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 |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
35,723
shares
|
$18.7 Million
1.63% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
35,630
shares
|
$18.6 Million
1.07% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
35,610
shares
|
$18.6 Million
6.12% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
35,575
shares
|
$18.6 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
35,548
shares
|
$18.6 Million
3.13% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
35,418
shares
|
$18.5 Million
5.91% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
35,372
shares
|
$18.5 Million
10.36% of portfolio
|
Q2 2024
Reduced 57.03%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
35,351
shares
|
$18.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
35,332
shares
|
$18.5 Million
1.34% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
35,271
shares
|
$18.4 Million
7.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
35,218
shares
|
$18.4 Million
6.02% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
35,195
shares
|
$18.4 Million
4.22% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
35,096
shares
|
$18.4 Million
6.72% of portfolio
|
Q4 2024
Reduced 16.61%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
35,035
shares
|
$18.3 Million
8.82% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
34,868
shares
|
$18.2 Million
3.19% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
34,861
shares
|
$18.2 Million
2.17% of portfolio
|
Q1 2023
Reduced 4.14%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
34,699
shares
|
$18.1 Million
0.7% of portfolio
|
Q3 2024
Added 93.42%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
34,656
shares
|
$18.1 Million
0.87% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
34,649
shares
|
$18.1 Million
0.42% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
34,567
shares
|
$18.1 Million
10.67% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
34,355
shares
|
$18 Million
0.07% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
34,353
shares
|
$18 Million
0.91% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
34,286
shares
|
$17.9 Million
0.49% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
34,274
shares
|
$17.9 Million
7.18% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
34,013
shares
|
$17.8 Million
0.62% of portfolio
|
Q4 2024
Added 0.22%
|