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 |
|---|---|---|---|---|---|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
32,826
shares
|
$17 Million
3.61% of portfolio
|
Q2 2022
Added 2.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
32,807
shares
|
$17 Million
1.78% of portfolio
|
Q3 2024
Added 48.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
32,628
shares
|
$16.9 Million
0.58% of portfolio
|
Q3 2024
Added 350.85%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
32,585
shares
|
$16.9 Million
2.51% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
32,422
shares
|
$16.8 Million
0.56% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
32,420
shares
|
$16.8 Million
0.89% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
32,318
shares
|
$16.8 Million
2.83% of portfolio
|
Q3 2024
Added 14.69%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
32,318
shares
|
$16.8 Million
7.24% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
32,199
shares
|
$16.7 Million
6.29% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
32,142
shares
|
$16.7 Million
2.96% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
32,080
shares
|
$16.6 Million
4.5% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
32,051
shares
|
$16.6 Million
0.71% of portfolio
|
Q3 2024
Added 431.53%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
32,013
shares
|
$16.6 Million
0.38% of portfolio
|
Q3 2024
Added 46.71%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
31,939
shares
|
$16.6 Million
1.48% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
31,902
shares
|
$16.5 Million
13.66% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
31,715
shares
|
$16.4 Million
8.69% of portfolio
|
Q3 2024
Reduced 52.77%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
31,702
shares
|
$16.4 Million
4.49% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
31,648
shares
|
$16.4 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
31,596
shares
|
$16.4 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
31,516
shares
|
$16.3 Million
0.06% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
31,464
shares
|
$16.3 Million
4.23% of portfolio
|
Q3 2024
Reduced 63.17%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
31,459
shares
|
$16.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
31,262
shares
|
$16.2 Million
5.36% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
31,261
shares
|
$16.2 Million
5.6% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
31,230
shares
|
$16.2 Million
11.18% of portfolio
|
Q3 2024
Reduced 8.53%
|