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 |
---|---|---|---|---|---|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
4,507
shares
|
$2.43 Million
0.51% of portfolio
|
Q4 2024
Added 39.32%
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
4,505
shares
|
$2.42 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
4,459
shares
|
$2.4 Million
2.04% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
4,455
shares
|
$2.4 Million
0.74% of portfolio
|
Q4 2024
Added 14.32%
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
4,435
shares
|
$2.39 Million
0.43% of portfolio
|
Q4 2024
Added 0.14%
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
4,435
shares
|
$2.39 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,419
shares
|
$2.38 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,415
shares
|
$2.38 Million
1.05% of portfolio
|
Q4 2024
Added 8.08%
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
4,410
shares
|
$2.37 Million
0.14% of portfolio
|
Q4 2024
Added 16.79%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
4,386
shares
|
$2.36 Million
0.2% of portfolio
|
Q4 2024
Reduced 53.01%
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
4,385
shares
|
$2.36 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,376
shares
|
$2.35 Million
0.25% of portfolio
|
Q2 2023
Added 2.36%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
4,375
shares
|
$2.35 Million
0.48% of portfolio
|
Q4 2024
Added 6.73%
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,374
shares
|
$2.35 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,374
shares
|
$2.35 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
4,366
shares
|
$2.35 Million
1.79% of portfolio
|
Q1 2024
Added 0.44%
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
4,340
shares
|
$2.34 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,328
shares
|
$2.33 Million
0.78% of portfolio
|
Q3 2024
Added 180.86%
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
4,326
shares
|
$2.33 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
4,315
shares
|
$2.32 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
4,312
shares
|
$2.32 Million
0.51% of portfolio
|
Q4 2024
Added 4.03%
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,307
shares
|
$2.32 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
4,304
shares
|
$2.32 Million
1.89% of portfolio
|
Q4 2024
Added 1.03%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,292
shares
|
$2.31 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,289
shares
|
$2.31 Million
0.45% of portfolio
|
Q4 2024
Reduced 87.41%
|