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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
2001
Weaver Consulting Group
California
$2.17M -$3.68K -6 -0.2%
XPN
2002
XY Planning Network
Montana
$2.17M +$25.2K +41 +1%
NWM
2003
Nova Wealth Management
Florida
$2.17M -$73.6K -120 -3%
DI
2004
DAGCO Inc
Ohio
$2.17M +$587K +956 +37%
BCM
2005
Bienville Capital Management
New York
$2.17M +$12.9K +21 +0.6%
AWM
2006
Aries Wealth Management
Maine
$2.17M +$9.2K +15 +0.4%
WAM
2007
WealthCare Asset Management
Missouri
$2.16M +$2.19M +3,577 New
MFG
2008
Mosaic Financial Group
Illinois
$2.16M +$1.84K +3 +0.1%
ORAM
2009
One River Asset Management
Connecticut
$2.16M -$853K -1,390 -28%
FCIM
2010
Fairview Capital Investment Management
California
$2.16M -$36.8K -60 -2%
IIC
2011
Ironwood Investment Counsel
Arizona
$2.15M -$103K -168 -5%
NIM
2012
Northeast Investment Management
Massachusetts
$2.15M +$63.8K +104 +3%
PFA
2013
Professional Financial Advisors
Nebraska
$2.15M +$274K +446 +15%
FF
2014
Financial Futures
New Jersey
$2.14M -$57.1K -93 -3%
BC
2015
Bulwark Capital
Florida
$2.14M – – –
CFP
2016
Comprehensive Financial Planning
Pennsylvania
$2.14M -$15.3K -25 -0.7%
PW
2017
Pandora Wealth
Illinois
$2.14M +$18.4K +30 +0.9%
ACM
2018
Avalon Capital Management
California
$2.14M +$625K +1,018 +41%
OF
2019
Outfitter Financial
Maine
$2.12M +$55.2K +90 +3%
GC
2020
Gilbert & Cook
Iowa
$2.12M +$383K +624 +22%
FAT
2021
First American Trust
California
$2.12M +$19.6K +32 +0.9%
BEC
2022
Blue Edge Capital
Virginia
$2.12M -$6.14K -10 -0.3%
WDL
2023
Well Done LLC
Michigan
$2.11M +$9.82K +16 +0.5%
AMBIA
2024
Allen Mooney & Barnes Investment Advisors
Georgia
$2.11M +$9.2K +15 +0.4%
TWM
2025
Topsail Wealth Management
North Carolina
$2.1M +$21.5K +35 +1%
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