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 |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,000
shares
|
$526,080
0.17% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Jan 23, 2025 Q4 2024 |
996
shares
|
$523,975
22.46% of portfolio
|
Q4 2024
Reduced 98.15%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
996
shares
|
$523,975
0.41% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
994
shares
|
$522,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
994
shares
|
$522,923
0.1% of portfolio
|
Q4 2024
Added 36.35%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
992
shares
|
$521,871
0.23% of portfolio
|
Q2 2022
Added 3.77%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
990
shares
|
$520,819
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
985
shares
|
$518,188
0.2% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
984
shares
|
$517,662
0.1% of portfolio
|
Q4 2024
Added 30.33%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
980
shares
|
$515,558
0.08% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
979
shares
|
$515,032
0.06% of portfolio
|
Q4 2024
Added 59.45%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
977
shares
|
$513,980
0.51% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
975
shares
|
$512,928
0.65% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
974
shares
|
$512,401
0.15% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
969
shares
|
$509,771
0.28% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
967
shares
|
$508,719
0.11% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
967
shares
|
$508,719
0.27% of portfolio
|
Q4 2024
Added 27.57%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
961
shares
|
$505,562
0.1% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
961
shares
|
$505,562
0.17% of portfolio
|
Q4 2024
Added 71.3%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
961
shares
|
$505,562
0.08% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
960
shares
|
$505,036
0.34% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
960
shares
|
$505,036
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
960
shares
|
$505,036
0.21% of portfolio
|
Q4 2024
Added 24.35%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
960
shares
|
$505,036
0.01% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
959
shares
|
$504,510
0.12% of portfolio
|
Q4 2024
Reduced 10.54%
|