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 |
|---|---|---|---|---|---|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
5,740
shares
|
$3.03 Million
1.42% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,733
shares
|
$3.03 Million
0.46% of portfolio
|
Q4 2024
Added 47.26%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
5,731
shares
|
$3.03 Million
1.25% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
5,709
shares
|
$3.01 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
5,709
shares
|
$3.01 Million
0.19% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
5,702
shares
|
$3.01 Million
1.08% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
5,702
shares
|
$3.01 Million
0.24% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
5,681
shares
|
$3 Million
0.55% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
5,650
shares
|
$2.98 Million
0.19% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
5,644
shares
|
$2.98 Million
0.23% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
5,638
shares
|
$2.98 Million
0.63% of portfolio
|
Q4 2024
Reduced 19.04%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
5,624
shares
|
$2.97 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
5,592
shares
|
$2.95 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
5,577
shares
|
$2.94 Million
1.7% of portfolio
|
Q4 2024
Added 58.39%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
5,562
shares
|
$2.94 Million
1.54% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
5,556
shares
|
$2.93 Million
1.85% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
5,544
shares
|
$2.93 Million
2.26% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
5,539
shares
|
$2.92 Million
0.28% of portfolio
|
Q4 2024
Reduced 91.92%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
5,535
shares
|
$2.92 Million
0.24% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
5,522
shares
|
$2.92 Million
0.69% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
5,521
shares
|
$2.92 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
5,519
shares
|
$2.91 Million
0.3% of portfolio
|
Q4 2024
Reduced 25.6%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,508
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
5,504
shares
|
$2.91 Million
0.33% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
5,498
shares
|
$2.9 Million
0.96% of portfolio
|
Q4 2024
Added 4.96%
|