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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,502
shares
|
$1.45 Million
0.15% of portfolio
|
Q4 2022
Reduced 8.25%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
2,502
shares
|
$1.45 Million
0.35% of portfolio
|
Q2 2025
Added 38.77%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
2,501
shares
|
$1.45 Million
0.62% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
2,498
shares
|
$1.45 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
2,497
shares
|
$1.45 Million
0.2% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,488
shares
|
$1.44 Million
0.29% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,488
shares
|
$1.44 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jul 28, 2025 Q2 2025 |
2,486
shares
|
$1.44 Million
0.98% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
2,480
shares
|
$1.44 Million
0.05% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
2,475
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.48%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,470
shares
|
$1.43 Million
0.51% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
2,470
shares
|
$1.43 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
2,469
shares
|
$1.43 Million
0.25% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
2,461
shares
|
$1.43 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,460
shares
|
$1.43 Million
0.33% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
2,452
shares
|
$1.42 Million
0.07% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
2,449
shares
|
$1.42 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
2,447
shares
|
$1.42 Million
0.15% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
2,444
shares
|
$1.42 Million
0.6% of portfolio
|
Q4 2021
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,444
shares
|
$1.42 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,441
shares
|
$1.42 Million
0.1% of portfolio
|
Q2 2025
Added 112.45%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
2,437
shares
|
$1.41 Million
0.17% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
2,426
shares
|
$1.41 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
2,412
shares
|
$1.4 Million
0.88% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,403
shares
|
$1.39 Million
0.46% of portfolio
|
Q2 2025
Reduced 7.47%
|