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 13, 2025
Q2 2025
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-514- 19.19% |
$214K - $284K
|
2.16K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-515- 1.07% |
$214K - $284K
|
47.8K
$27.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-515- 1.4% |
$214K - $284K
|
36.3K
$21.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-515- 7.89% |
$214K - $284K
|
6.02K
$3.49M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-516- 3.85% |
$215K - $285K
|
12.9K
$7.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-520- 8.14% |
$216K - $287K
|
5.87K
$3.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-534- 10.57% |
$222K - $295K
|
4.52K
$2.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-534- 11.25% |
$222K - $295K
|
4.21K
$2.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-537- 1.58% |
$223K - $296K
|
33.5K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-541- 21.6% |
$225K - $298K
|
1.96K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-543- 12.82% |
$226K - $300K
|
3.69K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-547- 1.03% |
$228K - $302K
|
52.6K
$30.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-550- 32.07% |
$229K - $303K
|
1.17K
$676K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-553- 2.12% |
$230K - $305K
|
25.5K
$14.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-554- 25.74% |
$230K - $306K
|
1.6K
$927K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-557- 6.89% |
$232K - $307K
|
7.53K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-564- 34.24% |
$235K - $311K
|
1.08K
$628K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-566- 4.01% |
$235K - $312K
|
13.5K
$7.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-568- 22.58% |
$236K - $313K
|
1.95K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-573- 9.27% |
$238K - $316K
|
5.61K
$3.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-573- 3.79% |
$238K - $316K
|
14.5K
$8.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-575- 8.76% |
$239K - $317K
|
5.99K
$3.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-577- 12.69% |
$240K - $318K
|
3.97K
$2.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-579- 50.52% |
$241K - $319K
|
567
$329K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-588- 14.59% |
$245K - $324K
|
3.44K
$2M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-588- 25.29% |
$245K - $324K
|
1.74K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-595- 5.88% |
$248K - $328K
|
9.52K
$5.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-596- 8.63% |
$248K - $329K
|
6.31K
$3.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-597- 47.91% |
$248K - $329K
|
649
$376K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-597- 1.76% |
$248K - $329K
|
33.3K
$19.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-598- 7.46% |
$249K - $330K
|
7.42K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-600- 0.94% |
$250K - $331K
|
63.1K
$36.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-602- 17.88% |
$250K - $332K
|
2.77K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-604- 11.68% |
$251K - $333K
|
4.57K
$2.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-605- 4.03% |
$252K - $334K
|
14.4K
$8.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-610- 8.33% |
$254K - $337K
|
6.72K
$3.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-611- 11.04% |
$254K - $337K
|
4.92K
$2.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-614- 5.23% |
$255K - $339K
|
11.1K
$6.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-616- 5.18% |
$256K - $340K
|
11.3K
$6.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-617- 2.36% |
$257K - $340K
|
25.5K
$14.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-625- 12.67% |
$260K - $345K
|
4.31K
$2.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-630- 17.09% |
$262K - $348K
|
3.06K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-631- 1.81% |
$263K - $348K
|
34.2K
$19.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-633- 23.63% |
$263K - $349K
|
2.05K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-634- 11.28% |
$264K - $350K
|
4.99K
$2.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-639- 15.08% |
$266K - $352K
|
3.6K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-646- 0.72% |
$269K - $356K
|
89.2K
$51.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-647- 11.56% |
$269K - $357K
|
4.95K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-650- 0.77% |
$270K - $359K
|
83.7K
$48.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-650- 72.22% |
$270K - $359K
|
250
$145K
|