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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
13,922
shares
|
$7.37 Million
2.4% of portfolio
|
Q4 2024
Added 57.99%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Jan 21, 2025 Q4 2024 |
13,918
shares
|
$7.37 Million
1.46% of portfolio
|
Q4 2024
Reduced 27.1%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
13,872
shares
|
$7.34 Million
0.15% of portfolio
|
Q3 2024
Reduced 52.8%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
13,845
shares
|
$7.33 Million
0.13% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
13,845
shares
|
$7.33 Million
0.72% of portfolio
|
Q4 2024
Added 143.88%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Feb 06, 2025 Q4 2024 |
13,818
shares
|
$7.31 Million
2.7% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
13,742
shares
|
$7.27 Million
4.24% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
13,740
shares
|
$7.27 Million
1.05% of portfolio
|
Q3 2024
Reduced 25.94%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
13,704
shares
|
$7.25 Million
6.22% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
13,697
shares
|
$7.25 Million
1.24% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
13,652
shares
|
$7.23 Million
0.79% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
13,648
shares
|
$7.22 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
13,639
shares
|
$7.22 Million
2.44% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,628
shares
|
$7.21 Million
1.26% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
13,565
shares
|
$7.18 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
13,542
shares
|
$7.17 Million
1.12% of portfolio
|
Q4 2024
Added 71.03%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
13,470
shares
|
$7.13 Million
3.84% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
13,457
shares
|
$7.12 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
13,353
shares
|
$7.07 Million
0.67% of portfolio
|
Q2 2023
Added 7.14%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
13,275
shares
|
$7.03 Million
1.43% of portfolio
|
Q4 2024
Added 139.71%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
13,253
shares
|
$7.01 Million
0.08% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
13,237
shares
|
$7.01 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
13,201
shares
|
$6.99 Million
6.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
13,200
shares
|
$6.99 Million
1.64% of portfolio
|
Q4 2024
Reduced 50.19%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
13,185
shares
|
$6.98 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.18%
|