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 |
|---|---|---|---|---|---|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
9,237
shares
|
$4.76 Million
0.9% of portfolio
|
Q4 2022
Reduced 0.16%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
9,236
shares
|
$4.76 Million
2.86% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
9,200
shares
|
$4.74 Million
1.08% of portfolio
|
Q2 2022
Added 4500.0%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
9,182
shares
|
$4.73 Million
0.68% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
9,138
shares
|
$4.71 Million
0.02% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
9,105
shares
|
$4.69 Million
1.56% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
9,085
shares
|
$4.68 Million
0.97% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
9,084
shares
|
$4.68 Million
4.06% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
9,061
shares
|
$4.67 Million
1.23% of portfolio
|
Q3 2024
Reduced 85.45%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
9,038
shares
|
$4.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 43.7%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
9,035
shares
|
$4.66 Million
1.24% of portfolio
|
Q3 2024
Added 488.6%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
8,996
shares
|
$4.64 Million
0.32% of portfolio
|
Q3 2024
Reduced 42.24%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
8,994
shares
|
$4.63 Million
0.76% of portfolio
|
Q1 2024
Added 3.38%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
8,971
shares
|
$4.62 Million
0.06% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
8,963
shares
|
$4.62 Million
3.17% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
8,883
shares
|
$4.58 Million
3.13% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,882
shares
|
$4.58 Million
1.66% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
8,857
shares
|
$4.56 Million
0.6% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
8,831
shares
|
$4.55 Million
2.82% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
8,812
shares
|
$4.54 Million
1.69% of portfolio
|
Q3 2024
Added 15.37%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
8,787
shares
|
$4.53 Million
1.63% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
8,726
shares
|
$4.5 Million
0.04% of portfolio
|
Q1 2024
Reduced 21.9%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
8,702
shares
|
$4.48 Million
0.95% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
8,697
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2024
Added 87.72%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
8,684
shares
|
$4.47 Million
2.21% of portfolio
|
Q3 2024
Added 377.67%
|