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 |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
70,518
shares
|
$33.5 Million
3.75% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
70,079
shares
|
$33.3 Million
0.16% of portfolio
|
Q2 2023
Reduced 55.24%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
69,465
shares
|
$33 Million
2.56% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
69,416
shares
|
$33 Million
0.29% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
69,071
shares
|
$32.8 Million
7.13% of portfolio
|
Q4 2024
Added 41.8%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
68,891
shares
|
$32.8 Million
4.58% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
68,682
shares
|
$32.7 Million
3.74% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
68,248
shares
|
$32.4 Million
15.03% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
68,052
shares
|
$32.4 Million
5.57% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
67,962
shares
|
$32.3 Million
2.21% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
67,863
shares
|
$32.3 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
67,740
shares
|
$32.2 Million
2.55% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
67,714
shares
|
$32.2 Million
0.33% of portfolio
|
Q4 2024
Reduced 23.9%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
67,638
shares
|
$32.2 Million
10.08% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
67,210
shares
|
$32 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
67,145
shares
|
$31.9 Million
0.3% of portfolio
|
Q3 2024
Added 62.32%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
66,841
shares
|
$31.8 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
66,737
shares
|
$31.7 Million
2.32% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
66,572
shares
|
$31.7 Million
12.36% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
66,321
shares
|
$31.5 Million
0.06% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
66,225
shares
|
$31.5 Million
11.92% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
65,796
shares
|
$31.3 Million
0.38% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
65,506
shares
|
$31.1 Million
0.35% of portfolio
|
Q4 2024
Added 467.79%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
65,304
shares
|
$31.1 Million
0.12% of portfolio
|
Q4 2024
Added 31.9%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
65,089
shares
|
$30.9 Million
10.05% of portfolio
|
Q1 2025
Added 2.48%
|