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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
3,593
shares
|
$1.9 Million
0.27% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,589
shares
|
$1.9 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.66%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
3,589
shares
|
$1.9 Million
0.18% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
3,581
shares
|
$1.89 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
3,579
shares
|
$1.89 Million
0.63% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
3,571
shares
|
$1.89 Million
0.19% of portfolio
|
Q4 2024
Added 23.91%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,563
shares
|
$1.88 Million
1.15% of portfolio
|
Q4 2024
Added 40.72%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
3,558
shares
|
$1.88 Million
1.51% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
3,557
shares
|
$1.88 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
3,551
shares
|
$1.88 Million
0.26% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
3,541
shares
|
$1.87 Million
0.08% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
3,532
shares
|
$1.87 Million
0.3% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
3,528
shares
|
$1.86 Million
0.18% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
3,526
shares
|
$1.86 Million
0.07% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
3,514
shares
|
$1.86 Million
2.2% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
3,513
shares
|
$1.86 Million
0.92% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
3,508
shares
|
$1.85 Million
0.04% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
3,508
shares
|
$1.85 Million
2.84% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
3,503
shares
|
$1.85 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
3,500
shares
|
$1.85 Million
0.81% of portfolio
|
Q4 2024
Added 317.16%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
3,497
shares
|
$1.85 Million
0.07% of portfolio
|
Q4 2024
Added 40.44%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
3,475
shares
|
$1.84 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
3,473
shares
|
$1.83 Million
0.43% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
3,473
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
3,468
shares
|
$1.83 Million
0.94% of portfolio
|
Q4 2024
Added 37.18%
|