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 3,734 institutions that hold shares in the stock, with a total of 233 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 |
|---|---|---|---|---|---|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,227
shares
|
$1.7 Million
0.56% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,226
shares
|
$1.7 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,225
shares
|
$1.7 Million
0.27% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
3,207
shares
|
$1.69 Million
0.07% of portfolio
|
Q4 2024
Added 53.08%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
3,187
shares
|
$1.68 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
3,186
shares
|
$1.68 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
3,177
shares
|
$1.68 Million
0.63% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,177
shares
|
$1.68 Million
0.56% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
3,171
shares
|
$1.68 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
3,171
shares
|
$1.68 Million
1.0% of portfolio
|
Q3 2024
Added 317000.0%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
3,159
shares
|
$1.67 Million
0.99% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,150
shares
|
$1.66 Million
0.15% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
3,147
shares
|
$1.66 Million
0.09% of portfolio
|
Q4 2024
Added 32.01%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
3,147
shares
|
$1.66 Million
0.68% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,144
shares
|
$1.66 Million
0.59% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
3,144
shares
|
$1.66 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
3,140
shares
|
$1.66 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
3,139
shares
|
$1.66 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,130
shares
|
$1.65 Million
0.42% of portfolio
|
Q3 2024
Added 80.3%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
3,130
shares
|
$1.65 Million
0.09% of portfolio
|
Q2 2024
Reduced 33.08%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
3,130
shares
|
$1.65 Million
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
3,127
shares
|
$1.65 Million
0.56% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,126
shares
|
$1.65 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
3,125
shares
|
$1.65 Million
0.36% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,125
shares
|
$1.65 Million
1.06% of portfolio
|
Q4 2024
New holding
|