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 $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
13,514
shares
|
$7.16 Million
1.16% of portfolio
|
Q2 2023
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
13,478
shares
|
$7.14 Million
1.38% of portfolio
|
Q3 2024
Added 59.16%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
13,470
shares
|
$7.14 Million
3.84% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
13,437
shares
|
$7.12 Million
0.12% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
13,353
shares
|
$7.08 Million
0.67% of portfolio
|
Q2 2023
Added 7.14%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
13,346
shares
|
$7.07 Million
1.23% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
13,279
shares
|
$7.04 Million
0.74% of portfolio
|
Q3 2024
Added 187.3%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
13,209
shares
|
$7 Million
0.48% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
13,142
shares
|
$6.96 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
13,140
shares
|
$6.96 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
13,122
shares
|
$6.95 Million
0.13% of portfolio
|
Q3 2024
Added 47.85%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
13,089
shares
|
$6.94 Million
0.85% of portfolio
|
Q3 2024
Added 53.12%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
13,065
shares
|
$6.92 Million
2.31% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
13,056
shares
|
$6.92 Million
2.78% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
13,024
shares
|
$6.9 Million
4.31% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
13,014
shares
|
$6.9 Million
0.08% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
12,991
shares
|
$6.88 Million
1.22% of portfolio
|
Q3 2024
Added 21.96%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
12,986
shares
|
$6.88 Million
3.71% of portfolio
|
Q3 2024
Added 25.03%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,969
shares
|
$6.87 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
12,942
shares
|
$6.86 Million
2.41% of portfolio
|
Q3 2024
Added 16.4%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
12,933
shares
|
$6.85 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
12,914
shares
|
$6.84 Million
2.22% of portfolio
|
Q3 2024
Reduced 47.87%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
12,876
shares
|
$6.82 Million
1.98% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
12,873
shares
|
$6.82 Million
1.73% of portfolio
|
Q3 2024
Reduced 32.84%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
12,845
shares
|
$6.81 Million
1.62% of portfolio
|
Q3 2024
Added 6.39%
|