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 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
962+ 88.1% |
$400K - $531K
|
2.05K
$1.19M
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
955+ 13.86% |
$397K - $527K
|
7.85K
$4.56M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
954+ 4.51% |
$397K - $526K
|
22.1K
$12.8M
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
942+ 4.24% |
$392K - $520K
|
23.2K
$13.4M
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
942+ 0.73% |
$392K - $520K
|
130K
$75.6M
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
934+ 2.76% |
$389K - $515K
|
34.7K
$20.2M
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
931+ 5.06% |
$387K - $514K
|
19.3K
$11.2M
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
930+ 7.85% |
$387K - $513K
|
12.8K
$7.42M
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
929+ 3.6% |
$387K - $512K
|
26.8K
$15.5M
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
926+ 15.61% |
$385K - $511K
|
6.86K
$3.98M
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
924+ 2.73% |
$384K - $510K
|
34.8K
$20.2M
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
922+ 85.13% |
$384K - $509K
|
2.01K
$1.16M
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
920+ 1.72% |
$383K - $508K
|
54.4K
$31.6M
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
919New |
$382K - $507K
|
919
$533K
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
917+ 17.9% |
$382K - $506K
|
6.04K
$3.51M
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
915+ 51.67% |
$381K - $505K
|
2.69K
$1.56M
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
BUY
|
- |
913New |
$380K - $504K
|
913
$530K
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
911+ 9.96% |
$379K - $503K
|
10.1K
$5.84M
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
909+ 23.38% |
$378K - $501K
|
4.8K
$2.78M
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
907+ 3.01% |
$377K - $500K
|
31.1K
$18M
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
902New |
$375K - $498K
|
902
$524K
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
PUT |
900New |
$374K - $496K
|
900
$522K
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
900New |
$374K - $496K
|
900
$522K
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
900+ 14.71% |
$374K - $496K
|
7.02K
$4.08M
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
899+ 130.67% |
$374K - $496K
|
1.59K
$921K
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
895+ 17.47% |
$372K - $494K
|
6.02K
$3.49M
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
891+ 96.95% |
$371K - $492K
|
1.81K
$1.05M
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
888+ 5.6% |
$369K - $490K
|
16.7K
$9.71M
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
886+ 14.21% |
$369K - $489K
|
7.12K
$4.13M
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
886+ 5.81% |
$369K - $489K
|
16.1K
$9.37M
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
880+ 30.86% |
$366K - $485K
|
3.73K
$2.17M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
879+ 16.83% |
$366K - $485K
|
6.1K
$3.54M
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
876+ 11.67% |
$364K - $483K
|
8.38K
$4.87M
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
876+ 37.37% |
$364K - $483K
|
3.22K
$1.87M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
876+ 18.69% |
$364K - $483K
|
5.56K
$3.23M
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
866+ 12.53% |
$360K - $478K
|
7.78K
$4.51M
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
853+ 72.04% |
$355K - $471K
|
2.04K
$1.18M
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
850New |
$354K - $469K
|
850
$493K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
844+ 5.18% |
$351K - $466K
|
17.1K
$9.95M
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
835+ 0.57% |
$347K - $461K
|
148K
$85.7M
|
|
Aug 06, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
831New |
$346K - $458K
|
831
$482K
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
830New |
$345K - $458K
|
830
$482K
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
828+ 2.96% |
$344K - $457K
|
28.8K
$16.7M
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
826+ 35.82% |
$344K - $456K
|
3.13K
$1.82M
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
825+ 6.7% |
$343K - $455K
|
13.1K
$7.63M
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
823+ 10.75% |
$342K - $454K
|
8.48K
$4.92M
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
822New |
$342K - $453K
|
822
$477K
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
817+ 7.82% |
$340K - $451K
|
11.3K
$6.54M
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
817+ 4.6% |
$340K - $451K
|
18.6K
$10.8M
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
816New |
$340K - $450K
|
816
$474K
|