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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
17,085
shares
|
$9.04 Million
0.9% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,076
shares
|
$9.04 Million
0.13% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Surience Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
17,044
shares
|
$9.02 Million
11.44% of portfolio
|
Q4 2024
Reduced 33.71%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
16,997
shares
|
$9 Million
2.56% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
16,989
shares
|
$8.99 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
16,983
shares
|
$8.99 Million
4.89% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
16,937
shares
|
$8.96 Million
5.55% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
16,922
shares
|
$8.96 Million
2.36% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
16,898
shares
|
$8.94 Million
3.37% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
16,842
shares
|
$8.91 Million
1.08% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
16,824
shares
|
$8.9 Million
3.31% of portfolio
|
Q2 2023
Added 1.4%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
16,819
shares
|
$8.9 Million
0.77% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
16,781
shares
|
$8.88 Million
0.89% of portfolio
|
Q3 2024
Added 39.93%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
16,763
shares
|
$8.87 Million
2.04% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
16,745
shares
|
$8.86 Million
9.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
16,743
shares
|
$8.86 Million
6.64% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
16,628
shares
|
$8.8 Million
0.33% of portfolio
|
Q4 2022
Reduced 4.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
16,545
shares
|
$8.76 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
16,539
shares
|
$8.75 Million
5.13% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
16,495
shares
|
$8.73 Million
0.65% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
16,467
shares
|
$8.72 Million
0.57% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
16,350
shares
|
$8.65 Million
1.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
16,303
shares
|
$8.63 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,179
shares
|
$8.56 Million
2.69% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
16,145
shares
|
$8.54 Million
3.55% of portfolio
|
Q4 2024
Reduced 0.72%
|