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 3,843 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,599
shares
|
$860,501
0.53% of portfolio
|
Q3 2023
Reduced 18.38%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,598
shares
|
$859,963
0.07% of portfolio
|
Q4 2024
Reduced 23.8%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,597
shares
|
$859,425
0.15% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,595
shares
|
$858,349
0.21% of portfolio
|
Q4 2024
Reduced 19.97%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,595
shares
|
$858,349
0.18% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
1,595
shares
|
$858,349
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
1,592
shares
|
$856,734
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
1,584
shares
|
$852,429
0.23% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,583
shares
|
$851,891
0.01% of portfolio
|
Q4 2024
Reduced 13.26%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,582
shares
|
$851,353
0.17% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,580
shares
|
$850,277
0.34% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
1,577
shares
|
$848,662
0.08% of portfolio
|
Q4 2024
Added 17.6%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
1,576
shares
|
$848,124
0.03% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
1,574
shares
|
$847,048
0.24% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,573
shares
|
$846,509
0.23% of portfolio
|
Q3 2024
Added 50.1%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Feb 10, 2025 Q4 2024 |
1,562
shares
|
$840,590
0.58% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
1,561
shares
|
$840,052
0.48% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
1,557
shares
|
$837,899
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
1,556
shares
|
$837,361
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
1,546
shares
|
$831,979
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
1,542
shares
|
$829,827
0.4% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,541
shares
|
$829,289
0.58% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
1,541
shares
|
$829,289
0.1% of portfolio
|
Q4 2024
Added 44.83%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,538
shares
|
$827,674
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
1,537
shares
|
$827,136
0.04% of portfolio
|
Q4 2024
Reduced 3.15%
|