $122K
|
3.87K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-222- 0.71% |
$92.4K - $122K
|
30.9K
$17.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-227- 1.49% |
$94.4K - $125K
|
15.1K
$8.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-228- 6.4% |
$94.9K - $126K
|
3.33K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-229- 2.54% |
$95.3K - $126K
|
8.78K
$5.1M
|