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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-483- 1.21% |
$201K - $266K
|
39.4K
$21.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
45+ 5.79% |
$18.7K - $24.8K
|
822
$457K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
65+ 4.39% |
$27K - $35.9K
|
1.55K
$861K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
400New |
$166K - $221K
|
400
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
500New |
$208K - $276K
|
500
$278K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-2- 0.16% |
$832 - $1.1K
|
1.23K
$684K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
223+ 3.88% |
$92.8K - $123K
|
5.97K
$3.32M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.48K+ 67.47% |
$616K - $817K
|
3.68K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-204- 2.92% |
$84.9K - $113K
|
6.77K
$3.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.77K+ 9.15% |
$1.15M - $1.53M
|
33K
$18.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-3- 0.05% |
$1.25K - $1.65K
|
5.46K
$3.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-24.1K- 6.3% |
$10M - $13.3M
|
358K
$199M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-10- 1.61% |
$4.16K - $5.52K
|
613
$341K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
915+ 51.67% |
$381K - $505K
|
2.69K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
442+ 4.1% |
$184K - $244K
|
11.2K
$6.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
171+ 4.59% |
$71.1K - $94.3K
|
3.9K
$2.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
78+ 11.1% |
$32.5K - $43K
|
781
$434K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
137+ 18.54% |
$57K - $75.6K
|
876
$487K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 1.17% |
$2.08K - $2.76K
|
431
$240K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
PUT |
2KNew |
$832K - $1.1M
|
2K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
75New |
$31.2K - $41.4K
|
75
$41.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.21% |
$3.33K - $4.41K
|
3.78K
$2.1M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-29- 1.69% |
$12.1K - $16K
|
1.69K
$941K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-84- 8.48% |
$34.9K - $46.3K
|
907
$505K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
36+ 3.93% |
$15K - $19.9K
|
951
$529K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
40+ 7.77% |
$16.6K - $22.1K
|
555
$309K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 0.24% |
$4.16K - $5.52K
|
4.13K
$2.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.37K- 39.65% |
$571K - $757K
|
2.09K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-3.55K- 23.1% |
$1.48M - $1.96M
|
11.8K
$6.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
710New |
$295K - $392K
|
710
$395K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
15+ 0.22% |
$6.24K - $8.27K
|
6.8K
$3.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
172+ 3.96% |
$71.6K - $94.9K
|
4.52K
$2.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
275+ 2.63% |
$114K - $152K
|
10.7K
$5.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-13.4K- 41.46% |
$5.56M - $7.38M
|
18.9K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
180+ 29.27% |
$74.9K - $99.3K
|
795
$442K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.1K+ 25.05% |
$5.86M - $7.77M
|
70.3K
$39.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
386New |
$161K - $213K
|
386
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-488- 29.68% |
$203K - $269K
|
1.16K
$643K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
415New |
$173K - $229K
|
415
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
52.8KNew |
$22M - $29.1M
|
52.8K
$29.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
449New |
$187K - $248K
|
449
$250K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-128- 5.09% |
$53.3K - $70.6K
|
2.39K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-241- 13.74% |
$100K - $133K
|
1.51K
$842K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
880+ 30.86% |
$366K - $485K
|
3.73K
$2.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
757New |
$315K - $418K
|
757
$421K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-515- 1.07% |
$214K - $284K
|
47.8K
$26.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-2.18K- 5.93% |
$906K - $1.2M
|
34.5K
$19.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.04% |
$416 - $552
|
2.57K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
3.26K+ 8.93% |
$1.36M - $1.8M
|
39.7K
$22.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3+ 0.03% |
$1.25K - $1.65K
|
10.3K
$5.73M
|