Purchases and Sales Made in Q4 2025 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
712K+ 68.59% |
$420M - $453M
|
1.75M
$1.06B
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
208K+ 1744.85% |
$123M - $132M
|
220K
$133M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
77.1K+ 56.44% |
$45.5M - $49M
|
214K
$129M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
46.4K+ 10.32% |
$27.3M - $29.5M
|
496K
$299M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43.9K+ 40.32% |
$25.9M - $27.9M
|
153K
$92.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
35.6K+ 174.17% |
$21M - $22.6M
|
56K
$33.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
34.3KNew |
$20.2M - $21.8M
|
34.3K
$20.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.2K+ 26.07% |
$19.6M - $21.1M
|
161K
$97M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
31.7KNew |
$18.7M - $20.1M
|
31.7K
$19.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
24.4K+ 422.72% |
$14.4M - $15.5M
|
30.2K
$18.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
23.5K+ 19.66% |
$13.9M - $15M
|
143K
$86.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
19.7K+ 26.48% |
$11.6M - $12.5M
|
94.2K
$56.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
18.8KNew |
$11.1M - $12M
|
18.8K
$11.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
18.1KNew |
$10.7M - $11.5M
|
18.1K
$10.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
17.6K+ 293.37% |
$10.4M - $11.2M
|
23.7K
$14.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
17.5K+ 163.87% |
$10.3M - $11.1M
|
28.2K
$17M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
14.7K+ 694.43% |
$8.67M - $9.35M
|
16.8K
$10.2M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
14.7KNew |
$8.66M - $9.34M
|
14.7K
$8.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
12KNew |
$7.1M - $7.65M
|
12K
$7.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Split Rock Private Trading & Wealth Management, LLC
Cloquet, MN |
BUY
|
- |
11.7KNew |
$6.91M - $7.45M
|
11.7K
$7.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Element Squared LLC
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$6.55M - $7.06M
|
11.1K
$6.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.3K+ 1.81% |
$6.08M - $6.56M
|
580K
$350M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.3K+ 67.18% |
$6.06M - $6.53M
|
25.6K
$15.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.2K+ 38.58% |
$6.02M - $6.49M
|
36.7K
$22.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
9.59K+ 25.85% |
$5.65M - $6.1M
|
46.7K
$28.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
9.5K+ 53.67% |
$5.6M - $6.04M
|
27.2K
$16.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
9.01K+ 26.25% |
$5.31M - $5.73M
|
43.3K
$26.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8.97K+ 30.32% |
$5.29M - $5.7M
|
38.6K
$23.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
8.88KNew |
$5.23M - $5.64M
|
8.88K
$5.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
7.99K+ 20.03% |
$4.71M - $5.08M
|
47.9K
$28.9M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.44K+ 4.54% |
$4.39M - $4.73M
|
171K
$103M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
7.3K+ 24.68% |
$4.3M - $4.64M
|
36.9K
$22.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
7.28K+ 67.95% |
$4.29M - $4.63M
|
18K
$10.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.14K+ 2.73% |
$3.62M - $3.91M
|
232K
$140M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.05K+ 296.32% |
$3.56M - $3.84M
|
8.09K
$4.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
6.01KNew |
$3.54M - $3.82M
|
6.01K
$3.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5.49K+ 14.78% |
$3.24M - $3.49M
|
42.6K
$25.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
5.15KNew |
$3.03M - $3.27M
|
5.15K
$3.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
5.02K+ 18.01% |
$2.96M - $3.19M
|
32.9K
$19.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.77K+ 60.5% |
$2.81M - $3.03M
|
12.7K
$7.64M
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.44K+ 15.28% |
$2.62M - $2.82M
|
33.5K
$20.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
4.35KNew |
$2.56M - $2.76M
|
4.35K
$2.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.18K+ 9.31% |
$2.46M - $2.65M
|
49K
$29.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.05K+ 38.62% |
$2.39M - $2.57M
|
14.5K
$8.77M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
4.02KNew |
$2.37M - $2.56M
|
4.02K
$2.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
3.95K+ 142.88% |
$2.33M - $2.51M
|
6.71K
$4.05M
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
3.91K+ 189.84% |
$2.3M - $2.48M
|
5.96K
$3.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.79K+ 56.59% |
$2.24M - $2.41M
|
10.5K
$6.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.58K+ 43.19% |
$2.11M - $2.28M
|
11.9K
$7.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
3.43K+ 0.98% |
$2.02M - $2.18M
|
354K
$213M
|
|