INVESCO QQQ TR
CUSIP 04609E107
Invesco Qqq Tr has 4 institutional holders in Filings Flow’s 13F database, together reporting 8.9K shares worth $5M as of Q1 2026. The largest reported holders are Schroder Investment Management Group, Peak Retirement Planning, Inc., and Owl Creek Wealth Partners LLC.
Institutional Holders
4
Q1 2026
Reported Value
$5M
Ticker
unmapped
private placement or foreign
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Peak Retirement Planning, Inc.$501M AUM | 4.34% | $15M | 25.7K | Q3 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.97% | $3M | 4.7K | Q1 2026 |
| Hoxton Planning & Management, LLC$333M AUM | 0.68% | $2M | 3.9K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.19% | $2M | 2.8K | Q3 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.17% | $220M | 368.2K | Q3 2025OLDER |
| Plum Street Advisors, LLC$289M AUM | 0.11% | $248,390 | 450 | Q2 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.07% | $375,832 | 626 | Q3 2025OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.05% | $134,976 | 231 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.