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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
18,602
shares
|
$9.65 Million
0.14% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
18,576
shares
|
$9.63 Million
3.34% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
18,542
shares
|
$9.62 Million
1.51% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
18,503
shares
|
$9.6 Million
2.66% of portfolio
|
Q3 2024
Reduced 51.26%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
18,500
shares
|
$9.6 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
18,489
shares
|
$9.59 Million
1.21% of portfolio
|
Q3 2024
Reduced 40.82%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
18,417
shares
|
$9.55 Million
3.35% of portfolio
|
Q3 2024
Added 20.61%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
18,410
shares
|
$9.55 Million
4.8% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
18,337
shares
|
$9.51 Million
1.65% of portfolio
|
Q3 2024
Reduced 43.38%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
18,289
shares
|
$9.49 Million
3.65% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
18,203
shares
|
$9.44 Million
6.5% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
18,185
shares
|
$9.43 Million
0.76% of portfolio
|
Q3 2024
Added 27.02%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,111
shares
|
$9.39 Million
0.34% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
18,022
shares
|
$9.35 Million
0.67% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
18,008
shares
|
$9.34 Million
0.92% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
17,991
shares
|
$9.33 Million
4.24% of portfolio
|
Q2 2023
Added 30393.22%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
17,990
shares
|
$9.33 Million
3.17% of portfolio
|
Q3 2024
Added 58.36%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
17,935
shares
|
$9.3 Million
0.15% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
17,852
shares
|
$9.26 Million
0.15% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
17,740
shares
|
$9.2 Million
3.11% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 12, 2024 Q3 2024 |
17,738
shares
|
$9.2 Million
5.88% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
17,700
shares
|
$9.18 Million
6.33% of portfolio
|
Q3 2024
Reduced 66.48%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
17,599
shares
|
$9.13 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
17,594
shares
|
$9.13 Million
1.66% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Verde Capital Management
|
Oct 18, 2024 Q3 2024 |
17,545
shares
|
$9.1 Million
2.68% of portfolio
|
Q3 2024
Reduced 3.72%
|