Latest Institutional Transactions on Invesco Qqq Trust, Series 1 (QQQ)
This table provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2+ 0.11% |
$1.18K - $1.27K
|
1.9K
$1.14M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
35+ 0.99% |
$20.6K - $22.3K
|
3.57K
$2.16M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
520+ 2.58% |
$307K - $331K
|
20.7K
$12.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Element Squared LLC
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$6.55M - $7.06M
|
11.1K
$6.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
21+ 0.37% |
$12.4K - $13.4K
|
5.75K
$3.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
715+ 9.91% |
$421K - $455K
|
7.93K
$4.79M
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.07K+ 6.09% |
$630K - $679K
|
18.6K
$11.2M
|
|
|
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
|
1900 Wealth Management LLC
|
SELL
|
- |
-86- 5.52% |
$50.7K - $54.7K
|
1.47K
$889K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.2K+ 26.07% |
$19.6M - $21.1M
|
161K
$97M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
11.4K+ 760.0% |
$6.72M - $7.25M
|
12.9K
$7.79M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
76+ 0.96% |
$44.8K - $48.3K
|
8.01K
$4.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.26K- 20.65% |
$2.51M - $2.71M
|
16.4K
$9.88M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3+ 0.16% |
$1.77K - $1.91K
|
1.88K
$1.14M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.57K+ 538.16% |
$1.51M - $1.63M
|
3.04K
$1.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
145+ 24.79% |
$85.5K - $92.2K
|
730
$441K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
SELL
|
- |
-21- 0.55% |
$12.4K - $13.4K
|
3.77K
$2.27M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.33K+ 13.66% |
$1.97M - $2.12M
|
27.7K
$16.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
539+ 2.31% |
$318K - $343K
|
23.9K
$14.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Sara Bay Financial
|
SELL
|
- |
-250- 24.73% |
$147K - $159K
|
761
$459K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-52- 0.38% |
$30.7K - $33.1K
|
13.6K
$8.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
68+ 0.4% |
$40.1K - $43.2K
|
17.2K
$10.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 4.41% |
$1.13M - $1.22M
|
45.5K
$27.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.14K+ 2.73% |
$3.62M - $3.91M
|
232K
$140M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
53+ 0.98% |
$31.2K - $33.7K
|
5.46K
$3.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-158- 1.42% |
$93.1K - $100K
|
11K
$6.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3- 0.23% |
$1.77K - $1.91K
|
1.28K
$770K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.22K- 22.75% |
$721K - $778K
|
4.15K
$2.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
916+ 5.12% |
$540K - $582K
|
18.8K
$11.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
567+ 0.69% |
$334K - $360K
|
82.7K
$49.9M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.38K- 4.6% |
$814K - $877K
|
28.6K
$17.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-40- 5.45% |
$23.6K - $25.4K
|
694
$419K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
61+ 36.31% |
$36K - $38.8K
|
229
$138K
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-9- 0.54% |
$5.31K - $5.72K
|
1.67K
$1.01M
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
81+ 7.37% |
$47.7K - $51.5K
|
1.18K
$712K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
317+ 1.01% |
$187K - $202K
|
31.9K
$19.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
850+ 7.42% |
$501K - $540K
|
12.3K
$7.43M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
200+ 13.23% |
$118K - $127K
|
1.71K
$1.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.16% |
$2.95K - $3.18K
|
3.19K
$1.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
918+ 12.78% |
$541K - $584K
|
8.1K
$4.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
189+ 10.7% |
$111K - $120K
|
1.96K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
98+ 12.88% |
$57.8K - $62.3K
|
859
$519K
|
|
|
Jan 20, 2026
Q4 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
332+ 1.12% |
$196K - $211K
|
30.1K
$18.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
150+ 1.55% |
$88.4K - $95.4K
|
9.81K
$5.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.09K+ 5.29% |
$643K - $694K
|
21.7K
$13.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
427New |
$252K - $271K
|
427
$258K
|
|
|
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 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
PUT |
100New |
$59K - $63.6K
|
100
$60.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 8.03% |
$790K - $852K
|
18K
$10.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
935New |
$551K - $594K
|
935
$564K
|
|