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 |
|---|---|---|---|---|---|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
3,917
shares
|
$2.27 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,916
shares
|
$2.27 Million
0.32% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
3,909
shares
|
$2.27 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
3,907
shares
|
$2.27 Million
1.61% of portfolio
|
Q2 2025
Added 37.38%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
3,898
shares
|
$2.26 Million
0.12% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,898
shares
|
$2.26 Million
0.19% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
3,896
shares
|
$2.26 Million
0.46% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
3,887
shares
|
$2.25 Million
1.15% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
3,870
shares
|
$2.24 Million
0.65% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,867
shares
|
$2.24 Million
1.57% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
3,864
shares
|
$2.24 Million
2.95% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
F&V Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,863
shares
|
$2.24 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
3,857
shares
|
$2.24 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
3,851
shares
|
$2.23 Million
0.39% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
3,846
shares
|
$2.23 Million
0.21% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,842
shares
|
$2.23 Million
0.86% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
3,837
shares
|
$2.23 Million
1.93% of portfolio
|
Q2 2025
Added 541.64%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
3,833
shares
|
$2.22 Million
0.77% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
3,830
shares
|
$2.22 Million
1.51% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,816
shares
|
$2.21 Million
0.77% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
3,815
shares
|
$2.21 Million
0.59% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,808
shares
|
$2.21 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,806
shares
|
$2.21 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
3,801
shares
|
$2.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
3,800
shares
|
$2.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.06%
|