Invesco QQQ Trust Series 1 Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of QQQD?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	2,240	0.00104%
Institutions	215,321,083	100%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 9.4%.

Top Shareholders

Top 25 shareholders own 0% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
0%	Morgan Stanley, Investment Banking and Brokerage Investments	17,829,491	US$0	2.06%	1.06%
0%	LPL Financial Corporation, Asset Management Arm	9,006,170	US$0	2.35%	2.1%
0%	Bank of America Corporation, Asset Management Arm	7,714,813	US$0	27.1%	1.17%
0%	Goldman Sachs Group, Investment Banking and Securities Investments	5,794,861	US$0	-12.6%	1.46%
0%	UBS Asset Management AG	5,450,382	US$0	1.68%	0.28%
0%	Wells Fargo & Company, Securities and Brokerage Investments	5,164,651	US$0	-13.1%	0.82%
0%	Columbia Management Investment Advisers, LLC	4,626,278	US$0	-6.85%	0.54%
0%	Merrill Lynch & Co. Inc., Banking Investments	4,211,275	US$0	5.59%	0.8%
0%	Royal Bank of Canada, Banking & Securities Investments	4,073,413	US$0	-44.5%	1.07%
0%	Hudson River Trading LLC, Asset Management Arm	3,369,991	US$0	-14.8%	9.33%
0%	Susquehanna International Group, LLP, Asset Management Arm	3,240,078	US$0	-35.3%	2.75%
0%	Envestnet Asset Management, Inc.	3,154,987	US$0	-2.04%	0.54%
0%	Northwestern Mutual Wealth Management Company	3,112,439	US$0	-2.71%	1.48%
0%	Howard Capital Management, Inc.	2,987,625	US$0	0%	22.79%
0%	PNC Financial Services Group Inc., Banking Investments	2,857,525	US$0	-1.16%	0.85%
0%	Wells Fargo & Company, Private Banking and Investment Banking Arm	2,586,119	US$0	50%	1.47%
0%	Shanda Payment Investment Limited	2,500,000	US$0	13.6%	67.95%
0%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	2,435,419	US$0	11.7%	0.31%
0%	Commonwealth Equity Services, LLC	2,373,065	US$0	-6.74%	1.86%
0%	Raymond James Financial Services Advisors, Inc.	2,299,799	US$0	2.6%	1.6%
0%	Healthcare of Ontario Pension Plan	2,164,000	US$0	-22.9%	2.77%
0%	JPMorgan Chase & Co, Brokerage and Securities Investments	2,140,133	US$0	-25.5%	0.49%
0%	Churchill Management Corp.	1,826,253	US$0	-19%	10.63%
0%	Fisher Asset Management, LLC	1,817,380	US$0	-3.74%	0.38%
0%	Zenkyoren Asset Management of America Inc.	1,759,000	US$0	0%	7.34%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/29 14:10
End of Day Share Price	2024/12/27 00:00
Earnings	2024/09/30
Annual Earnings	2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Invesco QQQ Trust, Series 1 is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution