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 |
|---|---|---|---|---|---|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
1,868
shares
|
$1.01 Million
0.31% of portfolio
|
Q4 2024
Reduced 39.45%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
1,867
shares
|
$1 Million
0.08% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
1,865
shares
|
$1 Million
0.44% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
1,865
shares
|
$1 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
1,864
shares
|
$1 Million
0.12% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
1,863
shares
|
$1 Million
0.34% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
1,862
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Added 138.11%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,860
shares
|
$1 Million
0.07% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
1,854
shares
|
$997,730
0.89% of portfolio
|
Q4 2024
Added 21.18%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
1,851
shares
|
$996,115
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
1,850
shares
|
$995,577
0.1% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,848
shares
|
$994,501
0.08% of portfolio
|
Q3 2022
Added 59.31%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
1,848
shares
|
$994,501
0.62% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
1,847
shares
|
$993,963
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
1,844
shares
|
$992,348
0.16% of portfolio
|
Q3 2023
Reduced 39.66%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
1,842
shares
|
$991,272
0.07% of portfolio
|
Q4 2024
Added 105.58%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,842
shares
|
$991,272
0.18% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,841
shares
|
$990,734
0.08% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
1,839
shares
|
$989,657
0.06% of portfolio
|
Q4 2024
Added 38.48%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,838
shares
|
$989,119
0.17% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,833
shares
|
$986,428
0.14% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,833
shares
|
$986,428
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,830
shares
|
$984,814
0.04% of portfolio
|
Q2 2022
Added 53.78%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,830
shares
|
$984,814
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
1,828
shares
|
$983,738
0.11% of portfolio
|
Q4 2024
Reduced 1.46%
|