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 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
86+ 1.83% |
$35.8K - $47.4K
|
4.8K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
85+ 3.68% |
$35.4K - $46.9K
|
2.39K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
85+ 5.85% |
$35.4K - $46.9K
|
1.54K
$892K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
85+ 0.3% |
$35.4K - $46.9K
|
28.9K
$16.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
84+ 3.1% |
$34.9K - $46.3K
|
2.79K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
84+ 7.72% |
$34.9K - $46.3K
|
1.17K
$680K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
84+ 0.3% |
$34.9K - $46.3K
|
28.5K
$16.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
83+ 1.23% |
$34.5K - $45.8K
|
6.84K
$3.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
82+ 0.89% |
$34.1K - $45.2K
|
9.29K
$5.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
82+ 13.06% |
$34.1K - $45.2K
|
710
$412K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
82+ 0.73% |
$34.1K - $45.2K
|
11.3K
$6.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
81+ 3.52% |
$33.7K - $44.7K
|
2.38K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
81+ 1.84% |
$33.7K - $44.7K
|
4.49K
$2.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
78+ 4.0% |
$32.5K - $43K
|
2.03K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
78+ 2.61% |
$32.5K - $43K
|
3.07K
$1.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
78+ 11.1% |
$32.5K - $43K
|
781
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
77New |
$32K - $42.5K
|
77
$44.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
76+ 8.47% |
$31.6K - $41.9K
|
973
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
75+ 5.68% |
$31.2K - $41.4K
|
1.4K
$810K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
75+ 2.28% |
$31.2K - $41.4K
|
3.36K
$1.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
75+ 2.67% |
$31.2K - $41.4K
|
2.88K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
75+ 4.44% |
$31.2K - $41.4K
|
1.77K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
75New |
$31.2K - $41.4K
|
75
$43.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
74+ 0.24% |
$30.8K - $40.8K
|
31.3K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
74New |
$30.8K - $40.8K
|
74
$43K
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
73+ 1.34% |
$30.4K - $40.3K
|
5.53K
$3.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
73+ 4.25% |
$30.4K - $40.3K
|
1.79K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
72+ 3.33% |
$30K - $39.7K
|
2.24K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
72+ 12.48% |
$30K - $39.7K
|
649
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
70+ 1.94% |
$29.1K - $38.6K
|
3.67K
$2.13M
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
70+ 4.72% |
$29.1K - $38.6K
|
1.55K
$901K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
69+ 4.21% |
$28.7K - $38.1K
|
1.71K
$992K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
68+ 47.89% |
$28.3K - $37.5K
|
210
$122K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
67+ 176.32% |
$27.9K - $37K
|
105
$61K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
67+ 0.03% |
$27.9K - $37K
|
210K
$122M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
66+ 1.9% |
$27.5K - $36.4K
|
3.55K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
66+ 1.55% |
$27.5K - $36.4K
|
4.33K
$2.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
65+ 1.85% |
$27K - $35.9K
|
3.58K
$2.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
65+ 20.5% |
$27K - $35.9K
|
382
$222K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
65+ 4.39% |
$27K - $35.9K
|
1.55K
$898K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
64+ 4.11% |
$26.6K - $35.3K
|
1.62K
$941K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
64+ 2.42% |
$26.6K - $35.3K
|
2.71K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
63+ 0.23% |
$26.2K - $34.8K
|
27.6K
$16M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
62+ 4.93% |
$25.8K - $34.2K
|
1.32K
$766K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
62+ 10.58% |
$25.8K - $34.2K
|
648
$376K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
61+ 2.0% |
$25.4K - $33.7K
|
3.12K
$1.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
61+ 0.29% |
$25.4K - $33.7K
|
20.8K
$12.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
60+ 14.02% |
$25K - $33.1K
|
488
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
60+ 2.2% |
$25K - $33.1K
|
2.79K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
59+ 7.52% |
$24.5K - $32.5K
|
844
$490K
|