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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
6,468
shares
|
$3.42 Million
2.55% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,432
shares
|
$3.4 Million
2.1% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
6,432
shares
|
$3.4 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,423
shares
|
$3.4 Million
1.07% of portfolio
|
Q4 2022
Added 1.98%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
6,401
shares
|
$3.39 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
6,400
shares
|
$3.39 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,399
shares
|
$3.39 Million
0.09% of portfolio
|
Q1 2023
Reduced 10.47%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
6,395
shares
|
$3.38 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
6,384
shares
|
$3.38 Million
1.74% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
6,381
shares
|
$3.38 Million
1.37% of portfolio
|
Q4 2024
Added 21.45%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
6,348
shares
|
$3.36 Million
0.17% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
6,347
shares
|
$3.36 Million
1.2% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
6,323
shares
|
$3.35 Million
2.56% of portfolio
|
Q4 2024
Added 113.9%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
6,316
shares
|
$3.34 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
6,301
shares
|
$3.33 Million
1.46% of portfolio
|
Q3 2024
Reduced 20.44%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,289
shares
|
$3.33 Million
0.87% of portfolio
|
Q3 2023
Added 1.19%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,285
shares
|
$3.33 Million
2.15% of portfolio
|
Q4 2024
Added 3803.73%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,282
shares
|
$3.32 Million
0.21% of portfolio
|
Q2 2022
Reduced 21.87%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
6,262
shares
|
$3.31 Million
2.83% of portfolio
|
Q4 2024
Added 34.67%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
6,220
shares
|
$3.29 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
6,206
shares
|
$3.28 Million
0.67% of portfolio
|
Q4 2022
Reduced 99.62%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
6,204
shares
|
$3.28 Million
1.85% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
6,187
shares
|
$3.27 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,185
shares
|
$3.27 Million
0.76% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
6,173
shares
|
$3.27 Million
0.01% of portfolio
|
Q1 2023
Added 172.84%
|