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 4,072 institutions that hold shares in the stock, with a total of 320 Million shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
33,063
shares
|
$19.2 Million
0.0% of portfolio
|
Q2 2025
Added 1057.26%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
33,052
shares
|
$19.2 Million
1.6% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
32,980
shares
|
$19.1 Million
2.08% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
32,955
shares
|
$19.1 Million
6.48% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
32,826
shares
|
$19 Million
3.61% of portfolio
|
Q2 2022
Added 2.44%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
32,704
shares
|
$19 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
32,533
shares
|
$18.9 Million
2.86% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
32,509
shares
|
$18.9 Million
1.83% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
32,362
shares
|
$18.8 Million
4.96% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
32,269
shares
|
$18.7 Million
7.13% of portfolio
|
Q2 2025
Added 147.63%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
32,080
shares
|
$18.6 Million
4.5% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
32,059
shares
|
$18.6 Million
2.18% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
32,003
shares
|
$18.6 Million
0.67% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Cavalier Investments, LLC
|
Jul 30, 2025 Q2 2025 |
31,936
shares
|
$18.5 Million
5.52% of portfolio
|
Q2 2025
Reduced 44.89%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
31,902
shares
|
$18.5 Million
13.66% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
31,774
shares
|
$18.4 Million
1.32% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
31,597
shares
|
$18.3 Million
6.48% of portfolio
|
Q2 2025
Reduced 51.79%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
31,585
shares
|
$18.3 Million
3.0% of portfolio
|
Q2 2025
Added 585.29%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
31,428
shares
|
$18.2 Million
1.27% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
31,284
shares
|
$18.1 Million
1.01% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
31,275
shares
|
$18.1 Million
2.69% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
31,251
shares
|
$18.1 Million
2.22% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
31,214
shares
|
$18.1 Million
3.34% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
31,073
shares
|
$18 Million
0.35% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
31,027
shares
|
$18 Million
6.61% of portfolio
|
Q2 2025
Added 26.32%
|