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 |
|---|---|---|---|---|---|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
2,261
shares
|
$1.19 Million
1.09% of portfolio
|
Q4 2024
Added 26.52%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
2,261
shares
|
$1.19 Million
1.01% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
2,257
shares
|
$1.19 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
2,256
shares
|
$1.19 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
2,254
shares
|
$1.19 Million
0.48% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,250
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2024
Added 162.54%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
2,247
shares
|
$1.19 Million
0.1% of portfolio
|
Q4 2024
Added 18.89%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
2,246
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
2,243
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2022
Reduced 4.27%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
2,236
shares
|
$1.18 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
2,236
shares
|
$1.18 Million
0.13% of portfolio
|
Q4 2024
Reduced 85.63%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
2,235
shares
|
$1.18 Million
0.21% of portfolio
|
Q4 2024
Added 22.0%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
2,232
shares
|
$1.18 Million
0.4% of portfolio
|
Q4 2024
Reduced 51.33%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
2,230
shares
|
$1.18 Million
0.15% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
2,228
shares
|
$1.18 Million
0.06% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
2,218
shares
|
$1.17 Million
0.33% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
2,216
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2024
Added 26.7%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
2,214
shares
|
$1.17 Million
0.65% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
2,213
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
2,200
shares
|
$1.16 Million
0.64% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
2,198
shares
|
$1.16 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
2,195
shares
|
$1.16 Million
0.82% of portfolio
|
Q3 2024
Added 46.82%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
2,194
shares
|
$1.16 Million
1.08% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,190
shares
|
$1.16 Million
0.42% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
2,180
shares
|
$1.15 Million
1.42% of portfolio
|
Q4 2024
Added 0.37%
|