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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
5,317
shares
|
$2.81 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
5,312
shares
|
$2.8 Million
0.13% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
5,312
shares
|
$2.8 Million
0.55% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
5,288
shares
|
$2.79 Million
1.3% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Feb 07, 2025 Q4 2024 |
5,288
shares
|
$2.79 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
5,285
shares
|
$2.79 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
5,263
shares
|
$2.78 Million
1.31% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
5,257
shares
|
$2.78 Million
0.3% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
5,252
shares
|
$2.77 Million
1.35% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,249
shares
|
$2.77 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
5,245
shares
|
$2.77 Million
0.83% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
5,242
shares
|
$2.77 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
5,240
shares
|
$2.77 Million
0.25% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
5,239
shares
|
$2.77 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
5,233
shares
|
$2.76 Million
0.64% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,231
shares
|
$2.76 Million
1.79% of portfolio
|
Q1 2023
Reduced 1.28%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,220
shares
|
$2.76 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,207
shares
|
$2.75 Million
0.42% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
5,199
shares
|
$2.75 Million
1.41% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
5,195
shares
|
$2.74 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
5,189
shares
|
$2.74 Million
0.16% of portfolio
|
Q2 2021
Added 9.09%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
5,173
shares
|
$2.73 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
5,140
shares
|
$2.71 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
5,139
shares
|
$2.71 Million
0.37% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,129
shares
|
$2.71 Million
0.11% of portfolio
|
Q3 2023
New holding
|