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 |
|---|---|---|---|---|---|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
9,795
shares
|
$5.18 Million
3.29% of portfolio
|
Q3 2024
Reduced 89.1%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
9,774
shares
|
$5.17 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
9,761
shares
|
$5.17 Million
1.44% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
9,716
shares
|
$5.14 Million
4.42% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
9,711
shares
|
$5.14 Million
1.77% of portfolio
|
Q4 2024
Added 5417.61%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
9,706
shares
|
$5.14 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
9,698
shares
|
$5.13 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
9,692
shares
|
$5.13 Million
0.87% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
9,680
shares
|
$5.12 Million
0.12% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
9,670
shares
|
$5.12 Million
0.65% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
9,652
shares
|
$5.11 Million
1.3% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
9,650
shares
|
$5.11 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
9,644
shares
|
$5.1 Million
0.34% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
9,643
shares
|
$5.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
9,637
shares
|
$5.1 Million
4.46% of portfolio
|
Q3 2022
Reduced 1.76%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
9,628
shares
|
$5.1 Million
1.73% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
9,622
shares
|
$5.09 Million
1.31% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
9,616
shares
|
$5.09 Million
2.45% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
9,611
shares
|
$5.09 Million
4.72% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
9,611
shares
|
$5.09 Million
4.72% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
9,603
shares
|
$5.08 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
9,590
shares
|
$5.08 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
9,581
shares
|
$5.07 Million
0.33% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
9,554
shares
|
$5.06 Million
1.57% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
9,538
shares
|
$5.05 Million
0.73% of portfolio
|
Q4 2024
Added 49.66%
|