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 3,698 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
10,593
shares
|
$5.61 Million
5.94% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
10,587
shares
|
$5.6 Million
1.0% of portfolio
|
Q4 2024
Added 57.71%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,585
shares
|
$5.6 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
10,584
shares
|
$5.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
10,582
shares
|
$5.6 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,559
shares
|
$5.59 Million
3.08% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
10,546
shares
|
$5.58 Million
3.49% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
10,521
shares
|
$5.57 Million
1.04% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
10,518
shares
|
$5.57 Million
1.14% of portfolio
|
Q4 2024
Added 17.38%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
10,514
shares
|
$5.56 Million
0.08% of portfolio
|
Q3 2022
Reduced 7.82%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
10,505
shares
|
$5.56 Million
2.2% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
10,500
shares
|
$5.56 Million
3.52% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
10,487
shares
|
$5.55 Million
2.49% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,463
shares
|
$5.54 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
10,429
shares
|
$5.52 Million
2.53% of portfolio
|
Q4 2023
Added 21.31%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
10,427
shares
|
$5.52 Million
1.0% of portfolio
|
Q3 2024
Added 112.28%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
10,403
shares
|
$5.51 Million
3.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
10,394
shares
|
$5.5 Million
0.96% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
10,369
shares
|
$5.49 Million
3.59% of portfolio
|
Q3 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
10,353
shares
|
$5.48 Million
0.78% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
10,305
shares
|
$5.45 Million
4.72% of portfolio
|
Q4 2024
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
10,301
shares
|
$5.45 Million
0.33% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
10,300
shares
|
$5.45 Million
0.08% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
10,290
shares
|
$5.45 Million
2.87% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
10,283
shares
|
$5.44 Million
3.01% of portfolio
|
Q3 2024
Reduced 5.26%
|