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 $130 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
2,900
shares
|
$1.48 Million
0.28% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
2,899
shares
|
$1.48 Million
0.33% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,883
shares
|
$1.47 Million
0.16% of portfolio
|
Q2 2024
Added 4.04%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
2,882
shares
|
$1.47 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
2,881
shares
|
$1.47 Million
0.35% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,881
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
Added 84.8%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
2,872
shares
|
$1.47 Million
0.15% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
2,866
shares
|
$1.47 Million
0.74% of portfolio
|
Q2 2024
Added 14.55%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
2,856
shares
|
$1.46 Million
0.38% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
2,844
shares
|
$1.45 Million
1.28% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
2,843
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2024
Added 28.88%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
2,840
shares
|
$1.45 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
2,835
shares
|
$1.45 Million
0.69% of portfolio
|
Q4 2023
Reduced 1.73%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,829
shares
|
$1.45 Million
0.16% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
2,829
shares
|
$1.45 Million
1.0% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
2,828
shares
|
$1.45 Million
0.58% of portfolio
|
Q3 2024
Added 88.53%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
2,826
shares
|
$1.44 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,818
shares
|
$1.44 Million
0.12% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
2,813
shares
|
$1.44 Million
0.48% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,802
shares
|
$1.43 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
2,798
shares
|
$1.43 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
2,794
shares
|
$1.43 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,787
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2022
Added 170.85%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
2,785
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
2,785
shares
|
$1.42 Million
1.11% of portfolio
|
Q1 2024
Added 4.35%
|