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 $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
740
shares
|
$391,904
0.36% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
738
shares
|
$390,844
0.2% of portfolio
|
Q3 2024
Reduced 37.46%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
737
shares
|
$390,315
0.16% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
737
shares
|
$390,315
0.23% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
737
shares
|
$390,315
0.18% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
735
shares
|
$389,256
0.02% of portfolio
|
Q3 2024
Reduced 41.9%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
733
shares
|
$388,196
0.18% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
732
shares
|
$387,667
0.17% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
731
shares
|
$387,137
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
729
shares
|
$386,078
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
728
shares
|
$385,548
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
726
shares
|
$384,489
0.19% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
726
shares
|
$384,489
0.1% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
724
shares
|
$383,430
0.03% of portfolio
|
Q3 2024
Reduced 20.26%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
723
shares
|
$382,900
0.07% of portfolio
|
Q2 2022
Added 0.14%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
722
shares
|
$382,371
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
718
shares
|
$380,252
0.1% of portfolio
|
Q1 2024
Added 2.57%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
717
shares
|
$379,723
0.11% of portfolio
|
Q4 2023
Reduced 4.53%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
716
shares
|
$379,193
0.33% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
715
shares
|
$378,664
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
715
shares
|
$378,664
0.02% of portfolio
|
Q1 2024
Added 45.62%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
713
shares
|
$377,604
0.12% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
712
shares
|
$377,075
0.05% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
710
shares
|
$376,016
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
710
shares
|
$376,016
0.24% of portfolio
|
Q4 2022
New holding
|