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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2001
Investment Partners
Ohio
$2.52M +$37.2K +54 +2%
WDL
2002
Well Done LLC
Michigan
$2.52M -$75K -109 -3%
CIAS
2003
CFS Investment Advisory Services
New Jersey
$2.52M – – –
GIA
2004
GHP Investment Advisors
Colorado
$2.51M +$20K +29 +0.9%
FF
2005
Financial Futures
New Jersey
$2.51M -$16.5K -24 -0.7%
BEC
2006
Blue Edge Capital
Virginia
$2.51M +$3.44K +5 +0.1%
JRP
2007
Jasper Ridge Partners
California
$2.51M -$3.92M -5,694 -63%
HWM
2008
HRC Wealth Management
Idaho
$2.5M +$286K +415 +14%
OIM
2009
Oder Investment Management
California
$2.5M -$27.5K -40 -1%
CFA
2010
Capstone Financial Advisors
Illinois
$2.5M +$23.4K +34 +1%
SAS
2011
Stelac Advisory Services
New York
$2.49M – – –
NIM
2012
Northeast Investment Management
Massachusetts
$2.49M +$53.7K +78 +2%
FAG
2013
Fortitude Advisory Group
Washington
$2.49M -$36.5K -53 -2%
PPWM
2014
Paragon Private Wealth Management
Kentucky
$2.48M +$1.33M +1,930 +134%
CWP
2015
Concord Wealth Partners
Virginia
$2.48M +$10.3K +15 +0.4%
CFP
2016
Cypress Financial Planning
New Jersey
$2.48M +$2.32M +3,373 New
WCP
2017
Wick Capital Partners
Pennsylvania
$2.48M +$103K +149 +5%
CIA
2018
Cape Investment Advisory
Georgia
$2.48M +$111K +162 +5%
RFA
2019
Register Financial Advisors
Georgia
$2.48M +$165K +240 +8%
CFGA
2020
Cambridge Financial Group (Arizona)
Arizona
$2.47M – – –
IIC
2021
Ironwood Investment Counsel
Arizona
$2.46M -$79.8K -116 -3%
MIC
2022
Meridian Investment Counsel
California
$2.46M -$68.8K -100 -3%
MCA
2023
Magnolia Capital Advisors
Mississippi
$2.45M +$305K +444 +15%
SWA
2024
Strategies Wealth Advisors
Michigan
$2.44M +$16.5K +24 +0.7%
DIP
2025
Davis Investment Partners
North Carolina
$2.44M -$354K -515 -13%
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