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 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
22+ 2.86% |
$9.15K - $12.1K
|
791
$459K
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
21+ 9.21% |
$8.74K - $11.6K
|
249
$145K
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
21+ 2.3% |
$8.74K - $11.6K
|
936
$543K
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
21+ 1.96% |
$8.74K - $11.6K
|
1.09K
$634K
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
21+ 1.74% |
$8.74K - $11.6K
|
1.23K
$714K
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20+ 5.38% |
$8.32K - $11K
|
392
$228K
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
20+ 3.06% |
$8.32K - $11K
|
674
$391K
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.35% |
$8.32K - $11K
|
5.73K
$3.32M
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
20+ 0.56% |
$8.32K - $11K
|
3.56K
$2.07M
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 14.93% |
$8.32K - $11K
|
154
$89.4K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
20+ 4.25% |
$8.32K - $11K
|
491
$285K
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
19New |
$7.91K - $10.5K
|
19
$11K
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
19+ 0.17% |
$7.91K - $10.5K
|
11K
$6.4M
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
18+ 0.9% |
$7.49K - $9.93K
|
2.01K
$1.17M
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
17+ 0.52% |
$7.07K - $9.38K
|
3.28K
$1.91M
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
17+ 0.51% |
$7.07K - $9.38K
|
3.37K
$1.96M
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
17+ 3.3% |
$7.07K - $9.38K
|
532
$309K
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
17+ 0.68% |
$7.07K - $9.38K
|
2.5K
$1.45M
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
16+ 2.31% |
$6.66K - $8.83K
|
708
$411K
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
16+ 0.92% |
$6.66K - $8.83K
|
1.76K
$1.02M
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
16+ 2.91% |
$6.66K - $8.83K
|
565
$328K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
16+ 0.15% |
$6.66K - $8.83K
|
11K
$6.38M
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.6% |
$6.24K - $8.27K
|
2.5K
$1.45M
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
15+ 0.2% |
$6.24K - $8.27K
|
7.64K
$4.43M
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
15+ 0.42% |
$6.24K - $8.27K
|
3.63K
$2.11M
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
15+ 0.22% |
$6.24K - $8.27K
|
6.8K
$3.95M
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
14+ 0.47% |
$5.82K - $7.72K
|
2.99K
$1.74M
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14+ 0.16% |
$5.82K - $7.72K
|
8.51K
$4.94M
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
14+ 0.36% |
$5.82K - $7.72K
|
3.94K
$2.29M
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
14+ 0.29% |
$5.82K - $7.72K
|
4.82K
$2.8M
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
13+ 0.23% |
$5.41K - $7.17K
|
5.75K
$3.34M
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.47% |
$5.41K - $7.17K
|
2.8K
$1.63M
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
13+ 1.19% |
$5.41K - $7.17K
|
1.1K
$639K
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
13+ 0.31% |
$5.41K - $7.17K
|
4.26K
$2.48M
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 0.43% |
$5.41K - $7.17K
|
3.04K
$1.76M
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
12+ 0.16% |
$4.99K - $6.62K
|
7.37K
$4.28M
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
12+ 0.25% |
$4.99K - $6.62K
|
4.84K
$2.81M
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
12New |
$4.99K - $6.62K
|
12
$6.97K
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
12+ 0.49% |
$4.99K - $6.62K
|
2.45K
$1.42M
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
12+ 0.33% |
$4.99K - $6.62K
|
3.61K
$2.1M
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
12+ 4.14% |
$4.99K - $6.62K
|
302
$175K
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
12+ 1.21% |
$4.99K - $6.62K
|
1K
$582K
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
12+ 1.51% |
$4.99K - $6.62K
|
806
$468K
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
11+ 0.27% |
$4.58K - $6.07K
|
4.1K
$2.38M
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
11+ 1.44% |
$4.58K - $6.07K
|
776
$450K
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11+ 0.78% |
$4.58K - $6.07K
|
1.42K
$825K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
11+ 7.64% |
$4.58K - $6.07K
|
155
$90K
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
10+ 0.86% |
$4.16K - $5.52K
|
1.17K
$680K
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
10+ 12.05% |
$4.16K - $5.52K
|
93
$54K
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
10+ 0.57% |
$4.16K - $5.52K
|
1.77K
$1.03M
|