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 |
|---|---|---|---|---|---|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
4,529
shares
|
$2.39 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
4,520
shares
|
$2.39 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
4,518
shares
|
$2.39 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
4,517
shares
|
$2.38 Million
0.61% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
4,507
shares
|
$2.38 Million
0.51% of portfolio
|
Q4 2024
Added 39.32%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
4,472
shares
|
$2.36 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,468
shares
|
$2.36 Million
0.04% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
4,459
shares
|
$2.35 Million
2.04% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
4,455
shares
|
$2.35 Million
0.74% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
4,454
shares
|
$2.35 Million
0.32% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,443
shares
|
$2.35 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
4,435
shares
|
$2.34 Million
0.43% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
4,435
shares
|
$2.34 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,415
shares
|
$2.33 Million
1.05% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
4,400
shares
|
$2.32 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
4,386
shares
|
$2.32 Million
0.2% of portfolio
|
Q4 2024
Reduced 53.01%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
4,385
shares
|
$2.32 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,376
shares
|
$2.31 Million
0.25% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
4,375
shares
|
$2.31 Million
0.48% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,374
shares
|
$2.31 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
4,366
shares
|
$2.31 Million
1.79% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
4,358
shares
|
$2.3 Million
0.28% of portfolio
|
Q3 2024
Reduced 95.82%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
4,340
shares
|
$2.29 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,328
shares
|
$2.29 Million
0.78% of portfolio
|
Q3 2024
Added 180.86%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
4,326
shares
|
$2.28 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.87%
|