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 |
|---|---|---|---|---|---|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
7,518
shares
|
$3.98 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,496
shares
|
$3.97 Million
1.23% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
7,487
shares
|
$3.96 Million
1.85% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
7,475
shares
|
$3.96 Million
3.1% of portfolio
|
Q2 2024
Reduced 43.48%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
7,469
shares
|
$3.95 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
7,452
shares
|
$3.94 Million
2.05% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
7,445
shares
|
$3.94 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
7,418
shares
|
$3.93 Million
3.19% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
7,402
shares
|
$3.92 Million
3.32% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
7,398
shares
|
$3.92 Million
0.79% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
7,370
shares
|
$3.9 Million
2.14% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
7,359
shares
|
$3.89 Million
0.97% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
7,358
shares
|
$3.89 Million
2.92% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
7,334
shares
|
$3.88 Million
0.14% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
7,313
shares
|
$3.87 Million
0.22% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,311
shares
|
$3.87 Million
0.79% of portfolio
|
Q1 2024
Added 338.57%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,309
shares
|
$3.87 Million
0.18% of portfolio
|
Q3 2022
Added 6.13%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
7,273
shares
|
$3.85 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
7,271
shares
|
$3.85 Million
0.88% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
7,265
shares
|
$3.85 Million
0.18% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
7,258
shares
|
$3.84 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
7,257
shares
|
$3.84 Million
1.01% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
7,252
shares
|
$3.84 Million
2.17% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
7,234
shares
|
$3.83 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
7,224
shares
|
$3.82 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.63%
|