Purchases and Sales Made in Q2 2025 in Invesco Qqq Trust, Series 1 (QQQ)

QQQ Quotes by TradingView

This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO QQQ TRUST, SERIES 1.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 11, 2025 Q2 2025
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
915
+ 51.67%
$381K - $505K
2.69K $1.49M
Jul 07, 2025 Q2 2025
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
899
+ 130.67%
$374K - $496K
1.59K $883K
Jul 08, 2025 Q2 2025
Prism Advisors, Inc.

BUY
 -
886
+ 5.81%
$369K - $489K
16.1K $8.98M
Jul 11, 2025 Q2 2025
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
880
+ 30.86%
$366K - $485K
3.73K $2.08M
Jul 09, 2025 Q2 2025
Heritage Wealth Architects, Inc.

Mendota Heights, MN
BUY
 -
876
+ 37.37%
$364K - $483K
3.22K $1.79M
Jul 07, 2025 Q2 2025
Trust CO

BUY
 -
876
+ 18.69%
$364K - $483K
5.56K $3.09M
Jul 07, 2025 Q2 2025
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
826
+ 35.82%
$344K - $456K
3.13K $1.74M
Jul 09, 2025 Q2 2025
Sunpointe, LLC

St. Louis, MO
BUY
 -
816
New
$340K - $450K
816 $454K
Jul 10, 2025 Q2 2025
Strathmore Capital Advisors, Inc.

Charlotte, NC
BUY
 -
812
New
$338K - $448K
812 $452K
Jul 11, 2025 Q2 2025
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
803
+ 9.39%
$334K - $443K
9.35K $5.2M
Jul 07, 2025 Q2 2025
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
770
+ 4.48%
$320K - $425K
18K $9.99M
Jul 10, 2025 Q2 2025
Atticus Wealth Management, LLC

BUY
 -
764
+ 8.46%
$318K - $421K
9.79K $5.45M
Jul 11, 2025 Q2 2025
Orrstown Financial Services Inc

Shippensburg, PA
BUY
 -
757
New
$315K - $418K
757 $421K
Jul 11, 2025 Q2 2025
Myecfo, LLC

La Jolla, CA
BUY
 -
710
New
$295K - $392K
710 $395K
Jul 09, 2025 Q2 2025
Affinity Capital Advisors, LLC

BUY
 -
701
+ 11.08%
$292K - $387K
7.03K $3.91M
Jul 08, 2025 Q2 2025
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
693
+ 85.34%
$288K - $382K
1.51K $837K
Jul 09, 2025 Q2 2025
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
691
New
$287K - $381K
691 $384K
Jul 11, 2025 Q2 2025
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
604
+ 0.51%
$251K - $333K
118K $65.8M
Jul 10, 2025 Q2 2025
Security National Bank

BUY
 -
594
+ 28.72%
$247K - $328K
2.66K $1.48M
Jul 02, 2025 Q2 2025
Waller Financial Planning Group, Inc

BUY
 -
593
+ 64.74%
$247K - $327K
1.51K $839K
Jul 08, 2025 Q2 2025
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
591
+ 106.68%
$246K - $326K
1.15K $637K
Jul 07, 2025 Q2 2025
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
581
+ 9.9%
$242K - $321K
6.45K $3.59M
Jul 09, 2025 Q2 2025
Intelligence Driven Advisers, LLC

BUY
 -
572
+ 26.87%
$238K - $316K
2.7K $1.5M
Jul 10, 2025 Q2 2025
Fulton Bank, N.A.

BUY
 -
557
+ 11.38%
$232K - $307K
5.45K $3.03M
Jul 07, 2025 Q2 2025
Wealth Alliance Advisory Group, LLC

BUY
 -
509
+ 60.96%
$212K - $281K
1.34K $748K
Jul 11, 2025 Q2 2025
Mandatum Life Insurance CO LTD

BUY
 -
500
New
$208K - $276K
500 $278K
Jul 08, 2025 Q2 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
465
+ 5.49%
$193K - $257K
8.94K $4.97M
Jul 09, 2025 Q2 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
452
+ 4.92%
$188K - $249K
9.65K $5.37M
Jul 11, 2025 Q2 2025
Hilltop Wealth Advisors, LLC

BUY
 -
449
New
$187K - $248K
449 $250K
Jul 08, 2025 Q2 2025
Paladin Wealth, LLC

Arden Hills, MN
BUY
 -
448
New
$186K - $247K
448 $249K
Jul 11, 2025 Q2 2025
Long View Wealth Management

Atlanta, GA
BUY
 -
442
+ 4.1%
$184K - $244K
11.2K $6.25M
Jul 08, 2025 Q2 2025
Beacon Wealthcare LLC

Raleigh, NC
BUY
 -
425
New
$177K - $234K
425 $236K
Jul 09, 2025 Q2 2025
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
423
+ 2.47%
$176K - $233K
17.5K $9.75M
Jul 11, 2025 Q2 2025
Mallini Complete Financial Planning LLC

Gainesville, FL
BUY
 -
415
New
$173K - $229K
415 $231K
Jul 02, 2025 Q2 2025
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
404
+ 3.55%
$168K - $223K
11.8K $6.55M
Jul 08, 2025 Q2 2025
Ptm Wealth Management, LLC

North Wales, X1
BUY
 -
402
New
$167K - $222K
402 $224K
Jul 11, 2025 Q2 2025
Skyline Advisors, Inc.

Bellingham, WA
BUY
 -
394
New
$164K - $217K
394 $219K
Jul 01, 2025 Q2 2025
First National Bank Sioux Falls

BUY
 -
391
New
$163K - $216K
391 $217K
Jul 01, 2025 Q2 2025
Cullen Investment Group, Ltd.

Lafayette, LA
BUY
 -
386
New
$161K - $213K
386 $215K
Jul 11, 2025 Q2 2025
Kaufman Rossin Wealth, LLC

Miami, FL
BUY
 -
386
New
$161K - $213K
386 $215K
Jul 10, 2025 Q2 2025
Moller Financial Services

BUY
 -
384
New
$160K - $212K
384 $214K
Jul 09, 2025 Q2 2025
Pines Wealth Management, LLC

Southern Pines, NC
BUY
 -
377
New
$157K - $208K
377 $210K
Jul 07, 2025 Q2 2025
Ables, Iannone, Moore & Associates, Inc.

Savannah, GA
BUY
 -
375
+ 23.78%
$156K - $207K
1.95K $1.09M
Jul 11, 2025 Q2 2025
Annex Advisory Services, LLC

BUY
 -
367
+ 6.39%
$153K - $202K
6.11K $3.4M
Jul 10, 2025 Q2 2025
Orgel Wealth Management, LLC

BUY
 -
365
New
$152K - $201K
365 $203K
Jul 08, 2025 Q2 2025
Rmr Wealth Builders

BUY
 -
363
+ 3.34%
$151K - $200K
11.2K $6.24M
Jul 09, 2025 Q2 2025
Kmg Fiduciary Partners, LLC

BUY
 -
340
+ 44.85%
$141K - $188K
1.1K $611K
Jul 08, 2025 Q2 2025
Atlas Brown,Inc.

BUY
 -
338
+ 9.18%
$141K - $186K
4.02K $2.24M
Jul 10, 2025 Q2 2025
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
328
+ 1.23%
$136K - $181K
27K $15M

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