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 3,516 institutions that hold shares in the stock, with a total of 222 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 |
|---|---|---|---|---|---|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
7,358
shares
|
$3.79 Million
2.92% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
7,336
shares
|
$3.78 Million
0.13% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
7,329
shares
|
$3.78 Million
0.37% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
7,313
shares
|
$3.77 Million
0.22% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,311
shares
|
$3.77 Million
0.79% of portfolio
|
Q1 2024
Added 338.57%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,309
shares
|
$3.77 Million
0.18% of portfolio
|
Q3 2022
Added 6.13%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
7,306
shares
|
$3.76 Million
0.52% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
7,297
shares
|
$3.76 Million
0.57% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
7,289
shares
|
$3.76 Million
1.59% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
7,286
shares
|
$3.75 Million
1.51% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
7,273
shares
|
$3.75 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
7,271
shares
|
$3.75 Million
0.88% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,258
shares
|
$3.74 Million
1.96% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
7,258
shares
|
$3.74 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
7,249
shares
|
$3.74 Million
2.19% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
7,236
shares
|
$3.73 Million
0.25% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
7,224
shares
|
$3.72 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
7,211
shares
|
$3.72 Million
0.97% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
7,189
shares
|
$3.7 Million
0.42% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 12, 2024 Q3 2024 |
7,173
shares
|
$3.7 Million
2.75% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
7,155
shares
|
$3.69 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
7,155
shares
|
$3.69 Million
1.54% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
7,150
shares
|
$3.68 Million
0.04% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
7,140
shares
|
$3.68 Million
1.45% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
7,139
shares
|
$3.68 Million
1.52% of portfolio
|
Q3 2024
Added 0.42%
|