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 |
|---|---|---|---|---|---|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
2,174
shares
|
$1.15 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
2,168
shares
|
$1.15 Million
0.76% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
2,160
shares
|
$1.14 Million
0.63% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,159
shares
|
$1.14 Million
0.35% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
2,156
shares
|
$1.14 Million
0.38% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,148
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Reduced 70.69%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
2,145
shares
|
$1.13 Million
0.48% of portfolio
|
Q2 2024
Reduced 22.25%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
2,141
shares
|
$1.13 Million
0.53% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
2,141
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
Nov 14, 2023 Q3 2023 |
2,134
shares
|
$1.13 Million
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
2,126
shares
|
$1.12 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
2,125
shares
|
$1.12 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
2,125
shares
|
$1.12 Million
0.7% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
2,124
shares
|
$1.12 Million
0.58% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
2,124
shares
|
$1.12 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
2,121
shares
|
$1.12 Million
0.63% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
2,121
shares
|
$1.12 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
2,115
shares
|
$1.12 Million
0.47% of portfolio
|
Q1 2024
Reduced 10.95%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
2,110
shares
|
$1.11 Million
0.48% of portfolio
|
Q2 2024
Added 10.47%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
2,108
shares
|
$1.11 Million
0.49% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,099
shares
|
$1.11 Million
0.25% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
2,097
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
2,097
shares
|
$1.11 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
2,096
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2024
Added 98.67%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
2,094
shares
|
$1.11 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.34%
|