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 3,920 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
33,101
shares
|
$16.9 Million
3.31% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
33,052
shares
|
$16.8 Million
1.6% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
May 07, 2025 Q1 2025 |
33,028
shares
|
$16.8 Million
9.81% of portfolio
|
Q1 2025
Added 113.36%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
33,024
shares
|
$16.8 Million
9.06% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
32,917
shares
|
$16.8 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
32,857
shares
|
$16.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
32,826
shares
|
$16.7 Million
3.61% of portfolio
|
Q2 2022
Added 2.44%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
32,795
shares
|
$16.7 Million
5.01% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
32,742
shares
|
$16.7 Million
2.28% of portfolio
|
Q1 2025
Reduced 49.63%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
32,722
shares
|
$16.7 Million
6.14% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
32,614
shares
|
$16.6 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
32,560
shares
|
$16.6 Million
6.41% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
32,533
shares
|
$16.6 Million
2.86% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
32,251
shares
|
$16.4 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
32,147
shares
|
$16.4 Million
6.53% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
32,080
shares
|
$16.3 Million
4.5% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
32,029
shares
|
$16.3 Million
6.09% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
31,902
shares
|
$16.2 Million
13.66% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
31,780
shares
|
$16.2 Million
9.75% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
31,611
shares
|
$16.1 Million
1.4% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
31,460
shares
|
$16 Million
9.64% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
31,420
shares
|
$16 Million
0.51% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
31,397
shares
|
$16 Million
6.89% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
31,385
shares
|
$16 Million
4.45% of portfolio
|
Q1 2025
Added 42.08%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
31,323
shares
|
$16 Million
7.98% of portfolio
|
Q1 2025
Added 7.41%
|