Institutional Ownership Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM). We have compiled data on the 1,142 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $28.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
8,159
shares
|
$2.05 Million
1.66% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
8,044
shares
|
$2.02 Million
1.07% of portfolio
|
Q3 2024
Added 167.69%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
7,982
shares
|
$2 Million
2.05% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
7,965
shares
|
$2 Million
1.42% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
7,920
shares
|
$1.99 Million
1.46% of portfolio
|
Q3 2025
Added 45.83%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
7,843
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
Added 18.06%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
7,814
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
7,794
shares
|
$1.95 Million
0.69% of portfolio
|
Q3 2025
Added 39.6%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 15, 2026 Q4 2025 |
7,617
shares
|
$1.91 Million
0.92% of portfolio
|
Q4 2025
Reduced 6.91%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
7,589
shares
|
$1.9 Million
0.03% of portfolio
|
Q4 2025
Reduced 54.91%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
7,566
shares
|
$1.9 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,499
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2025
Added 30.94%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
7,483
shares
|
$1.88 Million
0.85% of portfolio
|
Q3 2025
Added 16.0%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
7,461
shares
|
$1.87 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
7,424
shares
|
$1.86 Million
0.49% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
7,411
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
7,390
shares
|
$1.85 Million
1.25% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
7,348
shares
|
$1.84 Million
0.09% of portfolio
|
Q3 2025
Added 27.33%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
7,315
shares
|
$1.83 Million
0.17% of portfolio
|
Q3 2025
Added 455.01%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
7,239
shares
|
$1.81 Million
1.31% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Trinity Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
7,160
shares
|
$1.79 Million
0.66% of portfolio
|
Q4 2025
Added 12.31%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
7,142
shares
|
$1.79 Million
0.58% of portfolio
|
Q4 2025
Added 2.48%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
7,075
shares
|
$1.77 Million
0.67% of portfolio
|
Q3 2025
Reduced 28.07%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
7,074
shares
|
$1.77 Million
0.85% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
7,039
shares
|
$1.76 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.61%
|
|