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 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
59+ 6.5% |
$24.5K - $32.5K
|
966
$561K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
59New |
$24.5K - $32.5K
|
59
$34.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
58+ 6.38% |
$24.1K - $32K
|
967
$561K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
58+ 2.16% |
$24.1K - $32K
|
2.74K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
58+ 2.46% |
$24.1K - $32K
|
2.41K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
58+ 12.06% |
$24.1K - $32K
|
539
$313K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
57+ 8.66% |
$23.7K - $31.4K
|
715
$415K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
57+ 0.71% |
$23.7K - $31.4K
|
8.03K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
55+ 3.28% |
$22.9K - $30.3K
|
1.73K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
55+ 4.03% |
$22.9K - $30.3K
|
1.42K
$824K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
55+ 3.42% |
$22.9K - $30.3K
|
1.66K
$965K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55New |
$22.9K - $30.3K
|
55
$31.9K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
54+ 9.34% |
$22.5K - $29.8K
|
632
$367K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
54+ 6.26% |
$22.5K - $29.8K
|
917
$532K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
54+ 3.59% |
$22.5K - $29.8K
|
1.56K
$906K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
53+ 1.04% |
$22.1K - $29.2K
|
5.17K
$3M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
53+ 0.4% |
$22.1K - $29.2K
|
13.2K
$7.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53+ 0.7% |
$22.1K - $29.2K
|
7.67K
$4.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
53+ 2.8% |
$22.1K - $29.2K
|
1.95K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
52+ 0.22% |
$21.6K - $28.7K
|
24.1K
$14M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
52+ 6.74% |
$21.6K - $28.7K
|
823
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
51+ 3.51% |
$21.2K - $28.1K
|
1.5K
$873K
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
51+ 3.77% |
$21.2K - $28.1K
|
1.4K
$815K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
51+ 0.94% |
$21.2K - $28.1K
|
5.47K
$3.17M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
50+ 3.84% |
$20.8K - $27.6K
|
1.35K
$785K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50+ 11.55% |
$20.8K - $27.6K
|
483
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
50+ 2.41% |
$20.8K - $27.6K
|
2.13K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
50+ 4.02% |
$20.8K - $27.6K
|
1.3K
$752K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
50+ 3.7% |
$20.8K - $27.6K
|
1.4K
$814K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 1.95% |
$20.8K - $27.6K
|
2.62K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
50+ 3.58% |
$20.8K - $27.6K
|
1.45K
$839K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
50+ 2.91% |
$20.8K - $27.6K
|
1.77K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
49+ 5.45% |
$20.4K - $27K
|
948
$550K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
49+ 1.12% |
$20.4K - $27K
|
4.42K
$2.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
48+ 0.19% |
$20K - $26.5K
|
25.7K
$14.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
48+ 1.08% |
$20K - $26.5K
|
4.51K
$2.62M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
47+ 2.27% |
$19.6K - $25.9K
|
2.12K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
47+ 4.04% |
$19.6K - $25.9K
|
1.21K
$703K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
47+ 1.23% |
$19.6K - $25.9K
|
3.87K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
46+ 9.15% |
$19.1K - $25.4K
|
549
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
46+ 7.24% |
$19.1K - $25.4K
|
681
$395K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
46+ 0.57% |
$19.1K - $25.4K
|
8.14K
$4.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
46+ 0.78% |
$19.1K - $25.4K
|
5.95K
$3.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
46+ 0.98% |
$19.1K - $25.4K
|
4.74K
$2.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
46+ 1.19% |
$19.1K - $25.4K
|
3.9K
$2.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
45New |
$18.7K - $24.8K
|
45
$26.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
45+ 6.17% |
$18.7K - $24.8K
|
774
$449K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 1.38% |
$18.7K - $24.8K
|
3.32K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
PUT |
45New |
$18.7K - $24.8K
|
45
$26.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
45+ 0.43% |
$18.7K - $24.8K
|
10.4K
$6.04M
|