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 3,882 institutions that hold shares in the stock, with a total of 245 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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
60,348
shares
|
$28.7 Million
1.12% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
60,252
shares
|
$28.6 Million
9.02% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
60,211
shares
|
$28.6 Million
4.27% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
59,605
shares
|
$28.3 Million
0.85% of portfolio
|
Q1 2025
Reduced 85.85%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
59,553
shares
|
$28.3 Million
0.23% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
59,356
shares
|
$28.2 Million
1.44% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
59,355
shares
|
$28.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
59,212
shares
|
$28.2 Million
5.27% of portfolio
|
Q1 2025
Added 39.39%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
59,204
shares
|
$28.1 Million
18.56% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
59,167
shares
|
$28.1 Million
4.62% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
58,775
shares
|
$27.9 Million
1.76% of portfolio
|
Q3 2023
Added 23.27%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Feb 14, 2025 Q4 2024 |
58,661
shares
|
$27.9 Million
20.73% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
58,494
shares
|
$27.8 Million
3.11% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
58,162
shares
|
$27.7 Million
18.45% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
58,067
shares
|
$27.6 Million
1.2% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
58,044
shares
|
$27.6 Million
4.29% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
57,946
shares
|
$27.6 Million
9.54% of portfolio
|
Q1 2025
Reduced 59.36%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
57,829
shares
|
$27.5 Million
2.03% of portfolio
|
Q4 2024
Reduced 51.58%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
57,582
shares
|
$27.4 Million
2.07% of portfolio
|
Q4 2024
Added 32.27%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
57,171
shares
|
$27.2 Million
12.26% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Apr 23, 2025 Q1 2025 |
56,927
shares
|
$27.1 Million
19.74% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
56,885
shares
|
$27 Million
2.3% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
56,846
shares
|
$27 Million
1.78% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
56,603
shares
|
$26.9 Million
0.79% of portfolio
|
Q1 2025
Reduced 39.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
56,247
shares
|
$26.7 Million
0.68% of portfolio
|
Q1 2025
Added 50.95%
|