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 3,879 institutions that hold shares in the stock, with a total of 244 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 |
|---|---|---|---|---|---|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
417
shares
|
$198,270
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
416
shares
|
$197,795
0.05% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
416
shares
|
$197,795
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
414
shares
|
$196,844
0.16% of portfolio
|
Q1 2022
Reduced 32.24%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
414
shares
|
$196,844
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
413
shares
|
$196,369
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
413
shares
|
$196,369
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Wealth Management
|
Feb 12, 2025 Q4 2024 |
412
shares
|
$195,893
0.11% of portfolio
|
Q3 2024
Reduced 93.4%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
412
shares
|
$195,893
0.01% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
412
shares
|
$195,893
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
411
shares
|
$195,418
0.14% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
411
shares
|
$195,418
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
409
shares
|
$194,467
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
409
shares
|
$194,467
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
408
shares
|
$193,991
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
407
shares
|
$193,516
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
407
shares
|
$193,516
0.02% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
404
shares
|
$192,089
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
403
shares
|
$191,614
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
402
shares
|
$191,138
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Toews Corp
|
Feb 04, 2025 Q4 2024 |
401
shares
|
$190,663
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
401
shares
|
$190,663
0.12% of portfolio
|
Q1 2025
Reduced 22.44%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
400
shares
|
$190,188
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
400
shares
|
$190,188
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
396
shares
|
$188,286
0.08% of portfolio
|
Q1 2025
Added 214.29%
|