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 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
109+ 22.9% |
$59.6K - $65.6K
|
585
$353K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-735- 32.12% |
$402K - $443K
|
1.55K
$937K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
37+ 7.68% |
$20.2K - $22.3K
|
519
$313K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-1.52K- 71.35% |
$831K - $915K
|
610
$368K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
26+ 8.61% |
$14.2K - $15.7K
|
328
$198K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
SELL
|
PUT |
-3.6K- 12.0% |
$1.97M - $2.17M
|
26.4K
$15.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-10- 0.57% |
$5.47K - $6.02K
|
1.75K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-70- 0.46% |
$38.3K - $42.2K
|
15.1K
$9.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-43- 2.4% |
$23.5K - $25.9K
|
1.75K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
24+ 4.89% |
$13.1K - $14.5K
|
515
$311K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
1+ 0.08% |
$547 - $602
|
1.27K
$764K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-742- 3.33% |
$406K - $447K
|
21.5K
$13M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
229+ 0.42% |
$125K - $138K
|
54.6K
$33M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
365+ 5.33% |
$200K - $220K
|
7.21K
$4.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
9+ 0.26% |
$4.92K - $5.42K
|
3.41K
$2.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-13- 0.1% |
$7.11K - $7.83K
|
12.4K
$7.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.08K+ 9.88% |
$591K - $650K
|
12K
$7.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-199- 3.63% |
$109K - $120K
|
5.28K
$3.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-98- 0.67% |
$53.6K - $59K
|
14.4K
$8.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
220+ 2.46% |
$120K - $132K
|
9.16K
$5.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-27- 0.2% |
$14.8K - $16.3K
|
13.5K
$8.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
50+ 1.15% |
$27.3K - $30.1K
|
4.4K
$2.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.01K- 12.55% |
$550K - $606K
|
7.01K
$4.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-107- 14.52% |
$58.5K - $64.4K
|
630
$380K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
316+ 4.27% |
$173K - $190K
|
7.71K
$4.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
37+ 1.8% |
$20.2K - $22.3K
|
2.09K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
175+ 0.79% |
$95.7K - $105K
|
22.4K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
240+ 134.08% |
$131K - $145K
|
419
$253K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.12K+ 641.1% |
$2.8M - $3.08M
|
5.91K
$3.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
138+ 2.8% |
$75.5K - $83.1K
|
5.06K
$3.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-152K- 6.26% |
$83.1M - $91.4M
|
2.27M
$1.37B
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-400- 41.97% |
$219K - $241K
|
553
$334K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
97+ 0.55% |
$53.1K - $58.4K
|
17.6K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
12+ 0.24% |
$6.56K - $7.23K
|
5.05K
$3.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-1.47K- 11.79% |
$801K - $882K
|
11K
$6.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-50- 0.47% |
$27.3K - $30.1K
|
10.5K
$6.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
848+ 55.21% |
$464K - $511K
|
2.38K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 0.27% |
$1.64K - $1.81K
|
1.11K
$667K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-9- 1.86% |
$4.92K - $5.42K
|
475
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
50+ 8.31% |
$27.3K - $30.1K
|
652
$394K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-29- 0.28% |
$15.9K - $17.5K
|
10.3K
$6.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3- 0.35% |
$1.64K - $1.81K
|
848
$512K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-34- 1.93% |
$18.6K - $20.5K
|
1.73K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
77+ 7.04% |
$42.1K - $46.4K
|
1.17K
$707K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-829- 1.58% |
$453K - $499K
|
51.7K
$31.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-137- 19.88% |
$74.9K - $82.5K
|
552
$333K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-27- 1.66% |
$14.8K - $16.3K
|
1.6K
$966K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.71K+ 8.9% |
$2.03M - $2.24M
|
45.4K
$27.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-47- 1.52% |
$25.7K - $28.3K
|
3.04K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
323+ 0.94% |
$177K - $195K
|
34.5K
$20.8M
|
|