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 3,516 institutions that hold shares in the stock, with a total of 222 Million shares, which have been reported (via 13F filing form) to have a value of $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
19,191
shares
|
$9.89 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
19,172
shares
|
$9.88 Million
2.78% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
19,167
shares
|
$9.88 Million
4.06% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
19,145
shares
|
$9.86 Million
1.22% of portfolio
|
Q1 2023
Reduced 4.17%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
19,128
shares
|
$9.86 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
19,118
shares
|
$9.85 Million
0.47% of portfolio
|
Q3 2024
Added 18.8%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
19,091
shares
|
$9.84 Million
2.23% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Akuna Securities LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,062
shares
|
$9.82 Million
60.9% of portfolio
|
Q3 2024
New holding
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
19,039
shares
|
$9.81 Million
2.81% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
18,969
shares
|
$9.77 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
18,961
shares
|
$9.77 Million
0.87% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
18,940
shares
|
$9.76 Million
5.53% of portfolio
|
Q2 2024
Added 4.8%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
18,917
shares
|
$9.75 Million
3.59% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
18,896
shares
|
$9.74 Million
3.05% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
18,880
shares
|
$9.73 Million
0.13% of portfolio
|
Q4 2022
Added 10.38%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
18,868
shares
|
$9.72 Million
0.0% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
18,848
shares
|
$9.71 Million
0.53% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
18,842
shares
|
$9.71 Million
0.07% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,840
shares
|
$9.71 Million
5.32% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
18,829
shares
|
$9.7 Million
2.82% of portfolio
|
Q3 2024
Added 26.89%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
18,794
shares
|
$9.68 Million
0.78% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Little Harbor Advisors, LLC
|
Dec 03, 2024 Q3 2024 |
18,787
shares
|
$9.68 Million
5.7% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
18,766
shares
|
$9.67 Million
2.9% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
18,755
shares
|
$9.66 Million
2.0% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
18,685
shares
|
$9.63 Million
0.05% of portfolio
|
Q3 2024
Added 2.46%
|