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 4,081 institutions that hold shares in the stock, with a total of 316 Million shares, which have been reported (via 13F filing form) to have a value of $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
5,627
shares
|
$3.26 Million
1.38% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
5,617
shares
|
$3.26 Million
0.66% of portfolio
|
Q2 2025
Reduced 15.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
5,612
shares
|
$3.26 Million
0.24% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,608
shares
|
$3.25 Million
1.61% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
5,577
shares
|
$3.23 Million
0.32% of portfolio
|
Q2 2025
Reduced 23.29%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
5,571
shares
|
$3.23 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
5,570
shares
|
$3.23 Million
1.7% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
5,563
shares
|
$3.23 Million
0.36% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
5,563
shares
|
$3.23 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,536
shares
|
$3.21 Million
1.65% of portfolio
|
Q2 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
5,533
shares
|
$3.21 Million
0.97% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
5,528
shares
|
$3.21 Million
1.01% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
5,527
shares
|
$3.21 Million
0.75% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
5,523
shares
|
$3.2 Million
1.87% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
5,509
shares
|
$3.2 Million
2.34% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
5,475
shares
|
$3.18 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
5,469
shares
|
$3.17 Million
2.17% of portfolio
|
Q2 2025
Reduced 18.48%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
5,468
shares
|
$3.17 Million
0.41% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
5,465
shares
|
$3.17 Million
0.03% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
5,459
shares
|
$3.17 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
5,454
shares
|
$3.16 Million
0.64% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
5,452
shares
|
$3.16 Million
0.24% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,446
shares
|
$3.16 Million
0.43% of portfolio
|
Q4 2022
Reduced 3.18%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,432
shares
|
$3.15 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
5,428
shares
|
$3.15 Million
0.53% of portfolio
|
Q1 2025
Added 2.18%
|