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 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
431New |
$179K - $238K
|
431
$250K
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
430New |
$179K - $237K
|
430
$250K
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
428+ 16.93% |
$178K - $236K
|
2.96K
$1.72M
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
425New |
$177K - $234K
|
425
$247K
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
425New |
$177K - $234K
|
425
$247K
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
425New |
$177K - $234K
|
425
$247K
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
423+ 2.47% |
$176K - $233K
|
17.5K
$10.2M
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
422+ 22.69% |
$176K - $233K
|
2.28K
$1.32M
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
421+ 3.53% |
$175K - $232K
|
12.3K
$7.16M
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
421+ 2.24% |
$175K - $232K
|
19.2K
$11.1M
|
|
Jul 23, 2025
Q2 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
420New |
$175K - $232K
|
420
$244K
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
415+ 2.5% |
$173K - $229K
|
17K
$9.87M
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
415+ 3.36% |
$173K - $229K
|
12.8K
$7.41M
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
415New |
$173K - $229K
|
415
$241K
|
|
Aug 13, 2025
Q2 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
414New |
$172K - $228K
|
414
$240K
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
413+ 28.19% |
$172K - $228K
|
1.88K
$1.09M
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
413+ 4.99% |
$172K - $228K
|
8.69K
$5.04M
|
|
Jul 30, 2025
Q2 2025
|
Pacific Wealth Management
|
BUY
|
- |
412New |
$171K - $227K
|
412
$239K
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
412New |
$171K - $227K
|
412
$239K
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
411New |
$171K - $227K
|
411
$239K
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
411New |
$171K - $227K
|
411
$239K
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
411New |
$171K - $227K
|
411
$239K
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
409New |
$170K - $226K
|
409
$237K
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
409+ 8.34% |
$170K - $226K
|
5.32K
$3.09M
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
409+ 1.08% |
$170K - $226K
|
38.2K
$22.1M
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
408+ 1.32% |
$170K - $225K
|
31.2K
$18.1M
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
408New |
$170K - $225K
|
408
$237K
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
408New |
$170K - $225K
|
408
$237K
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
406+ 6.0% |
$169K - $224K
|
7.17K
$4.16M
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
405New |
$169K - $223K
|
405
$235K
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
405+ 4.22% |
$169K - $223K
|
10K
$5.8M
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
405+ 1.65% |
$169K - $223K
|
25K
$14.5M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
404+ 3.55% |
$168K - $223K
|
11.8K
$6.84M
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
403+ 11.87% |
$168K - $222K
|
3.8K
$2.21M
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
403+ 35.48% |
$168K - $222K
|
1.54K
$893K
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
402+ 14.21% |
$167K - $222K
|
3.23K
$1.88M
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
402+ 0.65% |
$167K - $222K
|
62K
$36M
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
402New |
$167K - $222K
|
402
$233K
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
401New |
$167K - $221K
|
401
$233K
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
400+ 1.22% |
$166K - $221K
|
33.1K
$19.2M
|
|
Aug 13, 2025
Q2 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
400New |
$166K - $221K
|
400
$232K
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
400New |
$166K - $221K
|
400
$232K
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
PUT |
400New |
$166K - $221K
|
400
$232K
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
PUT |
400+ 400.0% |
$166K - $221K
|
500
$290K
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
400+ 4.74% |
$166K - $221K
|
8.83K
$5.13M
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
400New |
$166K - $221K
|
400
$232K
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
400New |
$166K - $221K
|
400
$232K
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
BUY
|
- |
400New |
$166K - $221K
|
400
$232K
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
399+ 13.58% |
$166K - $220K
|
3.34K
$1.94M
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
399+ 6.53% |
$166K - $220K
|
6.51K
$3.78M
|