We are live on ! Find out more
QQQ icon

Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
2026
Joseph P. Lucia & Associates
New York
$241K +$214K +691 +406%
NFP
2027
Narus Financial Partners
Utah
$241K -$15.2K -49 -5%
GCA
2028
Genesee Capital Advisors
New York
$240K -$3.95M -12,724 -94%
SAM
2029
Sawgrass Asset Management
Florida
$240K -$107K -344 -29%
LWM
2030
Liberty Wealth Management
California
$240K -$5.59K -18 -2%
BF
2031
Brooklyn FI
New York
$239K – – –
CF
2032
Copperwynd Financial
Arizona
$239K +$63.9K +206 +32%
RCG
2033
Resource Consulting Group
Florida
$238K – – –
WW
2034
Waterfront Wealth
Kansas
$238K – – –
WAOTB
2035
Wealth Advisors of Tampa Bay
Florida
$235K +$73.9K +238 +40%
OGF
2036
Orin Green Financial
California
$235K +$252K +812 New
TF
2037
TimeScale Financial
Massachusetts
$234K -$4.66K -15 -2%
OBWP
2038
O'Brien Wealth Partners
Massachusetts
$234K +$259K +836 New
MAM
2039
Madison Asset Management
Wisconsin
$233K -$19.6K -63 -7%
EF
2040
Exeter Financial
Arizona
$233K – – –
CG
2041
Clarus Group
Texas
$233K +$310 +1 +0.1%
TFP
2042
Tilia Fiduciary Partners
North Carolina
$233K +$4.66K +15 +2%
IAG
2043
Investmark Advisory Group
Connecticut
$233K +$86.9K +280 +51%
EBSAM
2044
Eubel Brady & Suttman Asset Management
Ohio
$233K +$258K +830 New
MCM
2045
Mattern Capital Management
Colorado
$232K -$6.21K -20 -2%
AIA
2046
AIMZ Investment Advisors
California
$232K – – –
TWM
2047
TriaGen Wealth Management
California
$232K +$256K +826 New
EWA
2048
EverSource Wealth Advisors
Alabama
$231K -$136K -437 -35%
AFS
2049
Axiom Financial Strategies
Indiana
$231K +$2.48K +8 +1%
RGC
2050
Roberts, Glore & Co
Illinois
$230K – – –
80 81
82
83 84