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 3,859 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 |
|---|---|---|---|---|---|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,144
shares
|
$1.69 Million
0.59% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
3,144
shares
|
$1.69 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
3,139
shares
|
$1.69 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
3,130
shares
|
$1.68 Million
0.09% of portfolio
|
Q2 2024
Reduced 33.08%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
3,130
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
3,127
shares
|
$1.68 Million
0.56% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
Feb 14, 2025 Q4 2024 |
3,127
shares
|
$1.68 Million
0.35% of portfolio
|
Q4 2024
Reduced 46.95%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,126
shares
|
$1.68 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
3,125
shares
|
$1.68 Million
0.36% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,125
shares
|
$1.68 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
3,115
shares
|
$1.67 Million
0.18% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
3,089
shares
|
$1.66 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,086
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2023
Reduced 9.53%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
3,085
shares
|
$1.66 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
3,085
shares
|
$1.66 Million
1.35% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
3,057
shares
|
$1.64 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
3,053
shares
|
$1.64 Million
0.21% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
3,051
shares
|
$1.64 Million
0.52% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,035
shares
|
$1.63 Million
1.07% of portfolio
|
Q4 2023
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
3,031
shares
|
$1.63 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3,031
shares
|
$1.63 Million
0.58% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,028
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
3,027
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
3,026
shares
|
$1.63 Million
0.78% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
3,024
shares
|
$1.62 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.11%
|