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 3,883 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
19,649
shares
|
$9.37 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
19,627
shares
|
$9.36 Million
7.97% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
19,590
shares
|
$9.34 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
19,567
shares
|
$9.33 Million
0.03% of portfolio
|
Q4 2022
Added 13.62%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
19,566
shares
|
$9.33 Million
0.88% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
19,509
shares
|
$9.3 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
|
$9.29 Million
0.38% of portfolio
|
Q4 2024
Added 30.34%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
19,446
shares
|
$9.27 Million
1.05% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
19,432
shares
|
$9.27 Million
3.9% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
19,421
shares
|
$9.26 Million
0.0% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
19,362
shares
|
$9.23 Million
5.38% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
19,347
shares
|
$9.23 Million
5.87% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
19,299
shares
|
$9.2 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
19,274
shares
|
$9.19 Million
0.8% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
19,193
shares
|
$9.15 Million
1.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
19,085
shares
|
$9.1 Million
1.2% of portfolio
|
Q2 2023
Reduced 0.31%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
19,054
shares
|
$9.09 Million
1.37% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
19,045
shares
|
$9.08 Million
4.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
19,037
shares
|
$9.08 Million
0.34% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
19,023
shares
|
$9.07 Million
3.22% of portfolio
|
Q4 2024
Added 399.55%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
18,971
shares
|
$9.05 Million
13.83% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
18,952
shares
|
$9.04 Million
10.66% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,939
shares
|
$9.03 Million
5.28% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
18,890
shares
|
$9.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 73.76%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
18,883
shares
|
$9.01 Million
0.99% of portfolio
|
Q4 2024
Added 12.53%
|