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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-68- 0.43% |
$37.2K - $40.9K
|
15.9K
$9.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
43+ 2.63% |
$23.5K - $25.9K
|
1.68K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-20- 0.41% |
$10.9K - $12K
|
4.8K
$2.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
461+ 2.44% |
$252K - $278K
|
19.4K
$11.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
405+ 1.81% |
$222K - $244K
|
22.8K
$13.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
19+ 19.0% |
$10.4K - $11.4K
|
119
$71.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
1New |
$547 - $602
|
1
$604
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
SELL
|
- |
-9.44K- 80.7% |
$5.16M - $5.69M
|
2.26K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
707+ 2.27% |
$387K - $426K
|
31.9K
$19.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-45- 4.63% |
$24.6K - $27.1K
|
927
$560K
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-204- 10.85% |
$112K - $123K
|
1.68K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
345New |
$189K - $208K
|
345
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
BUY
|
- |
713+ 75.61% |
$390K - $429K
|
1.66K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
9.38K+ 3.77% |
$5.13M - $5.65M
|
259K
$156M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
593+ 12.36% |
$324K - $357K
|
5.39K
$3.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
9+ 0.07% |
$4.92K - $5.42K
|
12.3K
$7.41M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-716- 3.8% |
$392K - $431K
|
18.1K
$10.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
246+ 2.13% |
$135K - $148K
|
11.8K
$7.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.71K- 3.37% |
$938K - $1.03M
|
49.2K
$29.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
18+ 1.49% |
$9.85K - $10.8K
|
1.23K
$742K
|
|
|
Oct 27, 2025
Q3 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
128+ 27.12% |
$70K - $77.1K
|
600
$362K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
65+ 2.41% |
$35.6K - $39.1K
|
2.77K
$1.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-307- 1.3% |
$168K - $185K
|
23.3K
$14.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
299KNew |
$163M - $180M
|
299K
$180M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-647- 0.57% |
$354K - $390K
|
112K
$67.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-617- 1.57% |
$337K - $372K
|
38.6K
$23.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3+ 0.29% |
$1.64K - $1.81K
|
1.05K
$631K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-474- 12.97% |
$259K - $285K
|
3.18K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
366+ 78.88% |
$200K - $220K
|
830
$501K
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
639+ 2.6% |
$350K - $385K
|
25.2K
$15.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-1.11K- 4.42% |
$608K - $669K
|
24K
$14.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-20- 1.19% |
$10.9K - $12K
|
1.66K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
350New |
$191K - $211K
|
350
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
94+ 9.73% |
$51.4K - $56.6K
|
1.06K
$640K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
293+ 1.53% |
$160K - $176K
|
19.5K
$11.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
725New |
$397K - $437K
|
725
$438K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-44- 0.72% |
$24.1K - $26.5K
|
6.04K
$3.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
9.6KNew |
$5.25M - $5.78M
|
9.6K
$5.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-41- 0.09% |
$22.4K - $24.7K
|
46.9K
$28.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-35- 0.12% |
$19.1K - $21.1K
|
28.2K
$17M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-97- 1.17% |
$53.1K - $58.4K
|
8.17K
$4.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
175+ 8.46% |
$95.7K - $105K
|
2.24K
$1.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.5K- 1.96% |
$820K - $903K
|
75K
$45.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-118- 18.85% |
$64.5K - $71.1K
|
508
$307K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-660- 52.72% |
$361K - $397K
|
592
$357K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
22.5KNew |
$12.3M - $13.6M
|
22.5K
$13.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
175+ 59.73% |
$95.7K - $105K
|
468
$283K
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-367- 5.82% |
$201K - $221K
|
5.94K
$3.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-174- 18.26% |
$95.2K - $105K
|
779
$470K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-303- 13.89% |
$166K - $182K
|
1.88K
$1.13M
|
|