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 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-24- 0.05% |
$9.99K - $13.2K
|
51.8K
$28.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-25- 0.39% |
$10.4K - $13.8K
|
6.43K
$3.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-26- 0.26% |
$10.8K - $14.3K
|
9.96K
$5.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-27- 0.35% |
$11.2K - $14.9K
|
7.7K
$4.28M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-29- 1.69% |
$12.1K - $16K
|
1.69K
$941K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-31- 5.04% |
$12.9K - $17.1K
|
584
$325K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-31- 0.18% |
$12.9K - $17.1K
|
17.5K
$9.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-40- 1.14% |
$16.6K - $22.1K
|
3.46K
$1.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-40- 2.26% |
$16.6K - $22.1K
|
1.73K
$964K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-41- 3.03% |
$17.1K - $22.6K
|
1.31K
$731K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-43- 5.18% |
$17.9K - $23.7K
|
787
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-45- 1.37% |
$18.7K - $24.8K
|
3.25K
$1.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-46- 2.53% |
$19.1K - $25.4K
|
1.78K
$987K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-47- 5.29% |
$19.6K - $25.9K
|
842
$468K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-51- 0.96% |
$21.2K - $28.1K
|
5.28K
$2.94M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-61- 0.26% |
$25.4K - $33.7K
|
23.6K
$13.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-62- 9.57% |
$25.8K - $34.2K
|
586
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-63- 3.07% |
$26.2K - $34.8K
|
1.99K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-69- 10.09% |
$28.7K - $38.1K
|
615
$342K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-69- 0.31% |
$28.7K - $38.1K
|
21.9K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-76- 2.53% |
$31.6K - $41.9K
|
2.93K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-78- 2.02% |
$32.5K - $43K
|
3.78K
$2.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-84- 8.48% |
$34.9K - $46.3K
|
907
$505K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-84- 0.19% |
$34.9K - $46.3K
|
44.5K
$24.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-86- 0.89% |
$35.8K - $47.4K
|
9.6K
$5.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-91- 2.61% |
$37.9K - $50.2K
|
3.4K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-100- 0.4% |
$41.6K - $55.2K
|
25.1K
$14M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-101- 0.87% |
$42K - $55.7K
|
11.4K
$6.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-105- 0.25% |
$43.7K - $57.9K
|
41.5K
$23.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-105- 5.87% |
$43.7K - $57.9K
|
1.69K
$937K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-128- 5.09% |
$53.3K - $70.6K
|
2.39K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-132- 0.18% |
$54.9K - $72.8K
|
73.6K
$40.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-133- 8.05% |
$55.3K - $73.4K
|
1.52K
$846K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-135- 1.71% |
$56.2K - $74.5K
|
7.75K
$4.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-142- 9.51% |
$59.1K - $78.3K
|
1.35K
$751K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-150- 3.06% |
$62.4K - $82.7K
|
4.75K
$2.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-151- 1.07% |
$62.8K - $83.3K
|
13.9K
$7.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-157- 5.39% |
$65.3K - $86.6K
|
2.75K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-167- 4.67% |
$69.5K - $92.1K
|
3.41K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-178- 14.38% |
$74.1K - $98.2K
|
1.06K
$590K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-182- 3.16% |
$75.7K - $100K
|
5.57K
$3.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-201- 2.34% |
$83.6K - $111K
|
8.4K
$4.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-204- 2.92% |
$84.9K - $113K
|
6.77K
$3.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-217- 17.66% |
$90.3K - $120K
|
1.01K
$563K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-222- 5.43% |
$92.4K - $122K
|
3.87K
$2.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-241- 13.74% |
$100K - $133K
|
1.51K
$842K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-257- 1.04% |
$107K - $142K
|
24.4K
$13.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-261- 1.81% |
$109K - $144K
|
14.1K
$7.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-273- 7.62% |
$114K - $151K
|
3.31K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-319- 1.5% |
$133K - $176K
|
20.9K
$11.6M
|