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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
153,465
shares
|
$81.3 Million
0.23% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
153,223
shares
|
$81.2 Million
9.44% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
152,407
shares
|
$80.8 Million
1.79% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2024 Q3 2024 |
152,378
shares
|
$80.8 Million
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
151,544
shares
|
$80.3 Million
15.29% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
150,967
shares
|
$80 Million
4.03% of portfolio
|
Q3 2024
Reduced 31.54%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
149,598
shares
|
$79.3 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
146,904
shares
|
$77.9 Million
1.19% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
144,431
shares
|
$76.5 Million
2.19% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
144,244
shares
|
$76.4 Million
8.56% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
142,891
shares
|
$75.7 Million
4.04% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
141,366
shares
|
$74.9 Million
6.48% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
140,340
shares
|
$74.4 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
140,070
shares
|
$74.2 Million
0.27% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
139,938
shares
|
$74.2 Million
18.34% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
139,887
shares
|
$74.1 Million
2.8% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
138,441
shares
|
$73.4 Million
2.93% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
136,465
shares
|
$72.3 Million
33.94% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
136,099
shares
|
$72.1 Million
1.04% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
135,669
shares
|
$71.9 Million
8.63% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
135,483
shares
|
$71.8 Million
0.12% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
135,407
shares
|
$71.8 Million
1.53% of portfolio
|
Q2 2020
Added 13.72%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
134,847
shares
|
$71.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
134,251
shares
|
$71.1 Million
8.79% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
134,097
shares
|
$71.1 Million
17.72% of portfolio
|
Q3 2024
Added 4.38%
|