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 3,883 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
17,334
shares
|
$8.27 Million
1.51% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
17,332
shares
|
$8.27 Million
1.66% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
17,309
shares
|
$8.26 Million
0.19% of portfolio
|
Q1 2024
Reduced 17.92%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
17,309
shares
|
$8.26 Million
2.45% of portfolio
|
Q4 2024
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
17,224
shares
|
$8.21 Million
4.33% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
17,216
shares
|
$8.21 Million
0.18% of portfolio
|
Q4 2024
Added 66.02%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
17,209
shares
|
$8.21 Million
1.06% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
17,198
shares
|
$8.2 Million
5.54% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
17,169
shares
|
$8.19 Million
2.69% of portfolio
|
Q3 2023
Reduced 9.44%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
17,139
shares
|
$8.17 Million
2.86% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
17,137
shares
|
$8.17 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
17,110
shares
|
$8.16 Million
0.8% of portfolio
|
Q4 2020
Added 0.15%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
17,098
shares
|
$8.15 Million
0.21% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
17,093
shares
|
$8.15 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,076
shares
|
$8.14 Million
0.13% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Surience Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
17,044
shares
|
$8.13 Million
11.44% of portfolio
|
Q4 2024
Reduced 33.71%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
16,997
shares
|
$8.11 Million
2.56% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
16,989
shares
|
$8.1 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
16,983
shares
|
$8.1 Million
4.89% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
16,937
shares
|
$8.08 Million
5.55% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
16,922
shares
|
$8.07 Million
2.36% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
16,898
shares
|
$8.06 Million
3.37% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
16,824
shares
|
$8.02 Million
3.31% of portfolio
|
Q2 2023
Added 1.4%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
16,819
shares
|
$8.02 Million
0.77% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
16,763
shares
|
$7.99 Million
2.04% of portfolio
|
Q4 2024
Reduced 1.02%
|