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 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
7.93K+ 4046.94% |
$3.3M - $4.38M
|
8.13K
$4.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
190+ 1.59% |
$79.1K - $105K
|
12.1K
$6.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
325+ 3.63% |
$135K - $179K
|
9.28K
$5.16M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$832 - $1.1K
|
1.15K
$639K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.44KNew |
$597K - $792K
|
1.44K
$799K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.97K- 10.8% |
$3.32M - $4.4M
|
65.8K
$36.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-34.1K- 66.67% |
$14.2M - $18.8M
|
17.1K
$9.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2- 0.11% |
$832 - $1.1K
|
1.79K
$993K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-31- 5.04% |
$12.9K - $17.1K
|
584
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4.65K+ 59.83% |
$1.93M - $2.56M
|
12.4K
$6.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
876+ 37.37% |
$364K - $483K
|
3.22K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
3.01K+ 5.91% |
$1.25M - $1.66M
|
53.9K
$30M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.42% |
$3.74K - $4.96K
|
2.14K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.58K+ 22.37% |
$1.08M - $1.43M
|
14.1K
$7.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
691New |
$287K - $381K
|
691
$384K
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
8.9K+ 53.18% |
$3.7M - $4.91M
|
25.6K
$14.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-448- 20.35% |
$186K - $247K
|
1.75K
$976K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-15- 71.43% |
$6.24K - $8.27K
|
6
$3.34K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
572+ 26.87% |
$238K - $316K
|
2.7K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-100- 0.4% |
$41.6K - $55.2K
|
25.1K
$14M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
116+ 1.88% |
$48.3K - $64K
|
6.3K
$3.5M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
84+ 0.3% |
$34.9K - $46.3K
|
28.5K
$15.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
46+ 1.19% |
$19.1K - $25.4K
|
3.9K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-457- 2.43% |
$190K - $252K
|
18.3K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-133- 8.05% |
$55.3K - $73.4K
|
1.52K
$846K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1+ 0.04% |
$416 - $552
|
2.54K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
15.9K+ 1482.23% |
$6.63M - $8.79M
|
17K
$9.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
154+ 12.17% |
$64.1K - $85K
|
1.42K
$789K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-866- 3.94% |
$360K - $478K
|
21.1K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
193+ 1.15% |
$80.3K - $106K
|
17K
$9.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10+ 0.43% |
$4.16K - $5.52K
|
2.34K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-49.7K- 33.71% |
$20.7M - $27.4M
|
97.7K
$54.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.48% |
$4.16K - $5.52K
|
2.07K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-20.2K- 59.46% |
$8.39M - $11.1M
|
13.8K
$7.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.67K+ 43.29% |
$2.36M - $3.13M
|
18.8K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
327+ 13.36% |
$136K - $180K
|
2.77K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1K+ 1.36% |
$416K - $552K
|
74.8K
$41.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-26- 0.26% |
$10.8K - $14.3K
|
9.96K
$5.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
13.1KNew |
$5.45M - $7.23M
|
13.1K
$7.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-63- 3.07% |
$26.2K - $34.8K
|
1.99K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.03% |
$416 - $552
|
3.28K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-135- 1.71% |
$56.2K - $74.5K
|
7.75K
$4.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
19+ 0.17% |
$7.91K - $10.5K
|
11K
$6.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
701+ 11.08% |
$292K - $387K
|
7.03K
$3.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-69- 10.09% |
$28.7K - $38.1K
|
615
$342K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-796- 18.84% |
$331K - $439K
|
3.43K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
28+ 2.83% |
$11.6K - $15.4K
|
1.02K
$565K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
121+ 2.56% |
$50.3K - $66.7K
|
4.85K
$2.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.13KNew |
$471K - $624K
|
1.13K
$630K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.34K+ 9.44% |
$557K - $739K
|
15.5K
$8.63M
|