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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2001
Condor Capital Management
New Jersey
$1.02M – – –
WWM
2002
Wolff Wiese Magana
California
$1.02M +$97.5K +206 +11%
DAM
2003
Deltec Asset Management
New York
$1.02M – – –
SFG
2004
Sterling Financial Group
California
$1.01M – – –
NG
2005
Northstar Group
New York
$1.01M -$4.26K -9 -0.4%
WAM
2006
Weatherly Asset Management
California
$1.01M +$68.1K +144 +7%
FA
2007
Financial Advisors
Massachusetts
$1M – – –
GAA
2008
Guardian Asset Advisors
Pennsylvania
$1M -$2.24M -4,741 -70%
GFWA
2009
Grey Fox Wealth Advisors
Delaware
$1M -$1.42K -3 -0.1%
DIS
2010
Diversified Investment Strategies
Louisiana
$999K – – –
JC
2011
Jentner Corp
Ohio
$992K +$962K +2,032 New
IDA
2012
Intelligence Driven Advisers
California
$986K +$15.1K +32 +2%
LA
2013
Lane & Associates
New Jersey
$984K +$20.8K +44 +2%
HVP
2014
Hudson Value Partners
Florida
$983K +$146K +309 +18%
GCM
2015
Greenland Capital Management
New York
$982K +$953K +2,013 New
SCG
2016
Sonata Capital Group
Washington
$982K -$6.63K -14 -0.7%
BFWA
2017
Benchmark Financial Wealth Advisors
Florida
$981K +$20.3K +43 +2%
BIP
2018
Blue Investment Partners
California
$979K +$47.3K +100 +5%
IAS
2019
IMA Advisory Services
Colorado
$978K +$12.3K +26 +1%
CCM
2020
Campbell Capital Management
Florida
$976K +$473K +1,000 +100%
DCM
2021
DGS Capital Management
New Jersey
$973K -$101K -213 -10%
WC
2022
Westhampton Capital
North Carolina
$973K +$33.1K +70 +4%
BTWM
2023
Brass Tax Wealth Management
Ohio
$973K -$8.74M -18,476 -90%
IF
2024
IRON Financial
Illinois
$972K – – –
MAM
2025
Marquette Asset Management
Minnesota
$970K +$85.7K +181 +10%
79 80
81
82 83