Latest Institutional Transactions on Invesco Qqq Trust, Series 1 (QQQ)
This table provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.99K- 3.91% |
$1.17M - $1.27M
|
48.9K
$29.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-11.1K- 22.62% |
$6.54M - $7.05M
|
37.9K
$22.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.03K+ 7.4% |
$610K - $657K
|
15K
$9.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-12.6K- 95.37% |
$7.4M - $7.98M
|
609
$368K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
23.5K+ 19.66% |
$13.9M - $15M
|
143K
$86.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-20- 1.56% |
$11.8K - $12.7K
|
1.26K
$762K
|
|
|
Jan 16, 2026
Q4 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-17- 0.44% |
$10K - $10.8K
|
3.85K
$2.32M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-54- 6.63% |
$31.8K - $34.3K
|
761
$459K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
SELL
|
- |
-174- 18.3% |
$103K - $111K
|
777
$469K
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
776+ 7.44% |
$457K - $493K
|
11.2K
$6.77M
|
|
|
Jan 16, 2026
Q4 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1- 0.07% |
$590 - $636
|
1.45K
$876K
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-29- 0.99% |
$17.1K - $18.4K
|
2.91K
$1.76M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
101+ 7.68% |
$59.5K - $64.2K
|
1.42K
$855K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 0.02% |
$1.18K - $1.27K
|
10.7K
$6.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
340+ 42.45% |
$200K - $216K
|
1.14K
$689K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
180+ 1.57% |
$106K - $114K
|
11.7K
$7.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-271- 14.0% |
$160K - $172K
|
1.67K
$1.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
78+ 0.94% |
$46K - $49.6K
|
8.34K
$5.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
367+ 229.38% |
$216K - $233K
|
527
$318K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.85K+ 24.76% |
$1.09M - $1.17M
|
9.3K
$5.61M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-80- 0.26% |
$47.2K - $50.9K
|
31.1K
$18.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
20+ 0.1% |
$11.8K - $12.7K
|
21K
$12.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
688+ 18.03% |
$406K - $437K
|
4.5K
$2.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
24.4K+ 422.72% |
$14.4M - $15.5M
|
30.2K
$18.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
52+ 1.91% |
$30.7K - $33.1K
|
2.77K
$1.67M
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
95+ 1.1% |
$56K - $60.4K
|
8.76K
$5.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.04K- 9.44% |
$612K - $661K
|
9.97K
$6.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
558+ 2.17% |
$329K - $355K
|
26.2K
$15.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.22K+ 4.18% |
$719K - $776K
|
30.4K
$18.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9+ 1.08% |
$5.31K - $5.72K
|
839
$506K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-15- 0.12% |
$8.84K - $9.54K
|
12.1K
$7.32M
|
|
|
Jan 16, 2026
Q4 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-9- 0.78% |
$5.31K - $5.72K
|
1.15K
$692K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
5.15KNew |
$3.03M - $3.27M
|
5.15K
$3.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-748- 19.34% |
$441K - $476K
|
3.12K
$1.88M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-333- 18.24% |
$196K - $212K
|
1.49K
$901K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.37% |
$4.13K - $4.45K
|
1.9K
$1.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-318- 8.22% |
$187K - $202K
|
3.55K
$2.14M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-61- 6.57% |
$36K - $38.8K
|
867
$523K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-174- 2.25% |
$103K - $111K
|
7.55K
$4.55M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.22% |
$590 - $636
|
452
$273K
|
|
|
Jan 16, 2026
Q4 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-572- 4.45% |
$337K - $364K
|
12.3K
$7.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
9.5K+ 53.67% |
$5.6M - $6.04M
|
27.2K
$16.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Blossom Wealth Management
|
BUY
|
- |
85+ 21.25% |
$50.1K - $54K
|
485
$293K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-140- 0.96% |
$82.5K - $89K
|
14.4K
$8.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
1.57K+ 42.63% |
$924K - $996K
|
5.24K
$3.16M
|
|
|
Jan 16, 2026
Q4 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-232- 1.8% |
$137K - $147K
|
12.7K
$7.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
295+ 11.56% |
$174K - $188K
|
2.85K
$1.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.74K+ 9.4% |
$1.03M - $1.11M
|
20.3K
$12.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-654- 3.26% |
$386K - $416K
|
19.4K
$11.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
17+ 2.16% |
$10K - $10.8K
|
805
$486K
|
|