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 4,097 institutions that hold shares in the stock, with a total of 316 Million shares, which have been reported (via 13F filing form) to have a value of $189 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
6,058
shares
|
$3.63 Million
2.46% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
6,053
shares
|
$3.62 Million
1.58% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
6,051
shares
|
$3.62 Million
2.19% of portfolio
|
Q2 2025
Added 240.71%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
6,041
shares
|
$3.62 Million
1.25% of portfolio
|
Q2 2025
Added 17.9%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,017
shares
|
$3.6 Million
0.49% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Fishman Jay A LTD
Troy, MI |
Jul 22, 2025 Q2 2025 |
6,015
shares
|
$3.6 Million
0.33% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
6,000
shares
|
$3.59 Million
0.19% of portfolio
|
Q2 2025
Added 132.29%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
5,991
shares
|
$3.59 Million
0.58% of portfolio
|
Q2 2025
Added 590.21%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
5,990
shares
|
$3.59 Million
0.4% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,985
shares
|
$3.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
5,981
shares
|
$3.58 Million
0.14% of portfolio
|
Q2 2025
Added 116.23%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
5,980
shares
|
$3.58 Million
0.05% of portfolio
|
Q2 2025
Added 27.61%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,979
shares
|
$3.58 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
5,970
shares
|
$3.57 Million
1.64% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
5,946
shares
|
$3.56 Million
1.81% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
5,943
shares
|
$3.56 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
5,938
shares
|
$3.56 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
5,933
shares
|
$3.55 Million
0.59% of portfolio
|
Q2 2025
Added 234.82%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
5,928
shares
|
$3.55 Million
0.62% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
5,926
shares
|
$3.55 Million
2.05% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
5,914
shares
|
$3.54 Million
1.27% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
5,908
shares
|
$3.54 Million
1.95% of portfolio
|
Q3 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,888
shares
|
$3.53 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
5,885
shares
|
$3.52 Million
2.06% of portfolio
|
Q2 2025
Reduced 48.29%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
5,878
shares
|
$3.52 Million
2.83% of portfolio
|
Q2 2025
Reduced 6.21%
|