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 |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,582
shares
|
$2.14 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
3,578
shares
|
$2.14 Million
0.95% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
3,577
shares
|
$2.14 Million
0.16% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3,566
shares
|
$2.14 Million
0.86% of portfolio
|
Q2 2025
Added 356500.0%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
3,566
shares
|
$2.14 Million
1.09% of portfolio
|
Q2 2025
Added 61.65%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
3,566
shares
|
$2.14 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
3,564
shares
|
$2.13 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
3,563
shares
|
$2.13 Million
1.21% of portfolio
|
Q4 2024
Added 40.72%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
3,563
shares
|
$2.13 Million
1.91% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
3,560
shares
|
$2.13 Million
0.97% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
3,559
shares
|
$2.13 Million
1.36% of portfolio
|
Q2 2025
Reduced 21.78%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,558
shares
|
$2.13 Million
1.28% of portfolio
|
Q1 2025
Reduced 40.83%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
3,557
shares
|
$2.13 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
3,550
shares
|
$2.13 Million
0.78% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
3,547
shares
|
$2.12 Million
0.84% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
3,543
shares
|
$2.12 Million
0.55% of portfolio
|
Q2 2025
Added 15.14%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
3,533
shares
|
$2.12 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,532
shares
|
$2.11 Million
0.4% of portfolio
|
Q1 2025
Added 41.45%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,518
shares
|
$2.11 Million
0.1% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
3,514
shares
|
$2.1 Million
2.2% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,511
shares
|
$2.1 Million
0.52% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
3,509
shares
|
$2.1 Million
0.99% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
3,508
shares
|
$2.1 Million
1.2% of portfolio
|
Q2 2025
Added 138.32%
|
|
|
Oribel Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
3,500
shares
|
$2.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
3,492
shares
|
$2.09 Million
1.47% of portfolio
|
Q2 2025
Added 0.06%
|