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 |
---|---|---|---|---|---|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
5,190
shares
|
$2.67 Million
0.76% of portfolio
|
Q3 2024
Added 8.96%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
5,189
shares
|
$2.67 Million
0.16% of portfolio
|
Q2 2021
Added 9.09%
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,183
shares
|
$2.67 Million
0.36% of portfolio
|
Q3 2024
Added 12.89%
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
5,160
shares
|
$2.66 Million
0.26% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
5,154
shares
|
$2.66 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
5,140
shares
|
$2.65 Million
0.22% of portfolio
|
Q3 2024
Added 0.63%
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
5,140
shares
|
$2.65 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
5,139
shares
|
$2.65 Million
0.36% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,131
shares
|
$2.64 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,129
shares
|
$2.64 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
5,126
shares
|
$2.64 Million
0.23% of portfolio
|
Q3 2024
Added 0.27%
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
5,105
shares
|
$2.63 Million
1.74% of portfolio
|
Q3 2024
Added 14.98%
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
5,103
shares
|
$2.63 Million
0.32% of portfolio
|
Q2 2023
New holding
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
5,100
shares
|
$2.63 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,097
shares
|
$2.63 Million
0.27% of portfolio
|
Q3 2024
Reduced 80.13%
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
5,095
shares
|
$2.63 Million
0.13% of portfolio
|
Q3 2024
Added 15.53%
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
5,086
shares
|
$2.62 Million
0.08% of portfolio
|
Q3 2024
Added 1.8%
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
5,081
shares
|
$2.62 Million
0.4% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,077
shares
|
$2.62 Million
0.91% of portfolio
|
Q1 2023
Reduced 0.49%
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
5,065
shares
|
$2.61 Million
1.78% of portfolio
|
Q3 2024
New holding
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
5,064
shares
|
$2.61 Million
0.27% of portfolio
|
Q3 2024
Added 5464.84%
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
5,051
shares
|
$2.6 Million
0.71% of portfolio
|
Q3 2024
Added 7.7%
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
5,043
shares
|
$2.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
5,042
shares
|
$2.6 Million
2.08% of portfolio
|
Q3 2024
Added 5.48%
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
5,017
shares
|
$2.59 Million
0.12% of portfolio
|
Q3 2024
Added 1.31%
|