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 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.01K+ 8.33% |
$836K - $1.11M
|
26.1K
$15.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.01K+ 151.47% |
$835K - $1.11M
|
3.33K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.01K+ 27.58% |
$835K - $1.11M
|
9.28K
$5.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.99K+ 10.39% |
$828K - $1.1M
|
21.1K
$12.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.98K+ 73.7% |
$823K - $1.09M
|
4.66K
$2.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.98K+ 43.22% |
$823K - $1.09M
|
6.56K
$3.8M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.94K+ 11.45% |
$806K - $1.07M
|
18.9K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.92K+ 18.61% |
$800K - $1.06M
|
12.3K
$7.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 3.74% |
$798K - $1.06M
|
53.2K
$30.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.92K+ 23.96% |
$798K - $1.06M
|
9.92K
$5.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.91K+ 32.81% |
$796K - $1.05M
|
7.74K
$4.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
1.89K+ 4.36% |
$786K - $1.04M
|
45.2K
$26.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.89K+ 5.94% |
$786K - $1.04M
|
33.7K
$19.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.88K+ 12.69% |
$781K - $1.04M
|
16.7K
$9.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.87K+ 9.62% |
$776K - $1.03M
|
21.3K
$12.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.86KNew |
$775K - $1.03M
|
1.86K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.83K+ 6.36% |
$761K - $1.01M
|
30.6K
$17.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.83K+ 13.3% |
$761K - $1.01M
|
15.6K
$9.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.82KNew |
$759K - $1.01M
|
1.82K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.81K+ 5.17% |
$753K - $998K
|
36.8K
$21.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.8KNew |
$751K - $995K
|
1.8K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
1.8K+ 4.8% |
$748K - $992K
|
39.3K
$22.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 17.48% |
$746K - $989K
|
12K
$6.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.78K+ 7.75% |
$741K - $983K
|
24.8K
$14.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.78K+ 9.93% |
$741K - $982K
|
19.7K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
1.78K+ 6.34% |
$741K - $982K
|
29.9K
$17.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.78KNew |
$740K - $981K
|
1.78K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.78K+ 6.46% |
$739K - $980K
|
29.3K
$17M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.73K+ 2.13% |
$721K - $957K
|
83.2K
$48.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.73KNew |
$721K - $956K
|
1.73K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
1.72KNew |
$714K - $947K
|
1.72K
$996K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.67K+ 10.8% |
$693K - $919K
|
17.1K
$9.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
1.65KNew |
$687K - $911K
|
1.65K
$958K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.65K+ 4.15% |
$686K - $910K
|
41.4K
$24M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.64K+ 44.39% |
$683K - $905K
|
5.34K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.64K+ 6.44% |
$682K - $905K
|
27.1K
$15.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.63K+ 4.35% |
$677K - $897K
|
39K
$22.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.61K+ 7.02% |
$668K - $886K
|
24.5K
$14.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.59K+ 4.02% |
$660K - $875K
|
41.1K
$23.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.58K+ 5.61% |
$659K - $874K
|
29.8K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.58K+ 8.76% |
$659K - $874K
|
19.7K
$11.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 23.25% |
$651K - $863K
|
8.29K
$4.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.56K+ 0.8% |
$651K - $863K
|
198K
$115M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.55K+ 37.89% |
$645K - $856K
|
5.64K
$3.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.54K+ 5.66% |
$642K - $851K
|
28.8K
$16.7M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.54K+ 126.65% |
$639K - $847K
|
2.75K
$1.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.53K+ 7.1% |
$638K - $846K
|
23.1K
$13.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.52K+ 38.86% |
$631K - $837K
|
5.42K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.5KNew |
$626K - $830K
|
1.5K
$872K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
1.5K+ 5.78% |
$625K - $828K
|
27.5K
$15.9M
|