We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
2001
Prestige Wealth Management Group
New Jersey
$22K
OAJ
2002
Ogorek Anthony Joseph
New York
$22K +$23.2K +63 New
ARIS
2003
Advanced Research Investment Solutions
California
$21.5K +$22.1K +60 New
BCM
2004
Bourgeon Capital Management
Connecticut
$21K
AL
2005
ADE LLC
Maryland
$18K
FMB
2006
Field & Main Bank
Kentucky
$18K
CI
2007
Cordant Inc
Oregon
$18K +$18.4K +50 New
MMG
2008
Monetary Management Group
Missouri
$18K +$18.4K +50 New
DAC
2009
Dividend Assets Capital
South Carolina
$16K -$20.3K -55 -56%
TWP
2010
TFO Wealth Partners
Ohio
$16K
APC
2011
Aspire Private Capital
North Carolina
$15K +$1.47K +4 +11%
FEG
2012
Financial Enhancement Group
Indiana
$12K +$12.2K +33 New
CMBA
2013
C.M. Bidwell & Associates
Hawaii
$11K
CWAF
2014
Core Wealth Advisors (Florida)
Florida
$11K
BFC
2015
Bedel Financial Consulting
Indiana
$9K
PP
2016
Pacifica Partners
Canada
$9K
PP
2017
PrairieView Partners
Minnesota
$7K
MS
2018
Mizuho Securities
Japan
$6K +$368 +1 +7%
FMP
2019
Financial Management Professionals
Texas
$5K +$2.58K +7 +88%
CI
2020
CX Institutional
Indiana
$5K +$5.52K +15 New
BCH
2021
Berkshire Capital Holdings
California
$4K
HIM
2022
Hillsdale Investment Management
Ontario, Canada
$4K
HI
2023
Hoey Investments
Pennsylvania
$4K
PPWM
2024
PFG Private Wealth Management
Florida
$4K +$4.42K +12 New
SOW
2025
State of Wyoming
Wyoming
$3K +$3.31K +9 New