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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
4,315
shares
|
$2.28 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
4,312
shares
|
$2.28 Million
0.51% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,307
shares
|
$2.27 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
4,304
shares
|
$2.27 Million
1.89% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
4,297
shares
|
$2.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,292
shares
|
$2.27 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,289
shares
|
$2.26 Million
0.45% of portfolio
|
Q4 2024
Reduced 87.41%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
4,289
shares
|
$2.26 Million
0.48% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
4,289
shares
|
$2.26 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
4,275
shares
|
$2.26 Million
0.2% of portfolio
|
Q4 2024
Added 106.82%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
4,273
shares
|
$2.26 Million
1.39% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
4,266
shares
|
$2.25 Million
1.19% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,252
shares
|
$2.25 Million
0.48% of portfolio
|
Q4 2024
Added 52.95%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
4,240
shares
|
$2.24 Million
0.54% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
4,238
shares
|
$2.24 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,238
shares
|
$2.24 Million
0.13% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
4,228
shares
|
$2.23 Million
0.17% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Center Star Asset Management, LLC
|
Jan 27, 2025 Q4 2024 |
4,214
shares
|
$2.22 Million
4.9% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
4,210
shares
|
$2.22 Million
0.79% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
4,200
shares
|
$2.22 Million
2.15% of portfolio
|
Q3 2022
Reduced 67.77%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
4,194
shares
|
$2.21 Million
0.56% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,188
shares
|
$2.21 Million
0.92% of portfolio
|
Q1 2023
Reduced 7.71%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
4,178
shares
|
$2.21 Million
1.06% of portfolio
|
Q4 2024
Reduced 5.05%
|