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 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
45+ 5.79% |
$18.7K - $24.8K
|
822
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
45+ 4.01% |
$18.7K - $24.8K
|
1.17K
$677K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
44+ 2.73% |
$18.3K - $24.3K
|
1.66K
$961K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
43+ 20.0% |
$17.9K - $23.7K
|
258
$150K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
43+ 2.34% |
$17.9K - $23.7K
|
1.88K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
43+ 1.69% |
$17.9K - $23.7K
|
2.58K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
43+ 2.83% |
$17.9K - $23.7K
|
1.56K
$906K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
43+ 9.47% |
$17.9K - $23.7K
|
497
$289K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.48% |
$17.9K - $23.7K
|
8.94K
$5.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
43+ 7.68% |
$17.9K - $23.7K
|
603
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
42+ 28.0% |
$17.5K - $23.2K
|
192
$111K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42+ 8.32% |
$17.5K - $23.2K
|
547
$318K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
42+ 7.81% |
$17.5K - $23.2K
|
580
$337K
|
|
|
Aug 06, 2025
Q2 2025
|
Suncoast Equity Management
|
BUY
|
- |
41+ 5.54% |
$17.1K - $22.6K
|
781
$453K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
41+ 4.56% |
$17.1K - $22.6K
|
940
$546K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
41+ 0.45% |
$17.1K - $22.6K
|
9.21K
$5.35M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
41+ 2.21% |
$17.1K - $22.6K
|
1.9K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
40+ 20.83% |
$16.6K - $22.1K
|
232
$135K
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
40+ 9.2% |
$16.6K - $22.1K
|
475
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
40+ 4.68% |
$16.6K - $22.1K
|
895
$520K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
40+ 7.77% |
$16.6K - $22.1K
|
555
$322K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
39+ 0.11% |
$16.2K - $21.5K
|
35.5K
$20.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
39+ 1.14% |
$16.2K - $21.5K
|
3.45K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
38+ 0.24% |
$15.8K - $21K
|
16.1K
$9.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
38+ 7.85% |
$15.8K - $21K
|
522
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
38+ 0.5% |
$15.8K - $21K
|
7.59K
$4.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
38+ 0.32% |
$15.8K - $21K
|
11.9K
$6.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
37+ 2.38% |
$15.4K - $20.4K
|
1.59K
$923K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
37+ 7.77% |
$15.4K - $20.4K
|
513
$298K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
37+ 4.5% |
$15.4K - $20.4K
|
860
$499K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
37+ 0.21% |
$15.4K - $20.4K
|
17.4K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
36+ 1.47% |
$15K - $19.9K
|
2.48K
$1.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
36+ 3.58% |
$15K - $19.9K
|
1.04K
$604K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
36+ 3.93% |
$15K - $19.9K
|
951
$552K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
35+ 8.12% |
$14.6K - $19.3K
|
466
$271K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
35+ 0.57% |
$14.6K - $19.3K
|
6.18K
$3.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
34+ 3.45% |
$14.1K - $18.8K
|
1.02K
$592K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
34+ 0.31% |
$14.1K - $18.8K
|
10.8K
$6.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.08% |
$14.1K - $18.8K
|
43K
$24.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
33+ 1.63% |
$13.7K - $18.2K
|
2.05K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
33+ 0.47% |
$13.7K - $18.2K
|
7.01K
$4.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
33+ 5.09% |
$13.7K - $18.2K
|
681
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
33+ 5.42% |
$13.7K - $18.2K
|
642
$373K
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
33+ 2.57% |
$13.7K - $18.2K
|
1.32K
$764K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
33+ 1.05% |
$13.7K - $18.2K
|
3.17K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
33+ 18.03% |
$13.7K - $18.2K
|
216
$125K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
32+ 3.08% |
$13.3K - $17.7K
|
1.07K
$622K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
32+ 0.82% |
$13.3K - $17.7K
|
3.93K
$2.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
32+ 6.05% |
$13.3K - $17.7K
|
561
$326K
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
BUY
|
- |
32+ 3.43% |
$13.3K - $17.7K
|
965
$560K
|