Institutional Ownership Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ). We have compiled data on the 3,860 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
1,561
shares
|
$821,210
0.48% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
1,556
shares
|
$818,580
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
1,546
shares
|
$813,319
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
1,542
shares
|
$811,215
0.4% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,541
shares
|
$810,689
0.58% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
1,541
shares
|
$810,689
0.1% of portfolio
|
Q4 2024
Added 44.83%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,538
shares
|
$809,111
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
1,537
shares
|
$808,584
0.04% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,529
shares
|
$804,376
0.08% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
1,524
shares
|
$801,745
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
1,521
shares
|
$800,167
0.48% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,519
shares
|
$799,115
0.1% of portfolio
|
Q4 2024
Added 55.79%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
1,514
shares
|
$796,485
0.13% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,511
shares
|
$794,906
0.59% of portfolio
|
Q4 2024
Added 25.6%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
1,504
shares
|
$791,224
0.31% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
1,495
shares
|
$786,489
0.09% of portfolio
|
Q1 2024
Reduced 46.51%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
1,493
shares
|
$785,437
0.16% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
1,493
shares
|
$785,437
0.27% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,493
shares
|
$785,437
0.17% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
1,492
shares
|
$784,911
0.1% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,491
shares
|
$784,385
0.1% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
1,491
shares
|
$784,385
0.29% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,487
shares
|
$782,280
0.09% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
1,485
shares
|
$781,228
0.07% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
1,482
shares
|
$779,650
0.82% of portfolio
|
Q4 2024
New holding
|