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 3,517 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 $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
1,833
shares
|
$961,481
0.12% of portfolio
|
Q2 2023
Reduced 4.48%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,833
shares
|
$961,481
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
1,832
shares
|
$960,957
0.16% of portfolio
|
Q3 2024
Added 95.73%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,830
shares
|
$959,908
0.04% of portfolio
|
Q2 2022
Added 53.78%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1,825
shares
|
$957,285
0.01% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
1,821
shares
|
$955,187
0.79% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,820
shares
|
$954,662
0.07% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,819
shares
|
$954,138
0.11% of portfolio
|
Q3 2024
Reduced 46.12%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
1,818
shares
|
$953,613
0.45% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,818
shares
|
$953,613
0.04% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
1,814
shares
|
$951,515
0.15% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,810
shares
|
$949,417
0.12% of portfolio
|
Q3 2024
Added 57.39%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
1,808
shares
|
$948,368
0.15% of portfolio
|
Q1 2023
Reduced 0.6%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
1,808
shares
|
$948,368
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
1,806
shares
|
$947,319
0.75% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
1,804
shares
|
$946,270
0.18% of portfolio
|
Q1 2024
Added 5537.5%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
1,801
shares
|
$944,696
0.45% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
1,797
shares
|
$942,598
0.27% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,797
shares
|
$942,598
0.15% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,792
shares
|
$939,975
0.16% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
1,787
shares
|
$937,352
0.77% of portfolio
|
Q3 2024
Reduced 39.81%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
1,786
shares
|
$936,828
0.6% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Eastover Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
1,778
shares
|
$932,632
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
1,768
shares
|
$927,386
0.11% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
1,764
shares
|
$925,288
0.23% of portfolio
|
Q3 2024
Reduced 11.18%
|