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 3,845 institutions that hold shares in the stock, with a total of 249 Million shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,716
shares
|
$2 Million
0.17% of portfolio
|
Q2 2024
Added 99.89%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
3,704
shares
|
$2 Million
0.46% of portfolio
|
Q1 2024
Reduced 11.54%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
3,700
shares
|
$2 Million
0.27% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
3,686
shares
|
$1.99 Million
0.51% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Feb 14, 2025 Q4 2024 |
3,678
shares
|
$1.98 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
3,659
shares
|
$1.97 Million
0.52% of portfolio
|
Q4 2024
Added 507.81%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
3,658
shares
|
$1.97 Million
0.67% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
3,655
shares
|
$1.97 Million
1.22% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
3,636
shares
|
$1.96 Million
0.61% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
3,635
shares
|
$1.96 Million
0.54% of portfolio
|
Q4 2024
Reduced 59.77%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
3,618
shares
|
$1.95 Million
0.59% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,610
shares
|
$1.95 Million
0.63% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
3,606
shares
|
$1.94 Million
1.08% of portfolio
|
Q4 2024
Added 609.84%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
3,605
shares
|
$1.94 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
3,603
shares
|
$1.94 Million
0.3% of portfolio
|
Q4 2024
Reduced 16.19%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
3,603
shares
|
$1.94 Million
0.99% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
F&V Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,603
shares
|
$1.94 Million
0.48% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
3,600
shares
|
$1.94 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,598
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 31.22%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
3,593
shares
|
$1.94 Million
0.27% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,589
shares
|
$1.94 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.66%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
3,589
shares
|
$1.94 Million
0.18% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
3,581
shares
|
$1.93 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
3,579
shares
|
$1.93 Million
0.63% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
3,571
shares
|
$1.93 Million
0.19% of portfolio
|
Q4 2024
Added 23.91%
|