QBIG Institutional Ownership
Invesco Top QQQ ETF
1W: +0.5%
1M: +2.4%
3M: +6.9%
YTD: +11.0%
1Y: +12.2%
$42.46
+0.67 (+1.61%)
Weekly Expected Move ±2.3%
$41
$41
$42
$43
$44
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — QBIG
5
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
19M
Total Invested
2
New Positions
1
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ATX Financial Planning, LLC | 38,517 | 2M | -2,567 | -6.2% | 3Q | SEC ↗ |
| 2 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILI NEW | 22,275 | 946K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Geneos Wealth Management Inc. | 15,660 | 665K | -1,134 | -6.8% | 4Q | SEC ↗ |
| 4 | Summit Financial, LLC | 9,243 | 392K | +114 | +1.2% | 4Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 5,492 | 233K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Financial & Tax Architects, LLC | 0 | 0K | -7,152 | -100.0% | 1Q | SEC ↗ |
| 7 | MORGAN STANLEY | 0 | 0K | -1,736 | -100.0% | 1Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 0 | 0K | -3,833 | -100.0% | 4Q | SEC ↗ |
| 9 | TUCKER ASSET MANAGEMENT LLC | 0 | 0K | -71 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| SHEPHERD WEALTH MANAGEMENT Ltd LIAB | 22,275 | 946K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,492 | 233K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Financial & Tax Architects, LLC | 7,152 | 304K |
| BANK OF AMERICA CORP /DE | 3,833 | 163K |
| MORGAN STANLEY | 1,736 | 74K |
| TUCKER ASSET MANAGEMENT LLC | 71 | 3K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Summit Financial, LLC | +114 | +1.2% | 9,243 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ATX Financial Planning, LLC | -2,567 | -6.2% | 38,517 |
| Geneos Wealth Management Inc. | -1,134 | -6.8% | 15,660 |