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 3,854 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $132 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
3,257
shares
|
$1.76 Million
0.12% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
3,256
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
Reduced 24.23%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,253
shares
|
$1.76 Million
0.68% of portfolio
|
Q4 2024
Added 71.48%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
3,252
shares
|
$1.75 Million
1.35% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
3,244
shares
|
$1.75 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
3,242
shares
|
$1.75 Million
1.35% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
3,237
shares
|
$1.75 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
3,233
shares
|
$1.74 Million
0.08% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,227
shares
|
$1.74 Million
0.56% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,226
shares
|
$1.74 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,225
shares
|
$1.74 Million
0.27% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
3,219
shares
|
$1.74 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
3,207
shares
|
$1.73 Million
0.07% of portfolio
|
Q4 2024
Added 53.08%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
3,194
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 58.49%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
3,187
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
3,186
shares
|
$1.72 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Feb 19, 2025 Q4 2024 |
3,183
shares
|
$1.72 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
3,177
shares
|
$1.71 Million
0.63% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,177
shares
|
$1.71 Million
0.56% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
3,171
shares
|
$1.71 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
3,159
shares
|
$1.7 Million
0.99% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,150
shares
|
$1.7 Million
0.15% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
3,147
shares
|
$1.7 Million
0.09% of portfolio
|
Q4 2024
Added 32.01%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
3,147
shares
|
$1.7 Million
0.68% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
3,145
shares
|
$1.7 Million
0.76% of portfolio
|
Q4 2024
New holding
|