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 |
|---|---|---|---|---|---|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
2,119
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
2,119
shares
|
$1.27 Million
1.19% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
2,117
shares
|
$1.27 Million
0.49% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
2,116
shares
|
$1.27 Million
0.17% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
2,115
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
2,105
shares
|
$1.26 Million
0.85% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,104
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 74.21%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
2,095
shares
|
$1.25 Million
0.61% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,093
shares
|
$1.25 Million
0.16% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
2,089
shares
|
$1.25 Million
0.66% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
2,088
shares
|
$1.25 Million
0.34% of portfolio
|
Q2 2025
Added 150.36%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,088
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2025
Reduced 39.65%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2,088
shares
|
$1.25 Million
0.34% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
2,084
shares
|
$1.25 Million
0.86% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
2,084
shares
|
$1.25 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
2,080
shares
|
$1.25 Million
0.46% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
2,079
shares
|
$1.24 Million
0.49% of portfolio
|
Q4 2023
Reduced 19.7%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
2,073
shares
|
$1.24 Million
0.23% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,071
shares
|
$1.24 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
2,070
shares
|
$1.24 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
2,068
shares
|
$1.24 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
2,068
shares
|
$1.24 Million
0.13% of portfolio
|
Q2 2025
Reduced 29.27%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,064
shares
|
$1.24 Million
0.49% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,057
shares
|
$1.23 Million
1.28% of portfolio
|
Q3 2022
Reduced 5.12%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
2,054
shares
|
$1.23 Million
1.89% of portfolio
|
Q2 2025
Added 88.1%
|