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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
30+ 2.18% |
$12.5K - $16.5K
|
1.41K
$850K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
30+ 3.33% |
$12.5K - $16.5K
|
932
$563K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
641+ 14.09% |
$267K - $354K
|
5.19K
$3.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
SELL
|
- |
-1.64K- 48.75% |
$683K - $905K
|
1.73K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-10- 50.0% |
$4.16K - $5.52K
|
10
$6.04K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-926- 23.68% |
$385K - $511K
|
2.98K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
7.18KNew |
$2.99M - $3.96M
|
7.18K
$4.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
33+ 5.42% |
$13.7K - $18.2K
|
642
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-379- 45.12% |
$158K - $209K
|
461
$278K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.01K+ 9.51% |
$419K - $555K
|
11.6K
$6.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
28New |
$11.6K - $15.4K
|
28
$16.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-33- 26.61% |
$13.7K - $18.2K
|
91
$54.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
383New |
$159K - $211K
|
383
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22New |
$9.15K - $12.1K
|
22
$13.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
356New |
$148K - $196K
|
356
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
CALL |
-400- 66.67% |
$166K - $221K
|
200
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
394New |
$164K - $217K
|
394
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
175+ 673.08% |
$72.8K - $96.5K
|
201
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
367New |
$153K - $202K
|
367
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
4+ 0.23% |
$1.66K - $2.21K
|
1.77K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
143+ 4.09% |
$59.5K - $78.9K
|
3.64K
$2.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
398New |
$166K - $220K
|
398
$240K
|
|
|
Aug 11, 2025
Q2 2025
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.02KNew |
$422K - $560K
|
1.02K
$613K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.42% |
$416 - $552
|
241
$145K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
55+ 4.03% |
$22.9K - $30.3K
|
1.42K
$857K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-38- 8.78% |
$15.8K - $21K
|
395
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-554- 25.74% |
$230K - $306K
|
1.6K
$965K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
528+ 24.91% |
$220K - $291K
|
2.65K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
25New |
$10.4K - $13.8K
|
25
$15.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
339+ 163.77% |
$141K - $187K
|
546
$330K
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-25- 3.91% |
$10.4K - $13.8K
|
615
$371K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
29+ 6.64% |
$12.1K - $16K
|
466
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
684+ 4.48% |
$285K - $377K
|
16K
$9.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.39K+ 36.1% |
$3.07M - $4.08M
|
27.9K
$16.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
CALL |
100New |
$41.6K - $55.2K
|
100
$60.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-62- 5.03% |
$25.8K - $34.2K
|
1.17K
$706K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
265+ 52.58% |
$110K - $146K
|
769
$464K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
200+ 3.88% |
$83.2K - $110K
|
5.35K
$3.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.5K+ 4.16% |
$8.13M - $10.8M
|
489K
$295M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
15KNew |
$6.24M - $8.27M
|
15K
$9.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
853+ 72.04% |
$355K - $471K
|
2.04K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
128+ 17.78% |
$53.3K - $70.6K
|
848
$512K
|
|
|
Aug 08, 2025
Q2 2025
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
46KNew |
$19.1M - $25.4M
|
46K
$27.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-123- 23.88% |
$51.2K - $67.9K
|
392
$237K
|
|
|
Aug 07, 2025
Q2 2025
|
Carnegie Mellon University
|
BUY
|
- |
92+ 0.15% |
$38.3K - $50.8K
|
61K
$36.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Rose Asset Management, LP
New York, NY |
BUY
|
PUT |
100KNew |
$41.6M - $55.2M
|
100K
$60.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
144+ 21.98% |
$59.9K - $79.4K
|
799
$482K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$600K - $795K
|
1.44K
$870K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-3- 75.0% |
$1.25K - $1.65K
|
1
$604
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
350+ 19.6% |
$146K - $193K
|
2.14K
$1.29M
|
|