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 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
50+ 2.91% |
$27.3K - $30.1K
|
1.77K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-757- 38.58% |
$414K - $456K
|
1.21K
$727K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
586+ 8.35% |
$321K - $353K
|
7.61K
$4.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.25K- 18.54% |
$681K - $750K
|
5.47K
$3.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
232+ 0.62% |
$127K - $140K
|
37.9K
$22.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
77New |
$42.1K - $46.4K
|
77
$46.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
PUT |
2.6KNew |
$1.42M - $1.57M
|
2.6K
$1.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
632+ 10.26% |
$346K - $381K
|
6.79K
$4.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.14% |
$4.38K - $4.82K
|
5.64K
$3.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.51K- 1.27% |
$824K - $908K
|
117K
$70.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
800New |
$438K - $482K
|
800
$483K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.4K+ 15.13% |
$768K - $845K
|
10.7K
$6.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-212- 2.8% |
$116K - $128K
|
7.35K
$4.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
52+ 1.67% |
$28.4K - $31.3K
|
3.17K
$1.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
44+ 0.83% |
$24.1K - $26.5K
|
5.34K
$3.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.04% |
$547 - $602
|
2.81K
$1.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-18- 1.14% |
$9.85K - $10.8K
|
1.56K
$944K
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
25+ 0.72% |
$13.7K - $15.1K
|
3.51K
$2.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
239+ 14.12% |
$131K - $144K
|
1.93K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.14% |
$4.92K - $5.42K
|
6.49K
$3.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
279+ 7.48% |
$153K - $168K
|
4.01K
$2.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 0.27% |
$1.64K - $1.81K
|
1.12K
$673K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-60- 10.34% |
$32.8K - $36.1K
|
520
$314K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.88K+ 7.14% |
$1.03M - $1.13M
|
28.2K
$17M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
400+ 38.76% |
$219K - $241K
|
1.43K
$864K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-72- 0.66% |
$39.4K - $43.4K
|
10.9K
$6.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
30+ 0.18% |
$16.4K - $18.1K
|
16.7K
$10.1M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
329+ 22.41% |
$180K - $198K
|
1.8K
$1.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
1.33KNew |
$725K - $799K
|
1.33K
$800K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2- 0.08% |
$1.09K - $1.2K
|
2.57K
$1.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-214- 21.99% |
$117K - $129K
|
759
$458K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-361- 0.98% |
$197K - $217K
|
36.3K
$21.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.94K+ 59.58% |
$1.06M - $1.17M
|
5.21K
$3.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-127- 25.3% |
$69.5K - $76.5K
|
375
$226K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-5.26K- 14.18% |
$2.88M - $3.17M
|
31.8K
$19.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
856+ 133.75% |
$468K - $515K
|
1.5K
$903K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.42K- 39.53% |
$1.32M - $1.45M
|
3.7K
$2.23M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.16K+ 291.46% |
$635K - $699K
|
1.56K
$941K
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-320- 2.71% |
$175K - $193K
|
11.5K
$6.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-1- 0.19% |
$547 - $602
|
531
$321K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.04K+ 1.69% |
$568K - $626K
|
62.7K
$37.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
118+ 0.7% |
$64.5K - $71.1K
|
16.9K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
132+ 16.99% |
$72.2K - $79.5K
|
909
$549K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
142+ 19.11% |
$77.7K - $85.5K
|
885
$534K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
19+ 0.69% |
$10.4K - $11.4K
|
2.78K
$1.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
8K+ 160.0% |
$4.38M - $4.82M
|
13K
$7.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
662+ 3.91% |
$362K - $399K
|
17.6K
$10.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-42- 3.98% |
$23K - $25.3K
|
1.01K
$611K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-136- 0.55% |
$74.4K - $81.9K
|
24.4K
$14.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-164- 0.5% |
$89.7K - $98.8K
|
32.3K
$19.5M
|
|