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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2001
Wealthcare Capital Management
Virginia
-$347K -1,248 Closed
Kovitz Investment Group Partners
2002
Kovitz Investment Group Partners
Illinois
-$361K -1,231 Closed
CCM
2003
Campbell Capital Management
Florida
-$333K -1,200 Closed
T2I
2004
Turim 21 Investimentos
Brazil
-$352K -1,200 Closed
T. Rowe Price Associates
2005
T. Rowe Price Associates
Maryland
-$330K -1,125 Closed
VBFG
2006
Vishria Bird Financial Group
Tennessee
-$307K -1,106 Closed
Vanguard Personalized Indexing Management
2007
Vanguard Personalized Indexing Management
California
-$303K -1,092 Closed
Chevy Chase Trust
2008
Chevy Chase Trust
Maryland
-$269K -974 Closed
SFG
2009
Sunburst Financial Group
Alabama
-$259K -933 Closed
PA
2010
Paragon Advisors
Texas
-$258K -930 Closed
WF
2011
WoodTrust Financial
Wisconsin
-$255K -919 Closed
NCM
2012
Newfoundland Capital Management
Brazil
-$225K -800 Closed
CBN
2013
Cadence Bank NA
Texas
-$213K -765 Closed
Tudor Investment Corp
2014
Tudor Investment Corp
Connecticut
-$213K -765 Closed
AF
2015
Affiance Financial
Minnesota
-$210K -755 Closed
BIM
2016
Bridgecreek Investment Management
Oklahoma
-$208K -750 Closed
HC
2017
HNP Capital
New York
-$200K -680 Closed
HCA
2018
Horan Capital Advisors
Ohio
-$174K -625 Closed
SIS
2019
SVB Investment Services
Utah
-$168K -605 Closed
AGA
2020
Accuvest Global Advisors
Utah
-$161K -580 Closed
BBL
2021
Beck Bode LLC
Massachusetts
-$153K -549 Closed
SCM
2022
Soros Capital Management
New York
-$150K -539 Closed
EI
2023
Ellevest Inc
New York
-$118K -423 Closed
NIM
2024
NuWave Investment Management
New Jersey
-$49K -175 Closed
BAM
2025
Brave Asset Management
New Jersey
-$35K -127 Closed