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 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
5.68KNew |
$2.36M - $3.13M
|
5.68K
$3.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.67K+ 43.29% |
$2.36M - $3.13M
|
18.8K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.66K+ 51.62% |
$2.35M - $3.12M
|
16.6K
$9.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.59K+ 3.89% |
$2.33M - $3.09M
|
149K
$86.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
5.56K+ 33.39% |
$2.31M - $3.07M
|
22.2K
$12.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
5.54KNew |
$2.3M - $3.05M
|
5.54K
$3.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.5K+ 1.97% |
$2.29M - $3.04M
|
284K
$165M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.33K+ 3.03% |
$2.22M - $2.94M
|
181K
$105M
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
5.3K+ 30.64% |
$2.21M - $2.92M
|
22.6K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5.12K+ 590.21% |
$2.13M - $2.83M
|
5.99K
$3.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.12K+ 29.04% |
$2.13M - $2.82M
|
22.7K
$13.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.1K+ 8.38% |
$2.12M - $2.82M
|
66K
$38.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.93K+ 13.46% |
$2.05M - $2.72M
|
41.6K
$24.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
4.89KNew |
$2.03M - $2.7M
|
4.89K
$2.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
4.86K+ 11.54% |
$2.02M - $2.68M
|
47K
$27.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
4.86KNew |
$2.02M - $2.68M
|
4.86K
$2.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.71K+ 9.75% |
$1.96M - $2.6M
|
53K
$30.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
4.71KNew |
$1.96M - $2.6M
|
4.71K
$2.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
4.69K+ 4.79% |
$1.95M - $2.59M
|
103K
$59.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
4.69K+ 52.88% |
$1.95M - $2.59M
|
13.6K
$7.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
4.65K+ 11.4% |
$1.93M - $2.57M
|
45.4K
$26.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4.65K+ 59.83% |
$1.93M - $2.56M
|
12.4K
$7.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
4.62K+ 3.3% |
$1.92M - $2.55M
|
144K
$83.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.59K+ 12.59% |
$1.91M - $2.53M
|
41.1K
$23.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
4.54K+ 7.49% |
$1.89M - $2.5M
|
65.1K
$37.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.52K+ 0.69% |
$1.88M - $2.5M
|
656K
$380M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.46K+ 11.28% |
$1.86M - $2.46M
|
44K
$25.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
4.46K+ 222.23% |
$1.85M - $2.46M
|
6.46K
$3.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
4.41K+ 13.02% |
$1.84M - $2.43M
|
38.3K
$22.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.34K+ 1.68% |
$1.8M - $2.39M
|
262K
$152M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
4.28K+ 240.71% |
$1.78M - $2.36M
|
6.05K
$3.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
4.27KNew |
$1.78M - $2.35M
|
4.27K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.26K+ 107.65% |
$1.77M - $2.35M
|
8.22K
$4.77M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.26K+ 20.52% |
$1.77M - $2.35M
|
25K
$14.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
4.25K+ 26.99% |
$1.77M - $2.35M
|
20K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.23K+ 37.99% |
$1.76M - $2.33M
|
15.3K
$8.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
4.16K+ 10.01% |
$1.73M - $2.3M
|
45.7K
$26.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.16K+ 234.82% |
$1.73M - $2.3M
|
5.93K
$3.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.16K+ 24.46% |
$1.73M - $2.29M
|
21.1K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.15K+ 49.59% |
$1.73M - $2.29M
|
12.5K
$7.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.12K+ 6.17% |
$1.72M - $2.27M
|
71K
$41.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.12K+ 6.17% |
$1.71M - $2.27M
|
70.9K
$41.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4.1K+ 31.0% |
$1.71M - $2.26M
|
17.3K
$10M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.04K+ 34.3% |
$1.68M - $2.23M
|
15.8K
$9.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
4.03K+ 18.05% |
$1.68M - $2.22M
|
26.3K
$15.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
3.95K+ 4.27% |
$1.65M - $2.18M
|
96.6K
$56M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.87K+ 6.24% |
$1.61M - $2.13M
|
65.9K
$38.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.86KNew |
$1.6M - $2.13M
|
3.86K
$2.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.79K+ 33.33% |
$1.58M - $2.09M
|
15.2K
$8.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.78K+ 2.38% |
$1.57M - $2.08M
|
162K
$94M
|