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 |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
930
shares
|
$489,254
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
928
shares
|
$488,202
0.05% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
928
shares
|
$488,202
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
927
shares
|
$487,676
0.23% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
926
shares
|
$487,150
0.31% of portfolio
|
Q3 2022
Reduced 32.65%
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
925
shares
|
$486,624
0.01% of portfolio
|
Q4 2024
Reduced 22.92%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
922
shares
|
$485,045
0.3% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
922
shares
|
$485,045
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
921
shares
|
$484,519
0.05% of portfolio
|
Q4 2024
Added 101.97%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
921
shares
|
$484,519
0.09% of portfolio
|
Q4 2024
Reduced 29.43%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
920
shares
|
$483,993
0.48% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
918
shares
|
$482,941
0.28% of portfolio
|
Q4 2023
Added 2.46%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
915
shares
|
$481,363
0.12% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
913
shares
|
$480,311
0.1% of portfolio
|
Q2 2023
Added 22.39%
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
913
shares
|
$480,311
0.46% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
911
shares
|
$479,258
1.1% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
910
shares
|
$478,732
0.15% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 07, 2025 Q4 2024 |
909
shares
|
$478,206
0.69% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
909
shares
|
$478,206
0.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
908
shares
|
$477,680
0.26% of portfolio
|
Q2 2024
Added 65.39%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
907
shares
|
$477,154
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
904
shares
|
$475,576
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
902
shares
|
$474,524
0.29% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
901
shares
|
$473,998
0.38% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
899
shares
|
$472,945
0.32% of portfolio
|
Q4 2024
Reduced 3.54%
|