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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
2001
Woodard & Company Asset Management Group
North Carolina
$233K -$1.21K -4 -0.5%
GB
2002
Goepper Burkhardt
South Carolina
$233K +$302 +1 +0.1%
JCM
2003
Jag Capital Management
Missouri
$232K -$32.3K -107 -11%
KCPG
2004
Kavar Capital Partners Group
Kansas
$232K – – –
SA
2005
SWM Advisors
Florida
$232K +$262K +867 New
MA
2006
Momentum Advisors
New York
$231K -$167K -552 -39%
HIG
2007
Heritage Investment Group
Florida
$230K – – –
HPWM
2008
Highland Private Wealth Management
Washington
$230K – – –
NSAM
2009
North Star Asset Management
Wisconsin
$230K – – –
WCWM
2010
Willow Creek Wealth Management
California
$229K – – –
TF
2011
TimeScale Financial
Massachusetts
$229K +$6.34K +21 +3%
ACS
2012
Archford Capital Strategies
Illinois
$228K +$34.7K +115 +16%
RCG
2013
Resource Consulting Group
Florida
$227K – – –
OCG
2014
Opus Capital Group
Ohio
$225K -$277K -919 -52%
TFA
2015
Triad Financial Advisors
North Carolina
$224K -$154K -510 -38%
ACA
2016
Aspire Capital Advisors
Washington
$224K -$19.6K -65 -7%
CG
2017
Clarus Group
Texas
$224K +$2.41K +8 +1%
DIS
2018
Diversified Investment Strategies
Louisiana
$224K +$253K +838 New
OBWP
2019
O'Brien Wealth Partners
Massachusetts
$223K – – –
ACA
2020
Atlas Capital Advisors
Wyoming
$222K -$816K -2,704 -76%
EBSAM
2021
Eubel Brady & Suttman Asset Management
Ohio
$222K – – –
BAMG
2022
Brand Asset Management Group
Missouri
$221K -$29.9K -99 -11%
AIA
2023
AIMZ Investment Advisors
California
$221K – – –
FFWM
2024
Future Financial Wealth Management
Ohio
$221K +$604 +2 +0.3%
AFS
2025
Axiom Financial Strategies
Indiana
$220K – – –
79 80
81
82 83