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 $132 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
1,455
shares
|
$754,533
0.28% of portfolio
|
Q3 2024
Reduced 29.64%
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,454
shares
|
$754,015
0.05% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,453
shares
|
$753,496
0.17% of portfolio
|
Q4 2021
New holding
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
1,453
shares
|
$753,496
0.51% of portfolio
|
Q3 2024
Added 1.61%
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,447
shares
|
$750,385
0.24% of portfolio
|
Q3 2024
Added 26.6%
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
1,445
shares
|
$749,348
0.51% of portfolio
|
Q3 2024
Added 52.91%
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
1,445
shares
|
$749,348
0.15% of portfolio
|
Q3 2024
Added 27.76%
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
1,445
shares
|
$749,348
0.29% of portfolio
|
Q3 2024
New holding
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,442
shares
|
$747,792
0.14% of portfolio
|
Q1 2024
New holding
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
1,439
shares
|
$746,236
0.46% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
1,437
shares
|
$745,199
0.57% of portfolio
|
Q3 2024
Added 3.9%
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,432
shares
|
$742,606
0.32% of portfolio
|
Q4 2022
Reduced 18.5%
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
1,430
shares
|
$741,569
0.13% of portfolio
|
Q3 2024
Added 0.14%
|
|
Pvg Asset Management Corp
Golden, CO |
Nov 25, 2024 Q3 2024 |
1,430
shares
|
$741,569
3.07% of portfolio
|
Q3 2024
Added 1.13%
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,422
shares
|
$737,420
0.64% of portfolio
|
Q3 2024
Added 8.8%
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
1,418
shares
|
$735,346
0.22% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
Rwq Financial Management Services, Inc.
|
Oct 29, 2024 Q3 2024 |
1,410
shares
|
$731,197
0.24% of portfolio
|
Q2 2024
Reduced 12.42%
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
1,403
shares
|
$727,567
0.32% of portfolio
|
Q2 2024
Added 0.21%
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
1,401
shares
|
$726,530
0.25% of portfolio
|
Q3 2024
Reduced 32.38%
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
1,401
shares
|
$726,530
0.1% of portfolio
|
Q3 2024
Added 17.24%
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
1,399
shares
|
$725,493
0.33% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,399
shares
|
$725,493
0.21% of portfolio
|
Q3 2024
Added 62.11%
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
1,395
shares
|
$723,419
0.14% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
1,394
shares
|
$722,900
0.06% of portfolio
|
Q3 2024
Added 192.24%
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
1,394
shares
|
$722,900
0.03% of portfolio
|
Q2 2024
Added 25.59%
|