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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
19,054
shares
|
$9.99 Million
1.37% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
19,045
shares
|
$9.99 Million
4.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
19,037
shares
|
$9.98 Million
0.34% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
19,023
shares
|
$9.98 Million
3.22% of portfolio
|
Q4 2024
Added 399.55%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
18,971
shares
|
$9.95 Million
13.83% of portfolio
|
Q4 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
18,940
shares
|
$9.93 Million
5.53% of portfolio
|
Q2 2024
Added 4.8%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
18,917
shares
|
$9.92 Million
3.59% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
18,896
shares
|
$9.91 Million
3.05% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
18,880
shares
|
$9.9 Million
0.13% of portfolio
|
Q4 2022
Added 10.38%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
18,868
shares
|
$9.9 Million
0.0% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,840
shares
|
$9.88 Million
5.32% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
18,829
shares
|
$9.88 Million
2.82% of portfolio
|
Q3 2024
Added 26.89%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
18,803
shares
|
$9.86 Million
0.33% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
18,794
shares
|
$9.86 Million
0.78% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Little Harbor Advisors, LLC
|
Dec 03, 2024 Q3 2024 |
18,787
shares
|
$9.85 Million
5.7% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,782
shares
|
$9.85 Million
1.12% of portfolio
|
Q4 2024
Added 268.49%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
18,767
shares
|
$9.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
18,766
shares
|
$9.84 Million
2.9% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
18,755
shares
|
$9.84 Million
2.0% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
18,685
shares
|
$9.8 Million
0.05% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
18,602
shares
|
$9.76 Million
0.14% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
18,592
shares
|
$9.75 Million
5.66% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
18,542
shares
|
$9.72 Million
1.51% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,536
shares
|
$9.72 Million
6.04% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
18,519
shares
|
$9.71 Million
1.48% of portfolio
|
Q4 2024
Added 15.77%
|