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 3,698 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
20,250
shares
|
$10.7 Million
0.49% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
20,223
shares
|
$10.7 Million
0.64% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
20,218
shares
|
$10.7 Million
1.72% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
20,163
shares
|
$10.7 Million
3.42% of portfolio
|
Q4 2024
Reduced 20.75%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
20,141
shares
|
$10.7 Million
5.44% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
20,095
shares
|
$10.6 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Isomer Partners LP
New York, NY |
Feb 03, 2025 Q4 2024 |
20,000
shares
|
$10.6 Million
13.88% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
19,899
shares
|
$10.5 Million
3.88% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
19,824
shares
|
$10.5 Million
5.61% of portfolio
|
Q3 2024
Added 28.64%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
19,816
shares
|
$10.5 Million
1.7% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
19,802
shares
|
$10.5 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
19,800
shares
|
$10.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
19,758
shares
|
$10.5 Million
4.91% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
19,754
shares
|
$10.5 Million
0.5% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
19,678
shares
|
$10.4 Million
2.92% of portfolio
|
Q3 2024
Reduced 37.55%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
19,567
shares
|
$10.4 Million
0.03% of portfolio
|
Q4 2022
Added 13.62%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
19,566
shares
|
$10.4 Million
0.88% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
19,530
shares
|
$10.3 Million
5.73% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
19,519
shares
|
$10.3 Million
1.16% of portfolio
|
Q3 2024
Reduced 60.86%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
19,509
shares
|
$10.3 Million
2.92% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
19,484
shares
|
$10.3 Million
0.38% of portfolio
|
Q4 2024
Added 30.34%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
19,446
shares
|
$10.3 Million
1.05% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
19,362
shares
|
$10.2 Million
5.38% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
19,299
shares
|
$10.2 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
19,193
shares
|
$10.2 Million
1.03% of portfolio
|
Q4 2024
Added 0.01%
|