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 3,882 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
562
shares
|
$267,214
0.04% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
561
shares
|
$266,738
0.06% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
559
shares
|
$265,787
0.04% of portfolio
|
Q1 2025
Reduced 28.24%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
558
shares
|
$265,312
0.06% of portfolio
|
Q1 2025
Reduced 78.6%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
556
shares
|
$264,361
0.13% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
555
shares
|
$263,885
0.22% of portfolio
|
Q1 2025
Reduced 26.97%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
555
shares
|
$263,885
0.1% of portfolio
|
Q1 2024
Reduced 9.02%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
555
shares
|
$263,885
0.07% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
555
shares
|
$263,885
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
554
shares
|
$263,410
0.1% of portfolio
|
Q1 2025
Reduced 46.68%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
553
shares
|
$262,934
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
553
shares
|
$262,934
0.12% of portfolio
|
Q4 2024
Reduced 34.01%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
552
shares
|
$262,459
0.02% of portfolio
|
Q1 2025
Reduced 24.38%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
552
shares
|
$262,459
0.71% of portfolio
|
Q1 2024
Reduced 21.03%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
550
shares
|
$261,508
0.02% of portfolio
|
Q2 2023
Reduced 21.43%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
550
shares
|
$261,508
0.12% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
549
shares
|
$261,033
0.11% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
549
shares
|
$261,033
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
549
shares
|
$261,033
0.16% of portfolio
|
Q4 2024
Reduced 39.54%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
549
shares
|
$261,033
0.11% of portfolio
|
Q1 2024
Reduced 49.63%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
549
shares
|
$261,033
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
548
shares
|
$260,557
0.17% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
547
shares
|
$260,082
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
547
shares
|
$260,082
0.41% of portfolio
|
Q1 2025
Reduced 61.37%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
546
shares
|
$259,606
0.14% of portfolio
|
Q1 2025
Added 2.25%
|