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 3,880 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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
73
shares
|
$34,713
0.01% of portfolio
|
Q2 2023
Reduced 15.12%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
72
shares
|
$34,238
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
70
shares
|
$33,287
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
68
shares
|
$32,336
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Management Associates
New York, NY |
Feb 10, 2025 Q4 2024 |
62
shares
|
$29,482
0.04% of portfolio
|
Q2 2022
Reduced 38.0%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
50
shares
|
$23,776
0.01% of portfolio
|
Q3 2024
Reduced 90.27%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
49
shares
|
$23,300
0.0% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
47
shares
|
$22,349
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
41
shares
|
$19,496
1.1% of portfolio
|
Q1 2025
Reduced 16.33%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
40
shares
|
$19,021
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
30
shares
|
$14,265
0.0% of portfolio
|
Q1 2025
Reduced 97.1%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
30
shares
|
$14,265
0.01% of portfolio
|
Q3 2023
Reduced 44.44%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
30
shares
|
$14,265
0.01% of portfolio
|
Q4 2018
Reduced 96.2%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
29
shares
|
$13,790
0.01% of portfolio
|
Q4 2024
Added 52.63%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
28
shares
|
$13,314
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
26
shares
|
$12,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
24
shares
|
$11,412
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
23
shares
|
$10,937
0.0% of portfolio
|
Q1 2022
Added 666.67%
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
21
shares
|
$9,986
0.0% of portfolio
|
Q4 2024
Reduced 34.38%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
21
shares
|
$9,986
0.0% of portfolio
|
Q4 2024
Added 90.91%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
20
shares
|
$9,510
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
17
shares
|
$8,084
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
15
shares
|
$7,132
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
15
shares
|
$7,132
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
10
shares
|
$4,755
0.0% of portfolio
|
Q3 2024
New holding
|