Latest Institutional Purchases of Invesco Qqq Trust, Series 1 (QQQ)
This list provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
12+ 4.14% |
$4.99K - $6.62K
|
302
$170K
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
12+ 1.21% |
$4.99K - $6.62K
|
1K
$565K
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
12+ 1.51% |
$4.99K - $6.62K
|
806
$455K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
11+ 7.64% |
$4.58K - $6.07K
|
155
$87.4K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 0.24% |
$4.16K - $5.52K
|
4.13K
$2.33M
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10+ 0.43% |
$4.16K - $5.52K
|
2.34K
$1.32M
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10+ 1.99% |
$4.16K - $5.52K
|
513
$289K
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
9+ 1.27% |
$3.74K - $4.96K
|
717
$405K
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.42% |
$3.74K - $4.96K
|
2.14K
$1.21M
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
8+ 0.69% |
$3.33K - $4.41K
|
1.17K
$661K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8+ 0.2% |
$3.33K - $4.41K
|
4K
$2.26M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.21% |
$3.33K - $4.41K
|
3.78K
$2.13M
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7+ 0.43% |
$2.91K - $3.86K
|
1.63K
$921K
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
7+ 0.35% |
$2.91K - $3.86K
|
2.02K
$1.14M
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
7+ 1.11% |
$2.91K - $3.86K
|
638
$360K
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6+ 0.58% |
$2.5K - $3.31K
|
1.03K
$582K
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6New |
$2.5K - $3.31K
|
6
$3.39K
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.35% |
$2.08K - $2.76K
|
1.45K
$819K
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 1.17% |
$2.08K - $2.76K
|
431
$243K
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
5+ 1.83% |
$2.08K - $2.76K
|
278
$157K
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4+ 0.37% |
$1.66K - $2.21K
|
1.09K
$617K
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4+ 0.78% |
$1.66K - $2.21K
|
516
$291K
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
4+ 0.56% |
$1.66K - $2.21K
|
720
$406K
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
4+ 0.55% |
$1.66K - $2.21K
|
736
$415K
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 0.41% |
$1.25K - $1.65K
|
727
$410K
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3+ 0.03% |
$1.25K - $1.65K
|
10.3K
$5.81M
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.04% |
$1.25K - $1.65K
|
7.19K
$4.06M
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2+ 0.27% |
$832 - $1.1K
|
753
$425K
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2+ 0.13% |
$832 - $1.1K
|
1.57K
$885K
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2+ 0.26% |
$832 - $1.1K
|
760
$429K
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.05% |
$832 - $1.1K
|
3.82K
$2.15M
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$832 - $1.1K
|
1.15K
$648K
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.21% |
$832 - $1.1K
|
952
$537K
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
2+ 0.15% |
$832 - $1.1K
|
1.34K
$757K
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.12% |
$416 - $552
|
816
$460K
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$416 - $552
|
1.2K
$679K
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.05% |
$416 - $552
|
2.22K
$1.25M
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1+ 0.09% |
$416 - $552
|
1.13K
$638K
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.03% |
$416 - $552
|
3.35K
$1.89M
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1+ 0.17% |
$416 - $552
|
580
$327K
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1+ 0.09% |
$416 - $552
|
1.1K
$623K
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$416 - $552
|
1.1K
$619K
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.1% |
$416 - $552
|
1.05K
$590K
|
|
Jul 15, 2025
Q2 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1+ 0.13% |
$416 - $552
|
787
$444K
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.04% |
$416 - $552
|
2.57K
$1.45M
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1+ 0.05% |
$416 - $552
|
1.98K
$1.11M
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1+ 0.04% |
$416 - $552
|
2.54K
$1.43M
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.03% |
$416 - $552
|
3.28K
$1.85M
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$416 - $552
|
2.15K
$1.21M
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.13% |
$416 - $552
|
774
$437K
|