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 $133 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
4,593
shares
|
$2.4 Million
0.13% of portfolio
|
Q3 2024
Added 30.89%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
4,586
shares
|
$2.4 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,571
shares
|
$2.39 Million
1.01% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
4,547
shares
|
$2.38 Million
0.16% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
4,539
shares
|
$2.37 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
4,538
shares
|
$2.37 Million
0.13% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
4,507
shares
|
$2.36 Million
0.29% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
4,472
shares
|
$2.34 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,468
shares
|
$2.33 Million
0.04% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 14, 2024 Q3 2024 |
4,463
shares
|
$2.33 Million
1.78% of portfolio
|
Q3 2024
Added 258.47%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
4,454
shares
|
$2.33 Million
0.32% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,443
shares
|
$2.32 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,442
shares
|
$2.32 Million
0.2% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
4,438
shares
|
$2.32 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
4,429
shares
|
$2.31 Million
0.43% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
4,417
shares
|
$2.31 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
4,402
shares
|
$2.3 Million
0.99% of portfolio
|
Q2 2024
Added 10.13%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
4,400
shares
|
$2.3 Million
1.03% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
4,400
shares
|
$2.3 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
4,385
shares
|
$2.29 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
4,378
shares
|
$2.29 Million
0.23% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,376
shares
|
$2.29 Million
0.25% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
4,374
shares
|
$2.29 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
4,367
shares
|
$2.28 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
4,366
shares
|
$2.28 Million
1.69% of portfolio
|
Q1 2024
Added 0.44%
|