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 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4+ 0.31% |
$1.66K - $2.21K
|
1.29K
$747K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4New |
$1.66K - $2.21K
|
4
$2.32K
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
4+ 0.23% |
$1.66K - $2.21K
|
1.77K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4+ 0.37% |
$1.66K - $2.21K
|
1.09K
$635K
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
4+ 0.78% |
$1.66K - $2.21K
|
516
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
4+ 0.56% |
$1.66K - $2.21K
|
720
$418K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
4+ 0.55% |
$1.66K - $2.21K
|
736
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
3+ 0.3% |
$1.25K - $1.65K
|
1.01K
$587K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$1.25K - $1.65K
|
7.1K
$4.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3+ 0.1% |
$1.25K - $1.65K
|
3K
$1.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
3+ 0.03% |
$1.25K - $1.65K
|
8.79K
$5.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
BUY
|
- |
3+ 0.5% |
$1.25K - $1.65K
|
598
$347K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3+ 0.41% |
$1.25K - $1.65K
|
735
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3+ 0.26% |
$1.25K - $1.65K
|
1.18K
$684K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
3+ 0.07% |
$1.25K - $1.65K
|
4.18K
$2.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
3+ 0.33% |
$1.25K - $1.65K
|
922
$535K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 0.41% |
$1.25K - $1.65K
|
727
$422K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3+ 0.03% |
$1.25K - $1.65K
|
10.3K
$5.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.04% |
$1.25K - $1.65K
|
7.19K
$4.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.34% |
$832 - $1.1K
|
589
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2+ 0.13% |
$832 - $1.1K
|
1.59K
$922K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2+ 0.03% |
$832 - $1.1K
|
6.68K
$3.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2+ 0.02% |
$832 - $1.1K
|
9.16K
$5.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.21% |
$832 - $1.1K
|
933
$542K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.24% |
$832 - $1.1K
|
836
$485K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2New |
$832 - $1.1K
|
2
$1.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
2+ 0.01% |
$832 - $1.1K
|
21.4K
$12.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
2+ 0.07% |
$832 - $1.1K
|
2.71K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$832 - $1.1K
|
3.49K
$2.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 0.1% |
$832 - $1.1K
|
2.09K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2+ 0.46% |
$832 - $1.1K
|
435
$253K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2+ 0.49% |
$832 - $1.1K
|
414
$240K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.14% |
$832 - $1.1K
|
1.45K
$843K
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
2+ 0.15% |
$832 - $1.1K
|
1.33K
$769K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
2+ 0.1% |
$832 - $1.1K
|
1.92K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
2+ 0.16% |
$832 - $1.1K
|
1.22K
$709K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$832 - $1.1K
|
2.46K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2+ 0.16% |
$832 - $1.1K
|
1.24K
$717K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2+ 0.27% |
$832 - $1.1K
|
753
$437K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2+ 0.13% |
$832 - $1.1K
|
1.57K
$911K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2+ 0.26% |
$832 - $1.1K
|
760
$441K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.05% |
$832 - $1.1K
|
3.82K
$2.22M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$832 - $1.1K
|
1.15K
$666K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.21% |
$832 - $1.1K
|
952
$553K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
2+ 0.15% |
$832 - $1.1K
|
1.34K
$779K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.11% |
$416 - $552
|
898
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.06% |
$416 - $552
|
1.74K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1+ 0.08% |
$416 - $552
|
1.31K
$760K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$416 - $552
|
3.37K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$416 - $552
|
1.01K
$586K
|