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 3,854 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 $132 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
1,480
shares
|
$798,489
0.28% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
1,480
shares
|
$798,489
0.51% of portfolio
|
Q2 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
1,475
shares
|
$795,792
0.7% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
1,475
shares
|
$795,792
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
1,473
shares
|
$794,712
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
1,473
shares
|
$794,712
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
1,469
shares
|
$792,554
0.22% of portfolio
|
Q4 2023
Added 6.14%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
1,468
shares
|
$792,015
0.23% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
1,466
shares
|
$790,936
0.39% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
1,465
shares
|
$790,396
0.29% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
1,463
shares
|
$789,317
0.51% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
1,462
shares
|
$788,778
0.27% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,461
shares
|
$788,238
0.13% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,460
shares
|
$787,699
0.03% of portfolio
|
Q4 2022
Reduced 21.51%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
1,459
shares
|
$787,159
0.45% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
Feb 13, 2023 Q4 2022 |
1,455
shares
|
$785,001
0.77% of portfolio
|
Q4 2022
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
1,455
shares
|
$785,001
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
1,455
shares
|
$785,001
0.28% of portfolio
|
Q3 2024
Reduced 29.64%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,453
shares
|
$783,922
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
1,452
shares
|
$783,383
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
1,451
shares
|
$782,843
0.19% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
1,451
shares
|
$782,843
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,450
shares
|
$782,304
0.14% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
1,444
shares
|
$779,066
0.11% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,442
shares
|
$777,987
0.14% of portfolio
|
Q1 2024
New holding
|