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 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.08% |
$14.1K - $18.8K
|
43K
$23.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
28+ 2.83% |
$11.6K - $15.4K
|
1.02K
$565K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
25+ 1.47% |
$10.4K - $13.8K
|
1.73K
$960K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
19New |
$7.91K - $10.5K
|
19
$10.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
19+ 0.17% |
$7.91K - $10.5K
|
11K
$6.13M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
17+ 0.68% |
$7.07K - $9.38K
|
2.5K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
15+ 0.22% |
$6.24K - $8.27K
|
6.8K
$3.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
12+ 1.51% |
$4.99K - $6.62K
|
806
$448K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10+ 1.99% |
$4.16K - $5.52K
|
513
$285K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 0.24% |
$4.16K - $5.52K
|
4.13K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10+ 0.43% |
$4.16K - $5.52K
|
2.34K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.42% |
$3.74K - $4.96K
|
2.14K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.21% |
$3.33K - $4.41K
|
3.78K
$2.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
5+ 1.83% |
$2.08K - $2.76K
|
278
$155K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 1.17% |
$2.08K - $2.76K
|
431
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
4+ 0.55% |
$1.66K - $2.21K
|
736
$409K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.04% |
$1.25K - $1.65K
|
7.19K
$4M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3+ 0.03% |
$1.25K - $1.65K
|
10.3K
$5.73M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$832 - $1.1K
|
1.15K
$639K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
2+ 0.15% |
$832 - $1.1K
|
1.34K
$746K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.21% |
$832 - $1.1K
|
952
$530K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.05% |
$832 - $1.1K
|
3.82K
$2.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1+ 0.05% |
$416 - $552
|
1.98K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.04% |
$416 - $552
|
2.57K
$1.43M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.12% |
$416 - $552
|
804
$447K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1+ 0.11% |
$416 - $552
|
905
$503K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.03% |
$416 - $552
|
3.28K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1+ 0.04% |
$416 - $552
|
2.54K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$416 - $552
|
2.15K
$1.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.13% |
$416 - $552
|
774
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1- 0.14% |
$416 - $552
|
734
$408K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-2- 0.16% |
$832 - $1.1K
|
1.23K
$684K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2- 0.11% |
$832 - $1.1K
|
1.79K
$993K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-2- 0.24% |
$832 - $1.1K
|
815
$453K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-3- 0.05% |
$1.25K - $1.65K
|
5.46K
$3.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-4- 0.37% |
$1.66K - $2.21K
|
1.06K
$592K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-4- 0.49% |
$1.66K - $2.21K
|
816
$454K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5- 0.6% |
$2.08K - $2.76K
|
835
$464K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5- 0.71% |
$2.08K - $2.76K
|
703
$391K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-8- 0.36% |
$3.33K - $4.41K
|
2.22K
$1.23M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-10- 0.74% |
$4.16K - $5.52K
|
1.35K
$750K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.48% |
$4.16K - $5.52K
|
2.07K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-10- 1.61% |
$4.16K - $5.52K
|
613
$341K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-12- 1.18% |
$4.99K - $6.62K
|
1K
$558K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-14- 0.24% |
$5.82K - $7.72K
|
5.83K
$3.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-14- 0.65% |
$5.82K - $7.72K
|
2.15K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-15- 71.43% |
$6.24K - $8.27K
|
6
$3.34K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-16- 0.4% |
$6.66K - $8.83K
|
4K
$2.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-16- 1.13% |
$6.66K - $8.83K
|
1.4K
$778K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-23- 4.71% |
$9.57K - $12.7K
|
465
$259K
|