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 3,996 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 $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
100
shares
|
$56,125
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
100
shares
|
$56,125
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
99
shares
|
$55,563
0.01% of portfolio
|
Q1 2024
Reduced 82.57%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
98
shares
|
$55,002
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
95
shares
|
$53,318
0.03% of portfolio
|
Q1 2025
Reduced 37.91%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
92
shares
|
$51,635
0.02% of portfolio
|
Q2 2024
Added 736.36%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
91
shares
|
$51,073
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
88
shares
|
$49,390
0.01% of portfolio
|
Q4 2022
Added 23.94%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
85
shares
|
$47,706
0.01% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
83
shares
|
$46,583
0.02% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
82
shares
|
$46,022
0.03% of portfolio
|
Q4 2024
Added 32.26%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
79
shares
|
$44,338
0.01% of portfolio
|
Q1 2025
Reduced 99.64%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
79
shares
|
$44,338
0.0% of portfolio
|
Q1 2025
Reduced 98.42%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
78
shares
|
$43,777
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
75
shares
|
$42,093
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
74
shares
|
$41,532
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
74
shares
|
$41,532
0.01% of portfolio
|
Q1 2025
Reduced 72.08%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
73
shares
|
$40,971
0.02% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
73
shares
|
$40,971
0.01% of portfolio
|
Q2 2023
Reduced 15.12%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
72
shares
|
$40,410
0.0% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
72
shares
|
$40,410
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
69
shares
|
$38,726
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
68
shares
|
$38,165
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
59
shares
|
$33,113
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
50
shares
|
$28,062
0.01% of portfolio
|
Q3 2024
Reduced 90.27%
|