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 |
|---|---|---|---|---|---|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
32,080
shares
|
$16.8 Million
4.5% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
31,974
shares
|
$16.7 Million
7.57% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
31,955
shares
|
$16.7 Million
9.9% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
31,939
shares
|
$16.7 Million
1.48% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
31,902
shares
|
$16.7 Million
13.66% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
31,530
shares
|
$16.5 Million
2.28% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
31,464
shares
|
$16.5 Million
4.23% of portfolio
|
Q3 2024
Reduced 63.17%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
31,459
shares
|
$16.5 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
31,315
shares
|
$16.4 Million
5.19% of portfolio
|
Q1 2024
Reduced 12.4%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
31,230
shares
|
$16.3 Million
11.18% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
31,118
shares
|
$16.3 Million
10.1% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
30,919
shares
|
$16.2 Million
1.29% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
30,909
shares
|
$16.2 Million
9.63% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
30,890
shares
|
$16.2 Million
1.46% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
30,843
shares
|
$16.1 Million
5.71% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
30,770
shares
|
$16.1 Million
2.23% of portfolio
|
Q4 2024
Reduced 30.25%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
30,618
shares
|
$16 Million
3.03% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
30,578
shares
|
$16 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
30,501
shares
|
$15.9 Million
2.34% of portfolio
|
Q4 2024
Reduced 21.31%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
30,455
shares
|
$15.9 Million
6.67% of portfolio
|
Q4 2024
Added 149.77%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,372
shares
|
$15.9 Million
0.1% of portfolio
|
Q3 2024
Added 174.44%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
30,301
shares
|
$15.8 Million
10.3% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
30,279
shares
|
$15.8 Million
3.26% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
30,259
shares
|
$15.8 Million
0.82% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
30,254
shares
|
$15.8 Million
6.8% of portfolio
|
Q4 2024
New holding
|