Purchases and Sales Made in Q2 2025 in Invesco Qqq Trust, Series 1 (QQQ)
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 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
327+ 13.36% |
$136K - $180K
|
2.77K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
326+ 4.27% |
$136K - $180K
|
7.97K
$4.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
325+ 3.63% |
$135K - $179K
|
9.28K
$5.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
318+ 2.41% |
$132K - $175K
|
13.5K
$7.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
307+ 25.18% |
$128K - $169K
|
1.53K
$849K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
292+ 6.13% |
$121K - $161K
|
5.05K
$2.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
279+ 0.48% |
$116K - $154K
|
58.3K
$32.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
279+ 2.0% |
$116K - $154K
|
14.2K
$7.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
275+ 2.63% |
$114K - $152K
|
10.7K
$5.98M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
267+ 34.36% |
$111K - $147K
|
1.04K
$581K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
264+ 0.57% |
$110K - $146K
|
46.6K
$25.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
251+ 4.82% |
$104K - $138K
|
5.45K
$3.03M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
238+ 10.15% |
$99K - $131K
|
2.58K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
231+ 31.56% |
$96.1K - $127K
|
963
$536K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
223+ 3.88% |
$92.8K - $123K
|
5.97K
$3.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
203+ 28.75% |
$84.5K - $112K
|
909
$506K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
203+ 12.83% |
$84.5K - $112K
|
1.79K
$993K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
200+ 266.67% |
$83.2K - $110K
|
275
$153K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
193+ 1.15% |
$80.3K - $106K
|
17K
$9.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
190+ 1.59% |
$79.1K - $105K
|
12.1K
$6.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
185+ 39.53% |
$77K - $102K
|
653
$363K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
182+ 2.12% |
$75.7K - $100K
|
8.75K
$4.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
180+ 29.27% |
$74.9K - $99.3K
|
795
$442K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
172+ 3.96% |
$71.6K - $94.9K
|
4.52K
$2.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
171+ 4.59% |
$71.1K - $94.3K
|
3.9K
$2.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
155+ 10.22% |
$64.5K - $85.5K
|
1.67K
$930K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
154+ 12.17% |
$64.1K - $85K
|
1.42K
$789K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
152+ 12.14% |
$63.2K - $83.8K
|
1.4K
$781K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
151+ 9.43% |
$62.8K - $83.3K
|
1.75K
$975K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
137+ 18.54% |
$57K - $75.6K
|
876
$487K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
121+ 2.56% |
$50.3K - $66.7K
|
4.85K
$2.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
116+ 1.88% |
$48.3K - $64K
|
6.3K
$3.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
114+ 5.59% |
$47.4K - $62.9K
|
2.16K
$1.2M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.53% |
$44.9K - $59.6K
|
20.7K
$11.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
101+ 3.37% |
$42K - $55.7K
|
3.1K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
98+ 0.21% |
$40.8K - $54.1K
|
47K
$26.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
93+ 1.12% |
$38.7K - $51.3K
|
8.4K
$4.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
88+ 5.23% |
$36.6K - $48.5K
|
1.77K
$986K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
84+ 0.3% |
$34.9K - $46.3K
|
28.5K
$15.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
78+ 11.1% |
$32.5K - $43K
|
781
$434K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
75New |
$31.2K - $41.4K
|
75
$41.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
57+ 0.71% |
$23.7K - $31.4K
|
8.03K
$4.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
54+ 3.59% |
$22.5K - $29.8K
|
1.56K
$868K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
46+ 1.19% |
$19.1K - $25.4K
|
3.9K
$2.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
46+ 0.98% |
$19.1K - $25.4K
|
4.74K
$2.63M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
41+ 2.21% |
$17.1K - $22.6K
|
1.9K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
40+ 7.77% |
$16.6K - $22.1K
|
555
$309K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
37+ 0.21% |
$15.4K - $20.4K
|
17.4K
$9.68M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
37+ 4.5% |
$15.4K - $20.4K
|
860
$478K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
36+ 3.93% |
$15K - $19.9K
|
951
$529K
|