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 |
|---|---|---|---|---|---|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
10,776
shares
|
$5.55 Million
1.73% of portfolio
|
Q3 2024
Reduced 22.24%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
10,751
shares
|
$5.54 Million
5.41% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
10,729
shares
|
$5.53 Million
1.55% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
10,705
shares
|
$5.52 Million
2.08% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
10,646
shares
|
$5.49 Million
0.74% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,628
shares
|
$5.48 Million
1.69% of portfolio
|
Q1 2024
Added 1.0%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
10,612
shares
|
$5.47 Million
2.23% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
10,599
shares
|
$5.46 Million
2.71% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,585
shares
|
$5.45 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
10,584
shares
|
$5.45 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
10,582
shares
|
$5.45 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
10,570
shares
|
$5.45 Million
1.09% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
10,548
shares
|
$5.44 Million
3.48% of portfolio
|
Q3 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
10,546
shares
|
$5.43 Million
3.49% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
10,521
shares
|
$5.42 Million
1.04% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
10,518
shares
|
$5.42 Million
1.14% of portfolio
|
Q4 2024
Added 17.38%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
10,514
shares
|
$5.42 Million
0.08% of portfolio
|
Q3 2022
Reduced 7.82%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
10,497
shares
|
$5.41 Million
1.64% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
10,495
shares
|
$5.41 Million
3.21% of portfolio
|
Q3 2024
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
10,487
shares
|
$5.4 Million
2.49% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,463
shares
|
$5.39 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
10,429
shares
|
$5.37 Million
2.53% of portfolio
|
Q4 2023
Added 21.31%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
10,427
shares
|
$5.37 Million
1.0% of portfolio
|
Q3 2024
Added 112.28%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
10,370
shares
|
$5.34 Million
0.1% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
10,369
shares
|
$5.34 Million
3.59% of portfolio
|
Q3 2024
New holding
|