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 |
|---|---|---|---|---|---|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
18,164
shares
|
$9.73 Million
4.28% of portfolio
|
Q4 2024
Reduced 38.62%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,111
shares
|
$9.71 Million
0.34% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
18,049
shares
|
$9.67 Million
2.11% of portfolio
|
Q4 2024
Added 260.98%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
18,022
shares
|
$9.66 Million
0.67% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
18,008
shares
|
$9.65 Million
0.92% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
17,991
shares
|
$9.64 Million
4.24% of portfolio
|
Q2 2023
Added 30393.22%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
17,913
shares
|
$9.6 Million
4.81% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
17,898
shares
|
$9.59 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
17,857
shares
|
$9.57 Million
1.23% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
17,838
shares
|
$9.56 Million
1.9% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
17,838
shares
|
$9.56 Million
8.51% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
17,816
shares
|
$9.55 Million
0.59% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
17,793
shares
|
$9.54 Million
0.03% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
17,762
shares
|
$9.52 Million
2.73% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
17,756
shares
|
$9.52 Million
1.86% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
17,750
shares
|
$9.51 Million
0.7% of portfolio
|
Q4 2024
Added 206.93%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
17,744
shares
|
$9.51 Million
4.09% of portfolio
|
Q4 2024
Added 51.4%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
17,730
shares
|
$9.5 Million
3.49% of portfolio
|
Q4 2024
New holding
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
17,700
shares
|
$9.49 Million
6.33% of portfolio
|
Q3 2024
Reduced 66.48%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,661
shares
|
$9.46 Million
4.34% of portfolio
|
Q4 2024
Reduced 23.83%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
17,636
shares
|
$9.45 Million
2.62% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
17,599
shares
|
$9.43 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
17,594
shares
|
$9.43 Million
1.66% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
17,560
shares
|
$9.41 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
17,469
shares
|
$9.36 Million
1.26% of portfolio
|
Q4 2024
New holding
|