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 3,893 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 $118 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
111 Capital
Paris, I0 |
Mar 18, 2025 Q4 2024 |
42,948
shares
|
$20.7 Million
4.61% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
42,802
shares
|
$20.6 Million
10.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
42,758
shares
|
$20.6 Million
5.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
42,479
shares
|
$20.4 Million
5.12% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
42,458
shares
|
$20.4 Million
2.25% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Myriad Asset Management Us LP
|
Jan 30, 2025 Q4 2024 |
42,432
shares
|
$20.4 Million
15.11% of portfolio
|
Q4 2024
Reduced 93.59%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
42,413
shares
|
$20.4 Million
0.73% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
42,284
shares
|
$20.3 Million
3.78% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
41,831
shares
|
$20.1 Million
1.28% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
41,796
shares
|
$20.1 Million
4.79% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
41,746
shares
|
$20.1 Million
2.66% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
41,596
shares
|
$20 Million
5.78% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
41,554
shares
|
$20 Million
12.37% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
41,516
shares
|
$20 Million
2.16% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
41,513
shares
|
$20 Million
6.12% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
41,400
shares
|
$19.9 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
41,377
shares
|
$19.9 Million
3.06% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
41,296
shares
|
$19.9 Million
6.64% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
41,293
shares
|
$19.9 Million
0.35% of portfolio
|
Q2 2024
Added 6.23%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
41,281
shares
|
$19.8 Million
7.28% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
41,269
shares
|
$19.8 Million
6.62% of portfolio
|
Q3 2023
Reduced 2.26%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
41,075
shares
|
$19.8 Million
1.96% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
41,031
shares
|
$19.7 Million
3.77% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
40,946
shares
|
$19.7 Million
11.75% of portfolio
|
Q4 2024
Added 86.86%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
40,706
shares
|
$19.6 Million
3.0% of portfolio
|
Q4 2024
Reduced 0.18%
|