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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
12,307
shares
|
$6.52 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
12,268
shares
|
$6.5 Million
1.81% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
12,251
shares
|
$6.49 Million
2.11% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
12,241
shares
|
$6.49 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
12,236
shares
|
$6.48 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
12,224
shares
|
$6.48 Million
2.38% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
12,215
shares
|
$6.47 Million
3.07% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
12,200
shares
|
$6.47 Million
2.86% of portfolio
|
Q3 2024
Added 15.97%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
12,193
shares
|
$6.46 Million
2.63% of portfolio
|
Q3 2024
Reduced 43.33%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
12,182
shares
|
$6.46 Million
2.98% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
12,164
shares
|
$6.45 Million
3.07% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
12,151
shares
|
$6.44 Million
3.54% of portfolio
|
Q3 2023
Reduced 52.35%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
12,116
shares
|
$6.42 Million
1.98% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
12,113
shares
|
$6.42 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
12,108
shares
|
$6.42 Million
0.72% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
12,098
shares
|
$6.41 Million
3.47% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
12,086
shares
|
$6.41 Million
2.91% of portfolio
|
Q3 2023
Added 12.09%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
12,013
shares
|
$6.37 Million
0.73% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
11,988
shares
|
$6.35 Million
0.5% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
11,965
shares
|
$6.34 Million
1.98% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
11,953
shares
|
$6.33 Million
1.86% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
11,920
shares
|
$6.32 Million
2.94% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
11,903
shares
|
$6.31 Million
4.58% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
11,846
shares
|
$6.28 Million
1.56% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
11,831
shares
|
$6.27 Million
3.93% of portfolio
|
Q3 2024
Added 25.17%
|