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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
2001
Jackson Hole Capital Partners
Oklahoma
– -$2.05M -6,528 Closed
LA
2002
LVW Advisors
New York
– -$2.04M -6,500 Closed
LC
2003
Lavaca Capital
Texas
– -$1.92M -6,000 Closed
FI
2004
Financial Insights
Washington
– -$1.76M -5,623 Closed
FSA
2005
Financial Services Advisory
Maryland
– -$1.74M -5,548 Closed
VF
2006
Virtu Financial
New York
– -$1.68M -5,360 Closed
PC
2007
Plaisance Capital
Colorado
– -$1.57M -5,000 Closed
KMWM
2008
Keudell/Morrison Wealth Management
Oregon
– -$1.56M -4,870 Closed
II
2009
Ibex Investors
Colorado
– -$1.35M -4,300 Closed
GCM
2010
Gladius Capital Management
Illinois
– -$1.26M -4,018 Closed
OAM
2011
Occidental Asset Management
California
– -$1.26M -4,003 Closed
WHG
2012
Westwood Holdings Group
Texas
– -$1.19M -3,804 Closed
BCM
2013
Breiter Capital Management
Florida
– -$1.17M -3,714 Closed
IPGDR
2014
Investidor Profissional Gestao de Recursos
Brazil
– -$1.17M -3,657 Closed
DA
2015
Doliver Advisors
Texas
– -$1.11M -3,525 Closed
WC
2016
Wexford Capital
Florida
– -$1.07M -3,414 Closed
ACM
2017
Avalon Capital Management
California
– -$910K -2,901 Closed
AIA
2018
Angeles Investment Advisors
California
– -$887K -2,827 Closed
CPO
2019
Cerity Partners OCIO
New York
– -$876K -2,791 Closed
TI
2020
Truepoint Inc
Ohio
– -$829K -2,641 Closed
CANY
2021
Caxton Associates (New York)
New York
– -$799K -2,500 Closed
GIM
2022
Guild Investment Management
California
– -$778K -2,480 Closed
EL
2023
Envoi LLC
Minnesota
– -$684K -2,180 Closed
VC
2024
Veracity Capital
Georgia
– -$666K -2,121 Closed
MC
2025
Middleton & Co
Massachusetts
– -$654K -2,086 Closed
79 80
81
82 83