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 |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,036
shares
|
$545,018
0.16% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1,035
shares
|
$544,492
0.07% of portfolio
|
Q4 2024
Added 4040.0%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
1,035
shares
|
$544,492
0.07% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
1,034
shares
|
$543,966
0.03% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
1,034
shares
|
$543,966
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
1,030
shares
|
$541,862
0.07% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,029
shares
|
$541,336
0.08% of portfolio
|
Q4 2024
Reduced 30.24%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
1,029
shares
|
$541,336
0.03% of portfolio
|
Q4 2024
Added 72.65%
|
|
|
Benson Investment Management Company, Inc.
|
Jan 13, 2025 Q4 2024 |
1,028
shares
|
$540,810
0.23% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
1,027
shares
|
$540,284
0.26% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
1,023
shares
|
$538,179
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
1,023
shares
|
$538,179
0.19% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
1,019
shares
|
$536,075
0.24% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,016
shares
|
$534,497
0.05% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,012
shares
|
$532,392
0.01% of portfolio
|
Q4 2024
Added 266.67%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
1,011
shares
|
$531,866
0.13% of portfolio
|
Q1 2023
Added 0.1%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
1,009
shares
|
$530,814
0.1% of portfolio
|
Q4 2024
Added 45.81%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
1,008
shares
|
$530,288
0.1% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
1,006
shares
|
$529,236
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,006
shares
|
$529,236
0.17% of portfolio
|
Q4 2024
Added 20.33%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
1,005
shares
|
$528,710
0.14% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,005
shares
|
$528,710
0.17% of portfolio
|
Q1 2024
Added 3.08%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,005
shares
|
$528,710
0.1% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
1,003
shares
|
$527,658
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
1,002
shares
|
$527,132
0.38% of portfolio
|
Q4 2024
Added 61.61%
|