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 |
|---|---|---|---|---|---|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,781
shares
|
$1.42 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,780
shares
|
$1.42 Million
0.31% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
2,764
shares
|
$1.41 Million
0.72% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
2,763
shares
|
$1.41 Million
0.98% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,761
shares
|
$1.41 Million
0.82% of portfolio
|
Q2 2022
Added 66.23%
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,752
shares
|
$1.41 Million
5.47% of portfolio
|
Q3 2024
Reduced 77.2%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
2,742
shares
|
$1.4 Million
0.22% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
2,742
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 33.11%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
2,741
shares
|
$1.4 Million
0.5% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
2,740
shares
|
$1.4 Million
0.88% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
2,736
shares
|
$1.4 Million
0.23% of portfolio
|
Q3 2024
Reduced 99.16%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
2,730
shares
|
$1.4 Million
0.92% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
2,727
shares
|
$1.39 Million
0.64% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,720
shares
|
$1.39 Million
0.28% of portfolio
|
Q3 2023
Reduced 0.07%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
2,710
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
2,707
shares
|
$1.38 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
2,695
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2024
Reduced 10.61%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
2,693
shares
|
$1.38 Million
1.64% of portfolio
|
Q3 2024
Reduced 36.05%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
2,674
shares
|
$1.37 Million
0.33% of portfolio
|
Q2 2024
Reduced 6.44%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,665
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
2,664
shares
|
$1.36 Million
0.19% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,663
shares
|
$1.36 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Windward Capital Management CO
|
Nov 01, 2024 Q3 2024 |
2,658
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
2,656
shares
|
$1.36 Million
0.39% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,651
shares
|
$1.36 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.56%
|