QQQ icon

Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
601
Gladstone Institutional Advisory
Florida
$20.7M -$479K -836 -2%
JIC
602
Joel Isaacson & Co
New York
$20.6M +$4.34M +7,573 +28%
TWM
603
Trinity Wealth Management
Pennsylvania
$20.6M -$120K -210 -0.6%
AFWM
604
Abich Financial Wealth Management
Virginia
$20.5M +$19.6M +34,178 New
BCM
605
Bluefin Capital Management
New York
$20.5M +$19.5M +34,088 New
MAM
606
Milestone Asset Management
Pennsylvania
$20.4M +$11.2M +19,576 +136%
GHA
607
Granite Harbor Advisors
Texas
$20.3M +$124K +216 +0.6%
Natixis Advisors
608
Natixis Advisors
Massachusetts
$20.3M +$348K +608 +2%
FFS
609
Founders Financial Securities
Maryland
$20.3M +$2.18M +3,810 +13%
TBWA
610
Three Bridge Wealth Advisors
California
$20.3M +$2.57M +4,494 +15%
CPG
611
Cornerstone Planning Group
New Jersey
$20.3M -$1.26M -2,195 -6%
PHWM
612
Pine Harbor Wealth Management
Maryland
$20.3M +$365K +637 +2%
MSFS
613
Main Street Financial Solutions
Pennsylvania
$20.1M +$1.2M +2,093 +7%
FVWA
614
Foster Victor Wealth Advisors
South Carolina
$20.1M -$220K -384 -1%
RWI
615
Red Wave Investments
Pennsylvania
$20.1M -$567K -991 -3%
AWM
616
Avondale Wealth Management
Texas
$20M -$198K -345 -1%
JSL
617
JT Stratford LLC
Georgia
$20M +$1.56M +2,731 +9%
GSWM
618
Golden State Wealth Management
California
$20M -$313K -547 -2%
PFA
619
Pinnacle Family Advisors
Missouri
$19.9M +$1.74M +3,047 +10%
ECM
620
Evergreen Capital Management
Washington
$19.8M +$132K +231 +0.7%
CWA
621
Consilio Wealth Advisors
Washington
$19.7M -$68.1K -119 -0.4%
MFIM
622
Mesirow Financial Investment Management
Illinois
$19.6M +$863K +1,507 +5%
BWM
623
Buska Wealth Management
Wisconsin
$19.6M -$3.28M -5,733 -15%
CAL
624
Capital Advisors Ltd
Ohio
$19.5M +$285K +497 +2%
CAGAS
625
Capital Advisory Group Advisory Services
Minnesota
$19.5M +$3.08M +5,381 +20%