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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
28,748
shares
|
$14.9 Million
1.18% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
28,587
shares
|
$14.8 Million
8.92% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
28,477
shares
|
$14.8 Million
10.9% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Oct 29, 2024 Q3 2024 |
28,162
shares
|
$14.6 Million
7.71% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
28,155
shares
|
$14.6 Million
0.04% of portfolio
|
Q2 2023
Added 2.75%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
28,141
shares
|
$14.6 Million
2.45% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
27,993
shares
|
$14.5 Million
0.93% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
27,981
shares
|
$14.5 Million
1.51% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
27,936
shares
|
$14.5 Million
9.77% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
27,909
shares
|
$14.5 Million
9.65% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
27,905
shares
|
$14.5 Million
0.6% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
27,863
shares
|
$14.5 Million
3.81% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Nine Masts Capital LTD
|
Nov 12, 2024 Q3 2024 |
27,850
shares
|
$14.4 Million
4.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
27,680
shares
|
$14.4 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
27,611
shares
|
$14.3 Million
1.23% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
27,584
shares
|
$14.3 Million
8.83% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
27,571
shares
|
$14.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
27,406
shares
|
$14.2 Million
1.3% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
27,169
shares
|
$14.1 Million
2.34% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
27,103
shares
|
$14.1 Million
10.53% of portfolio
|
Q2 2024
Added 3149.76%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
27,088
shares
|
$14 Million
0.77% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
27,063
shares
|
$14 Million
1.22% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
27,020
shares
|
$14 Million
0.27% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
27,017
shares
|
$14 Million
6.98% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
26,866
shares
|
$13.9 Million
0.04% of portfolio
|
Q3 2024
Added 2.11%
|