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 3,518 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,038
shares
|
$535,203
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
1,038
shares
|
$535,203
0.39% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
1,036
shares
|
$534,171
0.22% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
1,032
shares
|
$532,109
0.07% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
1,026
shares
|
$529,015
0.19% of portfolio
|
Q2 2024
Added 25.89%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
1,026
shares
|
$529,015
0.25% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,024
shares
|
$527,984
0.05% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
1,019
shares
|
$525,406
0.23% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
1,014
shares
|
$522,828
0.48% of portfolio
|
Q2 2023
Added 0.7%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
1,011
shares
|
$521,281
0.13% of portfolio
|
Q1 2023
Added 0.1%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
1,010
shares
|
$520,766
0.02% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
1,007
shares
|
$519,219
0.08% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
1,007
shares
|
$519,219
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
1,005
shares
|
$518,188
0.13% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,005
shares
|
$518,188
0.17% of portfolio
|
Q1 2024
Added 3.08%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
1,005
shares
|
$518,188
0.39% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Benson Investment Management Company, Inc.
|
Oct 11, 2024 Q3 2024 |
1,004
shares
|
$517,672
0.2% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,002
shares
|
$516,641
0.07% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,001
shares
|
$516,125
0.07% of portfolio
|
Q3 2024
Reduced 48.93%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
1,000
shares
|
$515,610
0.16% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$515,610
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
997
shares
|
$514,063
0.09% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
993
shares
|
$512,000
0.04% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
992
shares
|
$511,485
0.23% of portfolio
|
Q2 2022
Added 3.77%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
991
shares
|
$510,969
0.18% of portfolio
|
Q3 2024
Added 9.14%
|