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 3,572 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 $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
27,402
shares
|
$14.1 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
27,169
shares
|
$14 Million
2.34% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
27,106
shares
|
$13.9 Million
2.73% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
27,063
shares
|
$13.9 Million
1.22% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
27,020
shares
|
$13.9 Million
0.27% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
27,018
shares
|
$13.9 Million
1.64% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
26,866
shares
|
$13.8 Million
0.04% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
26,848
shares
|
$13.8 Million
12.57% of portfolio
|
Q4 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
26,800
shares
|
$13.8 Million
0.91% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
26,773
shares
|
$13.8 Million
8.83% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
26,772
shares
|
$13.8 Million
1.46% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
26,720
shares
|
$13.7 Million
3.45% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
26,712
shares
|
$13.7 Million
2.68% of portfolio
|
Q3 2024
Reduced 24.38%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
26,654
shares
|
$13.7 Million
7.18% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
26,632
shares
|
$13.7 Million
5.3% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
26,610
shares
|
$13.7 Million
9.82% of portfolio
|
Q1 2024
Added 10.03%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
26,608
shares
|
$13.7 Million
3.22% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
26,536
shares
|
$13.6 Million
2.85% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
26,482
shares
|
$13.6 Million
11.32% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
26,325
shares
|
$13.5 Million
5.07% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
26,312
shares
|
$13.5 Million
3.33% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
26,284
shares
|
$13.5 Million
0.82% of portfolio
|
Q3 2024
Reduced 42.68%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
26,212
shares
|
$13.5 Million
4.64% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
26,156
shares
|
$13.4 Million
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
26,071
shares
|
$13.4 Million
8.18% of portfolio
|
Q3 2024
Added 4.55%
|