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 |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
18,880
shares
|
$9 Million
0.13% of portfolio
|
Q4 2022
Added 10.38%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Mar 11, 2025 Q4 2024 |
18,870
shares
|
$9 Million
7.84% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
18,803
shares
|
$8.97 Million
0.33% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,782
shares
|
$8.96 Million
1.12% of portfolio
|
Q4 2024
Added 268.49%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
18,775
shares
|
$8.95 Million
0.38% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
18,767
shares
|
$8.95 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
18,766
shares
|
$8.95 Million
2.9% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
18,755
shares
|
$8.94 Million
2.0% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
18,741
shares
|
$8.94 Million
2.45% of portfolio
|
Q4 2024
Added 2185.49%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
18,592
shares
|
$8.87 Million
5.66% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Feb 19, 2025 Q4 2024 |
18,574
shares
|
$8.86 Million
8.58% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,536
shares
|
$8.84 Million
6.04% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
18,519
shares
|
$8.83 Million
1.48% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
18,514
shares
|
$8.83 Million
0.79% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
18,450
shares
|
$8.8 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
18,430
shares
|
$8.79 Million
5.36% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
18,408
shares
|
$8.78 Million
3.6% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
18,329
shares
|
$8.74 Million
1.29% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
18,295
shares
|
$8.73 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
|
$8.72 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
|
$8.68 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
18,189
shares
|
$8.67 Million
0.96% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
18,164
shares
|
$8.66 Million
4.28% of portfolio
|
Q4 2024
Reduced 38.62%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
18,049
shares
|
$8.61 Million
2.11% of portfolio
|
Q4 2024
Added 260.98%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
18,033
shares
|
$8.6 Million
0.16% of portfolio
|
Q4 2024
Added 160.59%
|