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 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
402New |
$167K - $222K
|
402
$224K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
152+ 12.14% |
$63.2K - $83.8K
|
1.4K
$781K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-501- 1.1% |
$208K - $276K
|
45.1K
$25.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
279+ 2.0% |
$116K - $154K
|
14.2K
$7.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
57+ 0.71% |
$23.7K - $31.4K
|
8.03K
$4.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-660- 1.66% |
$275K - $364K
|
39K
$21.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.08% |
$14.1K - $18.8K
|
43K
$23.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
581+ 9.9% |
$242K - $321K
|
6.45K
$3.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
826+ 35.82% |
$344K - $456K
|
3.13K
$1.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5- 0.6% |
$2.08K - $2.76K
|
835
$464K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-40- 2.26% |
$16.6K - $22.1K
|
1.73K
$964K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-261- 1.81% |
$109K - $144K
|
14.1K
$7.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
71.8K+ 606.37% |
$29.9M - $39.6M
|
83.6K
$46.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
326+ 4.27% |
$136K - $180K
|
7.97K
$4.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-222- 5.43% |
$92.4K - $122K
|
3.87K
$2.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-150- 3.06% |
$62.4K - $82.7K
|
4.75K
$2.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
375+ 23.78% |
$156K - $207K
|
1.95K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-101- 0.87% |
$42K - $55.7K
|
11.4K
$6.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-16- 0.4% |
$6.66K - $8.83K
|
4K
$2.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
876+ 18.69% |
$364K - $483K
|
5.56K
$3.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
185+ 39.53% |
$77K - $102K
|
653
$363K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-257- 1.04% |
$107K - $142K
|
24.4K
$13.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
509+ 60.96% |
$212K - $281K
|
1.34K
$748K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
784+ 26.84% |
$326K - $432K
|
3.71K
$2.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-14- 0.65% |
$5.82K - $7.72K
|
2.15K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
899+ 130.67% |
$374K - $496K
|
1.59K
$883K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
231+ 31.56% |
$96.1K - $127K
|
963
$536K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.24K+ 15.57% |
$1.35M - $1.78M
|
24K
$13.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-319- 1.5% |
$133K - $176K
|
20.9K
$11.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
SELL
|
- |
-894- 5.43% |
$372K - $493K
|
15.6K
$8.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.19K- 16.04% |
$493K - $654K
|
6.2K
$3.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-424- 16.28% |
$176K - $234K
|
2.18K
$1.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-43- 5.18% |
$17.9K - $23.7K
|
787
$438K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
770+ 4.48% |
$320K - $425K
|
18K
$9.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-84- 0.19% |
$34.9K - $46.3K
|
44.5K
$24.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
155+ 10.22% |
$64.5K - $85.5K
|
1.67K
$930K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
98+ 0.21% |
$40.8K - $54.1K
|
47K
$26.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10+ 1.99% |
$4.16K - $5.52K
|
513
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-355- 6.5% |
$148K - $196K
|
5.11K
$2.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-62- 9.57% |
$25.8K - $34.2K
|
586
$326K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-182- 3.16% |
$75.7K - $100K
|
5.57K
$3.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-10- 0.74% |
$4.16K - $5.52K
|
1.35K
$750K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.53% |
$44.9K - $59.6K
|
20.7K
$11.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-2- 0.24% |
$832 - $1.1K
|
815
$453K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-348- 0.99% |
$145K - $192K
|
34.7K
$19.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
PUT |
300+ 4.48% |
$125K - $165K
|
7K
$3.89M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-47- 5.29% |
$19.6K - $25.9K
|
842
$468K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-3.32K- 15.16% |
$1.38M - $1.83M
|
18.6K
$10.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-8- 0.36% |
$3.33K - $4.41K
|
2.22K
$1.23M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
41+ 2.21% |
$17.1K - $22.6K
|
1.9K
$1.06M
|