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 |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.07K+ 2.02% |
$860K - $1.14M
|
104K
$60.5M
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.06K+ 4.31% |
$855K - $1.13M
|
49.8K
$28.9M
|
|
Aug 06, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
2.05KNew |
$853K - $1.13M
|
2.05K
$1.19M
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.04K+ 8.75% |
$849K - $1.13M
|
25.4K
$14.7M
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.04K+ 138.32% |
$847K - $1.12M
|
3.51K
$2.04M
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.01K+ 8.33% |
$836K - $1.11M
|
26.1K
$15.2M
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.01K+ 151.47% |
$835K - $1.11M
|
3.33K
$1.93M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.01K+ 27.58% |
$835K - $1.11M
|
9.28K
$5.39M
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2K+ 28.71% |
$832K - $1.1M
|
8.97K
$5.21M
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
2KNew |
$832K - $1.1M
|
2K
$1.16M
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
PUT |
2KNew |
$832K - $1.1M
|
2K
$1.16M
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.99K+ 10.39% |
$828K - $1.1M
|
21.1K
$12.3M
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.98K+ 43.22% |
$823K - $1.09M
|
6.56K
$3.81M
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.98K+ 73.7% |
$823K - $1.09M
|
4.66K
$2.71M
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.97K+ 8.29% |
$819K - $1.09M
|
25.7K
$14.9M
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.94K+ 11.45% |
$806K - $1.07M
|
18.9K
$10.9M
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.92K+ 18.61% |
$800K - $1.06M
|
12.3K
$7.12M
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.92K+ 23.96% |
$798K - $1.06M
|
9.92K
$5.76M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 3.74% |
$798K - $1.06M
|
53.2K
$30.9M
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.91K+ 32.81% |
$796K - $1.05M
|
7.74K
$4.49M
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
1.89K+ 4.36% |
$786K - $1.04M
|
45.2K
$26.2M
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.89K+ 5.94% |
$786K - $1.04M
|
33.7K
$19.5M
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.88K+ 12.69% |
$781K - $1.04M
|
16.7K
$9.68M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.87K+ 9.62% |
$776K - $1.03M
|
21.3K
$12.3M
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.86KNew |
$775K - $1.03M
|
1.86K
$1.08M
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.83K+ 6.36% |
$761K - $1.01M
|
30.6K
$17.7M
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.83K+ 13.3% |
$761K - $1.01M
|
15.6K
$9.04M
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.82KNew |
$759K - $1.01M
|
1.82K
$1.06M
|
|
Aug 14, 2025
Q2 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.82K+ 18.19% |
$757K - $1M
|
11.8K
$6.86M
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.81K+ 5.17% |
$753K - $998K
|
36.8K
$21.4M
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.8KNew |
$751K - $995K
|
1.8K
$1.05M
|
|
Aug 14, 2025
Q2 2025
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
1.8K+ 90.0% |
$749K - $993K
|
3.8K
$2.21M
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
CALL |
1.8KNew |
$749K - $993K
|
1.8K
$1.04M
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
1.8K+ 4.8% |
$748K - $992K
|
39.3K
$22.8M
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 17.48% |
$746K - $989K
|
12K
$6.99M
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.78K+ 7.75% |
$741K - $983K
|
24.8K
$14.4M
|
|
Aug 12, 2025
Q2 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
1.78K+ 6.34% |
$741K - $982K
|
29.9K
$17.3M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.78K+ 9.93% |
$741K - $982K
|
19.7K
$11.4M
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.78KNew |
$740K - $981K
|
1.78K
$1.03M
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.78K+ 6.46% |
$739K - $980K
|
29.3K
$17M
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.77K+ 0.98% |
$735K - $974K
|
182K
$106M
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.73K+ 2.13% |
$721K - $957K
|
83.2K
$48.3M
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.73KNew |
$721K - $956K
|
1.73K
$1.01M
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
1.72KNew |
$714K - $947K
|
1.72K
$997K
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.71K+ 41.13% |
$711K - $942K
|
5.86K
$3.4M
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.67K+ 8.17% |
$695K - $922K
|
22.1K
$12.8M
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.67K+ 9.62% |
$694K - $920K
|
19K
$11M
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.67K+ 10.8% |
$693K - $919K
|
17.1K
$9.92M
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
1.65KNew |
$687K - $911K
|
1.65K
$958K
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.65K+ 4.15% |
$686K - $910K
|
41.4K
$24M
|