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 3,637 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Isomer Partners LP
New York, NY |
Feb 03, 2025 Q4 2024 |
20,000
shares
|
$10.5 Million
13.88% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
19,899
shares
|
$10.5 Million
3.88% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
19,824
shares
|
$10.4 Million
5.61% of portfolio
|
Q3 2024
Added 28.64%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
19,816
shares
|
$10.4 Million
1.7% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
19,802
shares
|
$10.4 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
19,800
shares
|
$10.4 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
19,758
shares
|
$10.4 Million
4.91% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
19,754
shares
|
$10.4 Million
0.5% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
19,678
shares
|
$10.4 Million
2.92% of portfolio
|
Q3 2024
Reduced 37.55%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
19,567
shares
|
$10.3 Million
0.03% of portfolio
|
Q4 2022
Added 13.62%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
19,566
shares
|
$10.3 Million
0.88% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
19,530
shares
|
$10.3 Million
5.73% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
19,519
shares
|
$10.3 Million
1.16% of portfolio
|
Q3 2024
Reduced 60.86%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
19,484
shares
|
$10.3 Million
0.38% of portfolio
|
Q4 2024
Added 30.34%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
19,459
shares
|
$10.3 Million
0.26% of portfolio
|
Q3 2024
Added 4139.43%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
19,446
shares
|
$10.2 Million
1.05% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
19,299
shares
|
$10.2 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
19,275
shares
|
$10.2 Million
2.45% of portfolio
|
Q3 2024
Reduced 38.06%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
19,201
shares
|
$10.1 Million
3.07% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
19,193
shares
|
$10.1 Million
1.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
19,172
shares
|
$10.1 Million
2.78% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
19,145
shares
|
$10.1 Million
1.22% of portfolio
|
Q1 2023
Reduced 4.17%
|
|
|
Akuna Securities LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,062
shares
|
$10 Million
60.9% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
19,054
shares
|
$10 Million
1.37% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
19,045
shares
|
$10 Million
4.0% of portfolio
|
Q4 2024
Reduced 0.64%
|