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 3,830 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $133 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
4,866
shares
|
$2.62 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
4,860
shares
|
$2.62 Million
0.17% of portfolio
|
Q4 2024
Added 11.47%
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
4,859
shares
|
$2.61 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
4,850
shares
|
$2.61 Million
1.5% of portfolio
|
Q4 2024
Added 8.45%
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
4,844
shares
|
$2.61 Million
0.68% of portfolio
|
Q4 2024
Added 4.96%
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
4,836
shares
|
$2.6 Million
0.22% of portfolio
|
Q4 2024
Added 3.87%
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
4,833
shares
|
$2.6 Million
0.44% of portfolio
|
Q1 2024
Added 200.56%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,815
shares
|
$2.59 Million
0.56% of portfolio
|
Q3 2024
Added 4.99%
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
4,805
shares
|
$2.59 Million
0.94% of portfolio
|
Q4 2024
Added 11.12%
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
4,804
shares
|
$2.59 Million
0.89% of portfolio
|
Q3 2024
Added 0.02%
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
4,802
shares
|
$2.58 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
4,786
shares
|
$2.58 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
4,785
shares
|
$2.58 Million
0.2% of portfolio
|
Q4 2024
Added 19.86%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,772
shares
|
$2.57 Million
0.29% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
4,765
shares
|
$2.56 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
4,752
shares
|
$2.56 Million
2.6% of portfolio
|
Q4 2024
New holding
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
4,746
shares
|
$2.55 Million
2.47% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
4,735
shares
|
$2.55 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
4,729
shares
|
$2.54 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
4,728
shares
|
$2.54 Million
0.41% of portfolio
|
Q2 2024
Reduced 14.46%
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
4,726
shares
|
$2.54 Million
1.4% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
4,720
shares
|
$2.54 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
4,717
shares
|
$2.54 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
4,710
shares
|
$2.53 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
4,708
shares
|
$2.53 Million
1.62% of portfolio
|
Q4 2024
Reduced 35.05%
|