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 |
|---|---|---|---|---|---|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Jan 28, 2025 Q4 2024 |
27,908
shares
|
$14.8 Million
6.75% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
27,905
shares
|
$14.8 Million
0.6% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
27,787
shares
|
$14.7 Million
3.91% of portfolio
|
Q4 2024
Reduced 20.54%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
27,690
shares
|
$14.7 Million
14.06% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
27,680
shares
|
$14.6 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
27,406
shares
|
$14.5 Million
1.3% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
27,402
shares
|
$14.5 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
27,169
shares
|
$14.4 Million
2.34% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
27,139
shares
|
$14.4 Million
3.54% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
27,106
shares
|
$14.3 Million
2.73% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
27,018
shares
|
$14.3 Million
1.64% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
26,996
shares
|
$14.3 Million
8.48% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
26,848
shares
|
$14.2 Million
12.57% of portfolio
|
Q4 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
26,800
shares
|
$14.2 Million
0.91% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
26,773
shares
|
$14.2 Million
8.83% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
26,772
shares
|
$14.2 Million
1.46% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
26,720
shares
|
$14.1 Million
3.45% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
26,712
shares
|
$14.1 Million
2.68% of portfolio
|
Q3 2024
Reduced 24.38%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
26,654
shares
|
$14.1 Million
7.18% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
26,632
shares
|
$14.1 Million
5.3% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
26,610
shares
|
$14.1 Million
9.82% of portfolio
|
Q1 2024
Added 10.03%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
26,608
shares
|
$14.1 Million
3.22% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Cv Advisors LLC
Aventura, FL |
Feb 10, 2025 Q4 2024 |
26,572
shares
|
$14.1 Million
4.61% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
26,536
shares
|
$14 Million
2.85% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
26,482
shares
|
$14 Million
11.32% of portfolio
|
Q4 2024
Added 3.91%
|