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 |
|---|---|---|---|---|---|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
795
shares
|
$418,233
0.1% of portfolio
|
Q3 2024
Reduced 50.74%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
794
shares
|
$417,707
0.17% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
793
shares
|
$417,181
0.2% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
787
shares
|
$414,024
0.0% of portfolio
|
Q2 2024
Reduced 5.97%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
787
shares
|
$414,024
0.06% of portfolio
|
Q4 2024
Reduced 83.83%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
786
shares
|
$413,498
0.03% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
786
shares
|
$413,498
0.26% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
782
shares
|
$411,394
0.05% of portfolio
|
Q3 2024
Added 11.24%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
780
shares
|
$410,342
0.06% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
779
shares
|
$409,816
0.06% of portfolio
|
Q4 2024
Added 14.73%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
778
shares
|
$409,290
0.15% of portfolio
|
Q1 2022
Reduced 1.02%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
778
shares
|
$409,290
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
777
shares
|
$408,764
0.17% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
777
shares
|
$408,764
0.04% of portfolio
|
Q2 2024
Reduced 46.45%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
775
shares
|
$407,712
0.1% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
773
shares
|
$406,659
0.08% of portfolio
|
Q2 2024
Added 209.2%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
773
shares
|
$406,659
0.21% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
771
shares
|
$405,607
0.2% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
771
shares
|
$405,607
0.03% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
771
shares
|
$405,607
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
770
shares
|
$405,081
0.2% of portfolio
|
Q3 2020
Reduced 1.91%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
770
shares
|
$405,081
0.35% of portfolio
|
Q4 2024
Added 45.83%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
770
shares
|
$405,081
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
770
shares
|
$405,081
0.11% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
765
shares
|
$402,451
0.03% of portfolio
|
Q4 2024
Added 27.93%
|