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 3,860 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 $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
2,495
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
2,492
shares
|
$1.31 Million
0.15% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
2,490
shares
|
$1.31 Million
0.16% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
2,488
shares
|
$1.31 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,488
shares
|
$1.31 Million
0.29% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
2,482
shares
|
$1.31 Million
0.18% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,471
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
2,468
shares
|
$1.3 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
2,460
shares
|
$1.29 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,459
shares
|
$1.29 Million
0.07% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
2,449
shares
|
$1.29 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
2,448
shares
|
$1.29 Million
0.45% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Granger Management LLC
|
Jan 17, 2025 Q4 2024 |
2,447
shares
|
$1.29 Million
0.28% of portfolio
|
Q4 2024
Reduced 84.95%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
2,447
shares
|
$1.29 Million
0.63% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
2,444
shares
|
$1.29 Million
0.63% of portfolio
|
Q4 2021
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,444
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
2,443
shares
|
$1.29 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,438
shares
|
$1.28 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,432
shares
|
$1.28 Million
0.13% of portfolio
|
Q2 2024
Reduced 14.18%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
2,427
shares
|
$1.28 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
2,423
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
2,423
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
2,416
shares
|
$1.27 Million
0.15% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
2,404
shares
|
$1.26 Million
0.26% of portfolio
|
Q4 2024
Added 154.93%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,401
shares
|
$1.26 Million
0.45% of portfolio
|
Q4 2024
Added 2.96%
|