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 3,716 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $123 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,040
shares
|
$5.83 Million
0.04% of portfolio
|
Q3 2024
Reduced 31.27%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
11,013
shares
|
$5.81 Million
1.83% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
10,987
shares
|
$5.8 Million
0.99% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
10,984
shares
|
$5.8 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
10,960
shares
|
$5.79 Million
1.71% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
10,916
shares
|
$5.76 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
10,908
shares
|
$5.76 Million
4.6% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
10,890
shares
|
$5.75 Million
2.29% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
10,875
shares
|
$5.74 Million
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
10,871
shares
|
$5.74 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
10,864
shares
|
$5.74 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.37%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
10,860
shares
|
$5.73 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
10,847
shares
|
$5.73 Million
0.11% of portfolio
|
Q3 2024
Added 19.92%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
10,831
shares
|
$5.72 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
10,829
shares
|
$5.72 Million
1.32% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
10,813
shares
|
$5.71 Million
2.13% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
10,793
shares
|
$5.7 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
10,788
shares
|
$5.7 Million
3.14% of portfolio
|
Q3 2023
New holding
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
10,779
shares
|
$5.69 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
10,751
shares
|
$5.68 Million
5.65% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
10,736
shares
|
$5.67 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
10,733
shares
|
$5.67 Million
0.84% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
10,733
shares
|
$5.67 Million
3.34% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
10,729
shares
|
$5.66 Million
3.36% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
10,680
shares
|
$5.64 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.04%
|