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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
71,363
shares
|
$37 Million
3.27% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
71,192
shares
|
$36.9 Million
2.78% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 22, 2024 Q3 2024 |
70,242
shares
|
$36.4 Million
0.82% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
70,079
shares
|
$36.3 Million
0.16% of portfolio
|
Q2 2023
Reduced 55.24%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
69,716
shares
|
$36.2 Million
1.64% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
69,369
shares
|
$36 Million
24.07% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
69,255
shares
|
$35.9 Million
0.27% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
68,906
shares
|
$35.7 Million
15.87% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
68,846
shares
|
$35.7 Million
4.21% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
68,732
shares
|
$35.6 Million
7.88% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
68,594
shares
|
$35.6 Million
3.01% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
68,400
shares
|
$35.5 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
68,395
shares
|
$35.5 Million
0.46% of portfolio
|
Q3 2024
Added 611.04%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
67,739
shares
|
$35.1 Million
4.06% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
67,574
shares
|
$35 Million
0.57% of portfolio
|
Q3 2024
Reduced 22.1%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
67,242
shares
|
$34.9 Million
5.3% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
67,179
shares
|
$34.8 Million
1.53% of portfolio
|
Q3 2024
Reduced 56.65%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
67,145
shares
|
$34.8 Million
0.3% of portfolio
|
Q3 2024
Added 62.32%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
67,117
shares
|
$34.8 Million
1.46% of portfolio
|
Q3 2024
Reduced 11.96%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
66,203
shares
|
$34.3 Million
1.24% of portfolio
|
Q3 2024
Added 39.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
66,113
shares
|
$34.3 Million
1.22% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
65,974
shares
|
$34.2 Million
11.95% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
65,925
shares
|
$34.2 Million
10.64% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
65,854
shares
|
$34.2 Million
5.42% of portfolio
|
Q3 2024
Added 12.68%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
65,633
shares
|
$34 Million
3.75% of portfolio
|
Q3 2024
Reduced 27.31%
|