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 |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
9,231
shares
|
$4.87 Million
1.12% of portfolio
|
Q4 2024
Reduced 27.96%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
9,229
shares
|
$4.87 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
9,200
shares
|
$4.86 Million
1.08% of portfolio
|
Q2 2022
Added 4500.0%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
9,188
shares
|
$4.85 Million
0.07% of portfolio
|
Q4 2024
Added 195.43%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
9,181
shares
|
$4.85 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,162
shares
|
$4.84 Million
2.53% of portfolio
|
Q4 2024
Added 22.7%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
9,116
shares
|
$4.81 Million
0.14% of portfolio
|
Q4 2024
Reduced 48.94%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
9,111
shares
|
$4.81 Million
1.99% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
9,085
shares
|
$4.8 Million
0.97% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
9,061
shares
|
$4.78 Million
1.23% of portfolio
|
Q3 2024
Reduced 85.45%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
9,053
shares
|
$4.78 Million
2.18% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
9,043
shares
|
$4.77 Million
0.51% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
9,038
shares
|
$4.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 43.7%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
9,035
shares
|
$4.77 Million
1.8% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
9,030
shares
|
$4.77 Million
0.52% of portfolio
|
Q4 2024
Reduced 27.54%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
9,029
shares
|
$4.77 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,021
shares
|
$4.76 Million
0.35% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
8,994
shares
|
$4.75 Million
0.82% of portfolio
|
Q1 2024
Added 3.38%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
8,963
shares
|
$4.73 Million
3.17% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
8,955
shares
|
$4.73 Million
0.96% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
8,918
shares
|
$4.71 Million
0.76% of portfolio
|
Q4 2024
Reduced 42.38%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
8,883
shares
|
$4.69 Million
3.13% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,882
shares
|
$4.69 Million
1.66% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
8,857
shares
|
$4.68 Million
0.6% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
8,841
shares
|
$4.67 Million
0.36% of portfolio
|
Q4 2024
Added 2.05%
|