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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,529
shares
|
$822,831
0.08% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,527
shares
|
$821,755
0.06% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
1,524
shares
|
$820,140
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
1,521
shares
|
$818,526
0.48% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,519
shares
|
$817,449
0.1% of portfolio
|
Q4 2024
Added 55.79%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,511
shares
|
$813,144
0.59% of portfolio
|
Q4 2024
Added 25.6%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
1,504
shares
|
$809,377
0.31% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
1,495
shares
|
$804,534
0.09% of portfolio
|
Q1 2024
Reduced 46.51%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
1,493
shares
|
$803,457
0.16% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
1,493
shares
|
$803,457
0.27% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,493
shares
|
$803,457
0.17% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
1,492
shares
|
$802,919
0.1% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,491
shares
|
$802,381
0.1% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
1,491
shares
|
$802,381
0.29% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,487
shares
|
$800,229
0.09% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
1,485
shares
|
$799,152
0.07% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
1,482
shares
|
$797,538
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
1,480
shares
|
$796,462
0.28% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
1,480
shares
|
$796,462
0.51% of portfolio
|
Q2 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
1,473
shares
|
$792,694
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
1,473
shares
|
$792,694
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
1,469
shares
|
$790,542
0.22% of portfolio
|
Q4 2023
Added 6.14%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
1,468
shares
|
$790,004
0.23% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
1,466
shares
|
$788,927
0.39% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
1,465
shares
|
$788,389
0.29% of portfolio
|
Q2 2024
Reduced 1.68%
|