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 $130 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
1,393
shares
|
$710,750
0.06% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1,393
shares
|
$710,750
0.04% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,391
shares
|
$709,729
0.12% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,391
shares
|
$709,729
0.12% of portfolio
|
Q3 2024
Added 34.27%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,390
shares
|
$709,219
0.1% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2024 Q3 2024 |
1,386
shares
|
$707,178
0.35% of portfolio
|
Q2 2024
Added 5.32%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,385
shares
|
$706,668
0.3% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,378
shares
|
$703,096
0.75% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,376
shares
|
$702,076
0.03% of portfolio
|
Q2 2022
Reduced 12.41%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
1,372
shares
|
$700,035
0.16% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,372
shares
|
$700,035
0.09% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
1,360
shares
|
$693,912
0.1% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,359
shares
|
$693,402
0.12% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
1,353
shares
|
$690,341
0.47% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
1,350
shares
|
$688,810
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 02, 2024 Q3 2024 |
1,349
shares
|
$688,300
0.43% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,347
shares
|
$687,279
0.26% of portfolio
|
Q3 2024
Added 46.73%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
1,347
shares
|
$687,279
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,344
shares
|
$685,749
0.24% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,343
shares
|
$685,238
0.25% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
1,341
shares
|
$684,218
0.07% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
1,341
shares
|
$684,218
0.31% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Hoffman, Alan N Investment Management
|
Oct 07, 2024 Q3 2024 |
1,340
shares
|
$683,708
0.31% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 05, 2024 Q3 2024 |
1,338
shares
|
$682,687
0.58% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
1,335
shares
|
$681,157
0.42% of portfolio
|
Q3 2024
New holding
|