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
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.58K+ 9.27% |
$1.07M - $1.42M
|
30.4K
$17.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.57K+ 34.14% |
$1.07M - $1.42M
|
10.1K
$5.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.56K+ 49.26% |
$1.07M - $1.41M
|
7.76K
$4.51M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
2.55K+ 426.3% |
$1.06M - $1.4M
|
3.14K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.54K+ 12.9% |
$1.06M - $1.4M
|
22.2K
$12.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.53KNew |
$1.05M - $1.4M
|
2.53K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.51K+ 26.92% |
$1.05M - $1.39M
|
11.8K
$6.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.51K+ 17.97% |
$1.04M - $1.38M
|
16.5K
$9.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvey Partners, LLC
Tarrytown, NY |
BUY
|
PUT |
2.5K+ 8.33% |
$1.04M - $1.38M
|
32.5K
$18.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
PUT |
2.5KNew |
$1.04M - $1.38M
|
2.5K
$1.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.5K+ 413.74% |
$1.04M - $1.38M
|
3.1K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
2.49K+ 20.81% |
$1.04M - $1.37M
|
14.5K
$8.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.49K+ 30.24% |
$1.03M - $1.37M
|
10.7K
$6.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
2.46K+ 13.96% |
$1.02M - $1.36M
|
20.1K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2.46KNew |
$1.02M - $1.36M
|
2.46K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.43K+ 502.07% |
$1.01M - $1.34M
|
2.91K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Bleichroeder LP
New York, NY |
BUY
|
- |
2.4KNew |
$999K - $1.32M
|
2.4K
$1.39M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.4K+ 28.71% |
$996K - $1.32M
|
10.7K
$6.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.38KNew |
$990K - $1.31M
|
2.38K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.38K+ 5.21% |
$989K - $1.31M
|
48K
$27.9M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.37K+ 16.96% |
$986K - $1.31M
|
16.3K
$9.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.36K+ 6.17% |
$983K - $1.3M
|
40.7K
$23.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
2.35KNew |
$976K - $1.29M
|
2.35K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
2.35K+ 10.86% |
$976K - $1.29M
|
23.9K
$13.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.33K+ 38.45% |
$968K - $1.28M
|
8.38K
$4.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.31KNew |
$963K - $1.28M
|
2.31K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.31K+ 123.82% |
$962K - $1.28M
|
4.18K
$2.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.31K+ 2.86% |
$960K - $1.27M
|
83.1K
$48.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.3KNew |
$957K - $1.27M
|
2.3K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.29KNew |
$952K - $1.26M
|
2.29K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.28K+ 13.37% |
$949K - $1.26M
|
19.3K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.25K+ 113.92% |
$937K - $1.24M
|
4.23K
$2.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.25KNew |
$936K - $1.24M
|
2.25K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.23K+ 28.63% |
$929K - $1.23M
|
10K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
2.23KNew |
$927K - $1.23M
|
2.23K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 35.95% |
$924K - $1.23M
|
8.4K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.22K+ 6.45% |
$922K - $1.22M
|
36.6K
$21.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.22K+ 396.95% |
$922K - $1.22M
|
2.77K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
BUY
|
- |
2.2K+ 171.48% |
$913K - $1.21M
|
3.48K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.16K+ 20.61% |
$900K - $1.19M
|
12.7K
$7.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
2.16K+ 11.72% |
$898K - $1.19M
|
20.6K
$12M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.15K+ 4.47% |
$895K - $1.19M
|
50.3K
$29.2M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.15K+ 1.2% |
$894K - $1.19M
|
181K
$105M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.14K+ 1.7% |
$890K - $1.18M
|
128K
$74.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
2.13K+ 3.69% |
$888K - $1.18M
|
59.9K
$34.8M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.13KNew |
$886K - $1.17M
|
2.13K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.11K+ 6.79% |
$879K - $1.17M
|
33.2K
$19.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.11K+ 108.53% |
$879K - $1.17M
|
4.06K
$2.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.11K+ 22.93% |
$877K - $1.16M
|
11.3K
$6.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.07K+ 40.53% |
$861K - $1.14M
|
7.18K
$4.17M
|