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 3,830 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $133 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
2,785
shares
|
$1.5 Million
1.11% of portfolio
|
Q1 2024
Added 4.35%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
2,777
shares
|
$1.49 Million
0.53% of portfolio
|
Q4 2024
Reduced 31.97%
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
2,775
shares
|
$1.49 Million
0.75% of portfolio
|
Q4 2024
Added 22.3%
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,761
shares
|
$1.49 Million
0.59% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,761
shares
|
$1.49 Million
0.82% of portfolio
|
Q2 2022
Added 66.23%
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,758
shares
|
$1.48 Million
0.24% of portfolio
|
Q4 2024
Added 0.8%
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
2,751
shares
|
$1.48 Million
0.08% of portfolio
|
Q4 2024
Added 4.92%
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,746
shares
|
$1.48 Million
1.05% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,744
shares
|
$1.48 Million
1.27% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,743
shares
|
$1.48 Million
0.31% of portfolio
|
Q4 2024
Added 0.85%
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
2,737
shares
|
$1.47 Million
0.91% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
2,736
shares
|
$1.47 Million
0.65% of portfolio
|
Q4 2024
Added 47.49%
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
2,735
shares
|
$1.47 Million
0.66% of portfolio
|
Q4 2024
Added 0.29%
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
2,733
shares
|
$1.47 Million
0.55% of portfolio
|
Q4 2024
Added 34.5%
|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
2,732
shares
|
$1.47 Million
1.65% of portfolio
|
Q4 2024
Added 1.45%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
2,732
shares
|
$1.47 Million
0.07% of portfolio
|
Q4 2024
Added 50.28%
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
2,730
shares
|
$1.47 Million
0.97% of portfolio
|
Q4 2023
Added 1.83%
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
2,727
shares
|
$1.47 Million
0.35% of portfolio
|
Q4 2024
Reduced 34.15%
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
2,723
shares
|
$1.47 Million
0.51% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,714
shares
|
$1.46 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
2,713
shares
|
$1.46 Million
0.41% of portfolio
|
Q4 2024
Added 2.15%
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,711
shares
|
$1.46 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
2,710
shares
|
$1.46 Million
0.25% of portfolio
|
Q4 2024
Added 0.11%
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
2,705
shares
|
$1.46 Million
0.54% of portfolio
|
Q4 2024
Added 3.05%
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
2,674
shares
|
$1.44 Million
0.35% of portfolio
|
Q2 2024
Reduced 6.44%
|