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 4,097 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 $189 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,940
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Added 22.47%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,938
shares
|
$1.16 Million
0.17% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
1,937
shares
|
$1.16 Million
0.69% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
1,930
shares
|
$1.16 Million
0.19% of portfolio
|
Q2 2025
Added 34.49%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
1,930
shares
|
$1.16 Million
0.26% of portfolio
|
Q2 2025
Reduced 90.48%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jul 30, 2025 Q2 2025 |
1,930
shares
|
$1.16 Million
0.77% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
1,921
shares
|
$1.15 Million
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
1,915
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
1,914
shares
|
$1.15 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
1,902
shares
|
$1.14 Million
0.23% of portfolio
|
Q2 2025
Added 55.77%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,901
shares
|
$1.14 Million
0.42% of portfolio
|
Q1 2024
Added 9.06%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
1,899
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
1,898
shares
|
$1.14 Million
0.73% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
1,891
shares
|
$1.13 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
1,889
shares
|
$1.13 Million
0.89% of portfolio
|
Q3 2023
Reduced 5.88%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,885
shares
|
$1.13 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.42%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
1,881
shares
|
$1.13 Million
0.24% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
1,880
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
1,880
shares
|
$1.13 Million
0.54% of portfolio
|
Q2 2025
Added 226.96%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,879
shares
|
$1.13 Million
0.43% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,878
shares
|
$1.12 Million
0.36% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
1,878
shares
|
$1.12 Million
0.4% of portfolio
|
Q2 2025
Added 28.19%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
1,874
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2025
Added 32.91%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
1,865
shares
|
$1.12 Million
0.45% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
1,864
shares
|
$1.12 Million
0.12% of portfolio
|
Q2 2025
Reduced 33.62%
|