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 $133 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
990
shares
|
$517,334
0.01% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
990
shares
|
$517,334
0.05% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
989
shares
|
$516,811
0.18% of portfolio
|
Q1 2024
Added 1.44%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
985
shares
|
$514,721
0.2% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
985
shares
|
$514,721
0.43% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
984
shares
|
$514,199
0.34% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
984
shares
|
$514,199
0.28% of portfolio
|
Q3 2024
Reduced 18.48%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
983
shares
|
$513,676
0.23% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Baskin Financial Services Inc.
|
Oct 16, 2024 Q3 2024 |
980
shares
|
$512,108
0.04% of portfolio
|
Q2 2024
Reduced 57.02%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
977
shares
|
$510,541
0.51% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
975
shares
|
$509,495
0.05% of portfolio
|
Q3 2024
Added 45.52%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
974
shares
|
$508,973
0.15% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
973
shares
|
$508,450
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
971
shares
|
$507,405
0.1% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
970
shares
|
$506,883
0.08% of portfolio
|
Q2 2024
Added 56.45%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2024 Q3 2024 |
967
shares
|
$505,315
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
966
shares
|
$504,792
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
963
shares
|
$503,225
0.02% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
962
shares
|
$502,702
0.34% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
961
shares
|
$502,180
0.1% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
959
shares
|
$501,135
0.31% of portfolio
|
Q3 2024
Reduced 19.14%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
957
shares
|
$500,089
0.03% of portfolio
|
Q3 2022
Reduced 44.39%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
953
shares
|
$497,999
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
952
shares
|
$497,477
0.06% of portfolio
|
Q2 2023
Added 1.93%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
952
shares
|
$497,477
0.07% of portfolio
|
Q2 2024
Added 3.03%
|