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 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.02K- 10.17% |
$602K - $649K
|
9.02K
$5.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-116- 10.21% |
$68.4K - $73.7K
|
1.02K
$616K
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-123- 6.18% |
$72.5K - $78.2K
|
1.87K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
370+ 11.61% |
$218K - $235K
|
3.56K
$2.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-11- 0.22% |
$6.48K - $6.99K
|
5.1K
$3.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-100- 21.93% |
$59K - $63.6K
|
356
$215K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-61- 4.55% |
$36K - $38.8K
|
1.28K
$773K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
851+ 21.29% |
$502K - $541K
|
4.85K
$2.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.77K- 32.56% |
$1.05M - $1.13M
|
3.67K
$2.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-8.09K- 72.22% |
$4.77M - $5.15M
|
3.11K
$1.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
216+ 1.87% |
$127K - $137K
|
11.8K
$7.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
423+ 11.89% |
$249K - $269K
|
3.98K
$2.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
25+ 4.95% |
$14.7K - $15.9K
|
530
$320K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.19K+ 9.86% |
$1.29M - $1.39M
|
24.4K
$14.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-61- 0.22% |
$36K - $38.8K
|
27.2K
$16.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.58K+ 18.51% |
$1.52M - $1.64M
|
16.5K
$9.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-182- 19.98% |
$107K - $116K
|
729
$440K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.16K+ 23.08% |
$683K - $737K
|
6.18K
$3.73M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
19.7K+ 26.48% |
$11.6M - $12.5M
|
94.2K
$56.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.43K- 3.12% |
$2.02M - $2.18M
|
107K
$64.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
43+ 0.45% |
$25.3K - $27.3K
|
9.55K
$5.77M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 13.74% |
$14.7K - $15.9K
|
157
$94.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 1.69% |
$590 - $636
|
60
$36.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-18- 0.57% |
$10.6K - $11.4K
|
3.16K
$1.91M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-70- 6.38% |
$41.3K - $44.5K
|
1.03K
$621K
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-125- 2.89% |
$73.7K - $79.5K
|
4.21K
$2.54M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 0.47% |
$5.9K - $6.36K
|
2.15K
$1.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
860+ 9.78% |
$507K - $547K
|
9.65K
$5.83M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-402- 1.24% |
$237K - $256K
|
32K
$19.3M
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
200+ 4.86% |
$118K - $127K
|
4.32K
$2.61M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 2.05% |
$29.5K - $31.8K
|
2.39K
$1.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
302+ 7.97% |
$178K - $192K
|
4.09K
$2.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-252- 13.76% |
$149K - $160K
|
1.58K
$953K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-33- 2.49% |
$19.5K - $21K
|
1.29K
$780K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
33+ 10.44% |
$19.5K - $21K
|
349
$211K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
943+ 1.58% |
$556K - $600K
|
60.7K
$36.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-146- 15.15% |
$86.1K - $92.8K
|
818
$494K
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.05K+ 4.93% |
$1.21M - $1.3M
|
43.7K
$26.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
4.35KNew |
$2.56M - $2.76M
|
4.35K
$2.62M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
3.02K+ 10.62% |
$1.78M - $1.92M
|
31.4K
$19M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
PUT |
800New |
$472K - $509K
|
800
$483K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
850+ 1.92% |
$501K - $540K
|
45.1K
$27.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1- 0.07% |
$590 - $636
|
1.5K
$904K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
PUT |
900New |
$531K - $572K
|
900
$543K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-345- 7.13% |
$203K - $219K
|
4.49K
$2.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
47+ 3.65% |
$27.7K - $29.9K
|
1.33K
$805K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.6K- 7.6% |
$941K - $1.01M
|
19.4K
$11.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
40+ 0.61% |
$23.6K - $25.4K
|
6.65K
$4.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
228+ 3.53% |
$134K - $145K
|
6.68K
$4.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
202+ 2.55% |
$119K - $128K
|
8.14K
$4.91M
|
|