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 3,681 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
52,551
shares
|
$27.5 Million
7.4% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
52,293
shares
|
$27.3 Million
1.89% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
52,284
shares
|
$27.3 Million
9.66% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
51,695
shares
|
$27 Million
7.65% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
51,417
shares
|
$26.9 Million
2.52% of portfolio
|
Q4 2024
Reduced 57.51%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
51,341
shares
|
$26.8 Million
5.11% of portfolio
|
Q4 2023
Added 1.68%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
51,173
shares
|
$26.8 Million
17.67% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
50,674
shares
|
$26.5 Million
4.2% of portfolio
|
Q4 2024
Added 34.84%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
50,367
shares
|
$26.3 Million
7.36% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
50,341
shares
|
$26.3 Million
5.05% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
50,316
shares
|
$26.3 Million
0.54% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
50,266
shares
|
$26.3 Million
5.31% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
50,208
shares
|
$26.3 Million
8.67% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
49,870
shares
|
$26.1 Million
2.66% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
49,865
shares
|
$26.1 Million
0.48% of portfolio
|
Q3 2024
Added 61.82%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
49,759
shares
|
$26 Million
3.82% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
49,751
shares
|
$26 Million
2.42% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
49,541
shares
|
$25.9 Million
1.81% of portfolio
|
Q2 2024
Reduced 9.14%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
49,510
shares
|
$25.9 Million
0.16% of portfolio
|
Q3 2024
Added 72.95%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
49,505
shares
|
$25.9 Million
6.74% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
49,246
shares
|
$25.8 Million
2.61% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
49,055
shares
|
$25.7 Million
1.46% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
48,874
shares
|
$25.6 Million
0.39% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
48,580
shares
|
$25.4 Million
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
48,453
shares
|
$25.3 Million
21.08% of portfolio
|
Q4 2024
Added 7.82%
|