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 |
|---|---|---|---|---|---|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
65,085
shares
|
$30.9 Million
10.81% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
65,023
shares
|
$30.9 Million
1.17% of portfolio
|
Q1 2025
Added 13.46%
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
65,012
shares
|
$30.9 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Feb 13, 2025 Q4 2024 |
64,900
shares
|
$30.9 Million
3.28% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
64,741
shares
|
$30.8 Million
2.54% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Savoie Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
64,614
shares
|
$30.7 Million
3.94% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
64,499
shares
|
$30.7 Million
6.3% of portfolio
|
Q2 2024
Added 3.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
64,467
shares
|
$30.7 Million
1.1% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
64,201
shares
|
$30.5 Million
0.65% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Kennicott Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
64,146
shares
|
$30.5 Million
20.02% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
63,349
shares
|
$30.1 Million
3.37% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
63,074
shares
|
$30 Million
0.4% of portfolio
|
Q4 2024
Added 26.49%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
62,722
shares
|
$29.8 Million
0.76% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Ing Groep Nv
|
Feb 03, 2025 Q4 2024 |
62,369
shares
|
$29.7 Million
0.23% of portfolio
|
Q4 2023
Added 5.5%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
61,815
shares
|
$29.4 Million
2.54% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
61,548
shares
|
$29.3 Million
0.78% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
61,499
shares
|
$29.2 Million
10.01% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
61,329
shares
|
$29.2 Million
1.49% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
Feb 05, 2025 Q4 2024 |
61,000
shares
|
$29 Million
28.84% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
60,944
shares
|
$29 Million
12.7% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
60,879
shares
|
$28.9 Million
0.77% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Carnegie Mellon University
|
Feb 07, 2025 Q4 2024 |
60,849
shares
|
$28.9 Million
22.77% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
60,754
shares
|
$28.9 Million
3.07% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
60,572
shares
|
$28.8 Million
0.76% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
60,348
shares
|
$28.7 Million
1.12% of portfolio
|
Q4 2024
Reduced 8.84%
|