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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
2001
Stelac Advisory Services
New York
$1.81M – – –
CI
2002
CX Institutional
Indiana
$1.81M +$535K +934 +45%
LEA
2003
Legacy Edge Advisors
New York
$1.81M -$18.3K -32 -1%
OC
2004
Oakworth Capital
Alabama
$1.81M -$37.2K -65 -2%
Q1WB
2005
Quest 10 Wealth Builders
Virginia
$1.8M +$2.29K +4 +0.1%
GCS
2006
Gordian Capital (Singapore)
Singapore
$1.8M +$1.72M +3,000 New
GFG
2007
Grantvest Financial Group
New Jersey
$1.8M +$94.5K +165 +6%
PCMN
2008
Paradigm Capital Management (Nevada)
Nevada
$1.8M +$941K +1,644 +121%
SIC
2009
Shoker Investment Counsel
Ohio
$1.79M -$9.16K -16 -0.5%
BFA
2010
Beacon Financial Advisory
Ohio
$1.79M +$152K +266 +10%
FL
2011
FreeGulliver LLC
Louisiana
$1.78M -$164K -286 -9%
NAG
2012
Northstar Advisory Group
New Jersey
$1.78M -$79K -138 -4%
GC
2013
GatePass Capital
Ohio
$1.77M +$68.1K +119 +4%
BAMG
2014
Brand Asset Management Group
Missouri
$1.77M +$1.34M +2,340 +386%
SIM
2015
Synergy Investment Management
Florida
$1.77M +$1.69M +2,945 New
IIM
2016
Ipswich Investment Management
Massachusetts
$1.77M -$28.6K -50 -2%
ZBNA
2017
Zions Bancorporation, National Association
Utah
$1.75M -$51.5K -90 -3%
KBFS
2018
Kohmann Bosshard Financial Services
Ohio
$1.75M +$1.67M +2,921 New
JFGIW
2019
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.75M -$28.6K -50 -2%
WA
2020
Waddell & Associates
Tennessee
$1.75M +$131K +228 +9%
XWM
2021
Xcel Wealth Management
Florida
$1.75M -$279K -487 -14%
GC
2022
Grange Capital
Oregon
$1.74M -$125K -219 -7%
WWM
2023
WT Wealth Management
Arizona
$1.74M +$178K +311 +12%
RFN
2024
Redwood Financial Network
Ohio
$1.74M -$56.1K -98 -3%
CFA
2025
Capstone Financial Advisors
Illinois
$1.73M +$437K +764 +36%
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