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 |
|---|---|---|---|---|---|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
2,072
shares
|
$1.09 Million
0.17% of portfolio
|
Q4 2024
Reduced 19.13%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,064
shares
|
$1.09 Million
0.49% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
2,063
shares
|
$1.09 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
2,061
shares
|
$1.08 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,058
shares
|
$1.08 Million
0.23% of portfolio
|
Q4 2024
Added 28.06%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,057
shares
|
$1.08 Million
1.28% of portfolio
|
Q3 2022
Reduced 5.12%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,049
shares
|
$1.08 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
2,048
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
2,047
shares
|
$1.08 Million
0.7% of portfolio
|
Q2 2024
Added 8.77%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
2,046
shares
|
$1.08 Million
0.44% of portfolio
|
Q4 2024
Added 27.24%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
2,035
shares
|
$1.07 Million
0.24% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,032
shares
|
$1.07 Million
0.33% of portfolio
|
Q1 2024
Reduced 7.64%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
2,022
shares
|
$1.06 Million
0.43% of portfolio
|
Q4 2024
Reduced 58.03%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
2,021
shares
|
$1.06 Million
0.61% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
2,016
shares
|
$1.06 Million
0.56% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
2,009
shares
|
$1.06 Million
0.31% of portfolio
|
Q4 2024
Added 43.6%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
2,006
shares
|
$1.06 Million
0.41% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
2,003
shares
|
$1.05 Million
0.54% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Castle Ark Alternatives, LLC
Chicago, IL |
Nov 18, 2022 Q3 2022 |
2,000
shares
|
$1.05 Million
4.58% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
1,992
shares
|
$1.05 Million
0.42% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
1,983
shares
|
$1.04 Million
0.2% of portfolio
|
Q1 2024
Added 101.73%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
1,983
shares
|
$1.04 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
1,978
shares
|
$1.04 Million
0.32% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
1,974
shares
|
$1.04 Million
0.12% of portfolio
|
Q4 2024
Reduced 17.3%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
1,974
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.9%
|