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 3,568 institutions that hold shares in the stock, with a total of 223 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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
31,516
shares
|
$16.7 Million
0.06% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
31,464
shares
|
$16.7 Million
4.23% of portfolio
|
Q3 2024
Reduced 63.17%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
31,459
shares
|
$16.7 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
31,315
shares
|
$16.6 Million
5.19% of portfolio
|
Q1 2024
Reduced 12.4%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
31,262
shares
|
$16.6 Million
5.36% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
31,230
shares
|
$16.5 Million
11.18% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
31,180
shares
|
$16.5 Million
0.57% of portfolio
|
Q3 2024
Added 24.49%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
31,118
shares
|
$16.5 Million
10.1% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
31,061
shares
|
$16.5 Million
1.21% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
30,909
shares
|
$16.4 Million
9.63% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
30,820
shares
|
$16.3 Million
7.33% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
30,786
shares
|
$16.3 Million
1.24% of portfolio
|
Q3 2024
Added 26.45%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
30,618
shares
|
$16.2 Million
3.03% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
30,578
shares
|
$16.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
30,428
shares
|
$16.1 Million
1.21% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
30,395
shares
|
$16.1 Million
1.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,372
shares
|
$16.1 Million
0.1% of portfolio
|
Q3 2024
Added 174.44%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
30,301
shares
|
$16 Million
10.3% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
30,279
shares
|
$16 Million
3.26% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
30,254
shares
|
$16 Million
6.8% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
30,247
shares
|
$16 Million
0.74% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
30,238
shares
|
$16 Million
4.12% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
30,210
shares
|
$16 Million
3.46% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
30,107
shares
|
$15.9 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
30,062
shares
|
$15.9 Million
1.89% of portfolio
|
Q3 2024
Reduced 3.55%
|