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 3,888 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
60,572
shares
|
$28.7 Million
0.76% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
60,348
shares
|
$28.6 Million
1.12% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
60,252
shares
|
$28.6 Million
9.02% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
59,574
shares
|
$28.3 Million
16.38% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
59,553
shares
|
$28.3 Million
0.23% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
59,356
shares
|
$28.2 Million
1.44% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
59,355
shares
|
$28.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
59,204
shares
|
$28.1 Million
18.56% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
59,167
shares
|
$28.1 Million
4.62% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
58,775
shares
|
$27.9 Million
1.76% of portfolio
|
Q3 2023
Added 23.27%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Feb 14, 2025 Q4 2024 |
58,661
shares
|
$27.8 Million
20.73% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
58,494
shares
|
$27.8 Million
3.11% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
58,162
shares
|
$27.6 Million
18.45% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
58,067
shares
|
$27.6 Million
1.2% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
57,974
shares
|
$27.5 Million
12.94% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
57,829
shares
|
$27.4 Million
2.03% of portfolio
|
Q4 2024
Reduced 51.58%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
57,582
shares
|
$27.3 Million
2.07% of portfolio
|
Q4 2024
Added 32.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
57,310
shares
|
$27.2 Million
2.2% of portfolio
|
Q4 2024
Added 41.24%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
57,063
shares
|
$27.1 Million
0.05% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
56,932
shares
|
$27 Million
4.56% of portfolio
|
Q2 2024
Reduced 9.7%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
56,885
shares
|
$27 Million
2.3% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
56,846
shares
|
$27 Million
1.78% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
56,548
shares
|
$26.8 Million
0.36% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
56,195
shares
|
$26.7 Million
19.82% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
56,101
shares
|
$26.6 Million
0.02% of portfolio
|
Q4 2024
Added 3.0%
|