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 3,898 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
56,548
shares
|
$26.5 Million
0.36% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
56,195
shares
|
$26.4 Million
19.82% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
56,101
shares
|
$26.3 Million
0.02% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
55,760
shares
|
$26.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
55,452
shares
|
$26 Million
16.65% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
54,916
shares
|
$25.8 Million
2.01% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
54,863
shares
|
$25.7 Million
14.62% of portfolio
|
Q4 2024
Added 1960.2%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
54,458
shares
|
$25.5 Million
7.71% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
54,392
shares
|
$25.5 Million
15.27% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
54,342
shares
|
$25.5 Million
4.28% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
54,103
shares
|
$25.4 Million
3.04% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
54,051
shares
|
$25.3 Million
9.73% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
53,800
shares
|
$25.2 Million
5.39% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
53,671
shares
|
$25.2 Million
6.59% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
53,458
shares
|
$25.1 Million
7.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Marks Wealth, LLC
|
Jan 17, 2025 Q4 2024 |
52,939
shares
|
$24.8 Million
13.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
52,923
shares
|
$24.8 Million
5.72% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
52,551
shares
|
$24.6 Million
7.4% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
52,362
shares
|
$24.6 Million
0.04% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
52,284
shares
|
$24.5 Million
9.66% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
52,204
shares
|
$24.5 Million
0.57% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
51,417
shares
|
$24.1 Million
2.52% of portfolio
|
Q4 2024
Reduced 57.51%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
51,341
shares
|
$24.1 Million
5.11% of portfolio
|
Q4 2023
Added 1.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
51,247
shares
|
$24 Million
0.84% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
51,173
shares
|
$24 Million
17.67% of portfolio
|
Q4 2024
Reduced 1.26%
|