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
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
251+ 27.05% |
$104K - $138K
|
1.18K
$662K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
251+ 4.82% |
$104K - $138K
|
5.45K
$3.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
245+ 2.59% |
$102K - $135K
|
9.7K
$5.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
245+ 31.98% |
$102K - $135K
|
1.01K
$568K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
245+ 21.32% |
$102K - $135K
|
1.39K
$783K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
238+ 10.15% |
$99K - $131K
|
2.58K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
236+ 0.78% |
$98.2K - $130K
|
30.6K
$17.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
235+ 7.61% |
$97.8K - $130K
|
3.33K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
231+ 31.56% |
$96.1K - $127K
|
963
$541K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
223+ 3.88% |
$92.8K - $123K
|
5.97K
$3.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
221+ 2.49% |
$91.9K - $122K
|
9.1K
$5.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
221+ 24.15% |
$91.9K - $122K
|
1.14K
$638K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
213+ 0.88% |
$88.6K - $117K
|
24.5K
$13.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
213+ 6.7% |
$88.6K - $117K
|
3.39K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
206+ 15.04% |
$85.7K - $114K
|
1.58K
$885K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
205+ 68.56% |
$85.3K - $113K
|
504
$283K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
203+ 28.75% |
$84.5K - $112K
|
909
$511K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
203+ 12.83% |
$84.5K - $112K
|
1.79K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
PUT |
200New |
$83.2K - $110K
|
200
$112K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
CALL |
200+ 200.0% |
$83.2K - $110K
|
300
$169K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
200New |
$83.2K - $110K
|
200
$112K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
200+ 266.67% |
$83.2K - $110K
|
275
$154K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
193+ 1.15% |
$80.3K - $106K
|
17K
$9.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
190+ 0.95% |
$79.1K - $105K
|
20.3K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
190+ 1.59% |
$79.1K - $105K
|
12.1K
$6.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
185+ 39.53% |
$77K - $102K
|
653
$367K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
182+ 2.12% |
$75.7K - $100K
|
8.75K
$4.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
180+ 12.25% |
$74.9K - $99.3K
|
1.65K
$926K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
180+ 6.19% |
$74.9K - $99.3K
|
3.09K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
180+ 29.27% |
$74.9K - $99.3K
|
795
$447K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
172+ 3.96% |
$71.6K - $94.9K
|
4.52K
$2.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
171+ 4.59% |
$71.1K - $94.3K
|
3.9K
$2.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
164+ 34.31% |
$68.2K - $90.5K
|
642
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
163+ 7.07% |
$67.8K - $89.9K
|
2.47K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
161+ 15.15% |
$67K - $88.8K
|
1.22K
$688K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
159+ 0.61% |
$66.2K - $87.7K
|
26.3K
$14.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
159+ 2.11% |
$66.2K - $87.7K
|
7.69K
$4.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
157+ 29.68% |
$65.3K - $86.6K
|
686
$385K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
155+ 10.22% |
$64.5K - $85.5K
|
1.67K
$939K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
154+ 12.17% |
$64.1K - $85K
|
1.42K
$797K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
153+ 34.15% |
$63.7K - $84.4K
|
601
$338K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
152+ 12.14% |
$63.2K - $83.8K
|
1.4K
$789K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
151+ 4.24% |
$62.8K - $83.3K
|
3.72K
$2.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
151+ 9.43% |
$62.8K - $83.3K
|
1.75K
$985K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
148+ 2.01% |
$61.6K - $81.6K
|
7.52K
$4.22M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
148+ 6.9% |
$61.6K - $81.6K
|
2.29K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
144+ 1.71% |
$59.9K - $79.4K
|
8.58K
$4.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
141+ 3.19% |
$58.7K - $77.8K
|
4.56K
$2.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
139+ 2.31% |
$57.8K - $76.7K
|
6.16K
$3.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
137+ 3.32% |
$57K - $75.6K
|
4.26K
$2.39M
|