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 3,783 institutions that hold shares in the stock, with a total of 237 Million shares, which have been reported (via 13F filing form) to have a value of $127 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
18,971
shares
|
$10.2 Million
13.83% of portfolio
|
Q4 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
18,940
shares
|
$10.1 Million
5.53% of portfolio
|
Q2 2024
Added 4.8%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,939
shares
|
$10.1 Million
5.28% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
18,896
shares
|
$10.1 Million
3.05% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
18,880
shares
|
$10.1 Million
0.13% of portfolio
|
Q4 2022
Added 10.38%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
18,803
shares
|
$10.1 Million
0.33% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
18,794
shares
|
$10.1 Million
0.78% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Little Harbor Advisors, LLC
|
Dec 03, 2024 Q3 2024 |
18,787
shares
|
$10.1 Million
5.7% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,782
shares
|
$10.1 Million
1.12% of portfolio
|
Q4 2024
Added 268.49%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
18,775
shares
|
$10.1 Million
0.38% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
18,767
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
18,766
shares
|
$10.1 Million
2.9% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
18,755
shares
|
$10.1 Million
2.0% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
18,592
shares
|
$9.96 Million
5.66% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
18,542
shares
|
$9.94 Million
1.51% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,536
shares
|
$9.93 Million
6.04% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
18,519
shares
|
$9.92 Million
1.48% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
18,514
shares
|
$9.92 Million
0.79% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
18,450
shares
|
$9.89 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
18,430
shares
|
$9.88 Million
5.36% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
18,329
shares
|
$9.82 Million
1.29% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
18,295
shares
|
$9.8 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
18,275
shares
|
$9.79 Million
1.52% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
18,200
shares
|
$9.75 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
18,189
shares
|
$9.75 Million
0.96% of portfolio
|
Q4 2024
Added 10.52%
|