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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
2001
Dana Investment Advisors
Wisconsin
$1.64M -$87.5K -176 -6%
JFGIW
2002
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.64M -$17.9K -36 -1%
BIAS
2003
Beacon Investment Advisory Services
New Jersey
$1.63M +$213K +428 +17%
SPA
2004
Sentinel Pension Advisors
Massachusetts
$1.63M -$109K -220 -7%
NCL
2005
Nishkama Capital LLC
Puerto Rico
$1.62M +$1.46M +2,945 New
HCM
2006
Howland Capital Management
Massachusetts
$1.62M -$43.8K -88 -3%
GFPC
2007
Global Financial Private Client
Florida
$1.62M -$37.8K -76 -3%
OFS
2008
OneAscent Financial Services
Alabama
$1.62M +$318K +639 +28%
TFA
2009
Tranquilli Financial Advisor
New Jersey
$1.61M +$1.21M +2,430 +502%
SWA
2010
Strata Wealth Advisors
Texas
$1.59M +$732K +1,471 +104%
SMWM
2011
Silvia McColl Wealth Management
California
$1.59M +$37.3K +75 +3%
EFA
2012
Evernest Financial Advisors
Indiana
$1.58M +$3.98K +8 +0.3%
WA1
2013
Wimmer Associates 1
California
$1.58M – – –
MMA
2014
Mizuho Markets Americas
New York
$1.57M -$1.59M -3,200 -53%
QPW
2015
Quantum Private Wealth
Florida
$1.57M -$91K -183 -6%
GLA
2016
Great Lakes Advisors
Illinois
$1.57M -$849K -1,707 -37%
TIM
2017
Tortoise Investment Management
New York
$1.57M +$12.4K +25 +0.9%
GC
2018
GatePass Capital
Ohio
$1.56M -$215K -433 -13%
CWP
2019
Core Wealth Partners
California
$1.56M +$145K +292 +11%
HWM
2020
HRC Wealth Management
Idaho
$1.56M +$64.2K +129 +5%
GFG
2021
Grantvest Financial Group
New Jersey
$1.56M +$70.1K +141 +5%
GAG
2022
GM Advisory Group
New York
$1.56M +$135K +271 +11%
KA
2023
Klingman & Associates
New York
$1.56M -$14.4K -29 -1%
GC
2024
Gilbert & Cook
Iowa
$1.55M +$55.2K +111 +4%
HVIA
2025
Hudson Valley Investment Advisors
New York
$1.55M -$14.9K -30 -1%
79 80
81
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