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 |
|---|---|---|---|---|---|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
4,177
shares
|
$2.21 Million
1.71% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
4,164
shares
|
$2.2 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
4,151
shares
|
$2.19 Million
1.1% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
4,129
shares
|
$2.18 Million
0.45% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
4,127
shares
|
$2.18 Million
0.89% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,119
shares
|
$2.17 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,116
shares
|
$2.17 Million
0.03% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
4,115
shares
|
$2.17 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,115
shares
|
$2.17 Million
1.41% of portfolio
|
Q4 2021
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,108
shares
|
$2.17 Million
0.43% of portfolio
|
Q4 2024
Added 39.78%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
4,108
shares
|
$2.17 Million
0.2% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,100
shares
|
$2.16 Million
1.14% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
4,084
shares
|
$2.16 Million
1.21% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
4,081
shares
|
$2.15 Million
0.28% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,067
shares
|
$2.15 Million
0.03% of portfolio
|
Q4 2023
Added 4.04%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
4,066
shares
|
$2.15 Million
0.48% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
4,059
shares
|
$2.14 Million
1.38% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,055
shares
|
$2.14 Million
0.16% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
4,047
shares
|
$2.14 Million
1.08% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
4,047
shares
|
$2.14 Million
0.33% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
4,034
shares
|
$2.13 Million
0.28% of portfolio
|
Q4 2024
Added 487.19%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,014
shares
|
$2.12 Million
0.12% of portfolio
|
Q3 2023
Added 3.21%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,014
shares
|
$2.12 Million
0.72% of portfolio
|
Q3 2024
Added 61.01%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,010
shares
|
$2.12 Million
0.15% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
4,003
shares
|
$2.11 Million
0.18% of portfolio
|
Q4 2024
Added 1.32%
|