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 |
|---|---|---|---|---|---|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
16,898
shares
|
$8.86 Million
3.37% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
16,842
shares
|
$8.83 Million
1.08% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
16,824
shares
|
$8.82 Million
3.31% of portfolio
|
Q2 2023
Added 1.4%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
16,819
shares
|
$8.82 Million
0.77% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
16,781
shares
|
$8.8 Million
0.89% of portfolio
|
Q3 2024
Added 39.93%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
16,763
shares
|
$8.79 Million
2.04% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
16,743
shares
|
$8.78 Million
6.64% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
16,628
shares
|
$8.72 Million
0.33% of portfolio
|
Q4 2022
Reduced 4.68%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
16,539
shares
|
$8.67 Million
5.13% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
16,495
shares
|
$8.65 Million
0.65% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
16,467
shares
|
$8.64 Million
0.57% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
16,350
shares
|
$8.58 Million
1.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,179
shares
|
$8.49 Million
2.69% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
16,145
shares
|
$8.47 Million
3.55% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
16,090
shares
|
$8.44 Million
2.77% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
16,029
shares
|
$8.41 Million
2.47% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
16,015
shares
|
$8.4 Million
3.24% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
15,868
shares
|
$8.32 Million
5.85% of portfolio
|
Q3 2024
Reduced 24.01%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
15,836
shares
|
$8.31 Million
3.55% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
15,800
shares
|
$8.29 Million
0.97% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
15,777
shares
|
$8.27 Million
0.17% of portfolio
|
Q4 2024
Added 20.23%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
15,746
shares
|
$8.26 Million
4.77% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
15,744
shares
|
$8.26 Million
1.41% of portfolio
|
Q4 2024
Added 17.97%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
15,729
shares
|
$8.25 Million
5.24% of portfolio
|
Q4 2024
Added 27.48%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
15,649
shares
|
$8.21 Million
2.74% of portfolio
|
Q4 2024
Added 3029.8%
|