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Disclosery

QQQJ INVESCO EXCH TRADED FD TR II

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ETF (fund)

149 managers (149 13F filers) reported a position in QQQJ shares at 2025-03-31, 5,681,790 shares in all. 13 filers opened a position and 18 filers sold out during the quarter.

Managers
149
13F filers
149
New
13
Added
39
Reduced
54
Sold out
18
Shares held by filers
5,681,790

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,185,097$34.4M0.01%-140,66613F-HRTimelineGroup
LPL Financial LLC370,825$10.8M<0.01%+3,78413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY297,509$8.63M<0.01%+43,44213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC244,054$7.08M0.01%+240,38813F-HRTimelineGroup
Erickson Financial Group, LLC239,997$6.96M5.2%-4,37013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/184,147$5.34M<0.01%-43,70813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN166,958$4.84M<0.01%-12,79413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…166,608$4.83M0.22%-3,19813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP143,307$4.18M<0.01%+54,20513F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …134,665$3.91M0.1%+1,67213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA118,163$3.43M<0.01%-12,13413F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC114,622$3.33M<0.01%-5,90213F-HR/ATimelineGroup
Purus Wealth Management, LLC92,331$2.68M1.14%+3,08013F-HRTimeline
SteelPeak Wealth, LLC89,405$2.59M0.11%+3,50013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.83,145$2.41M0.17%-1,91613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC77,631$2.25M<0.01%+1,81513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.72,096$2.09M0.01%-6,27013F-HRTimeline
Wealthfront Advisers LLC68,035$1.97M0.01%+16,28613F-HRTimeline
NOVEM GROUP65,200$1.89M0.27%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.54,512$1.58M<0.01%+5,72713F-HRTimelineGroup
Tradition Wealth Management, LLC53,449$1.55M0.14%-2,03913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,906$1.27M<0.01%+1,68213F-HRTimeline
UBS Group AGin group UBS Group AG41,598$1.21M<0.01%-12,62713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,255$1.11M<0.01%+13,22013F-HRTimelineGroup
Texas Yale Capital Corp.37,440$1.09M0.04%+22,25013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,382$1.06M<0.01%+1,19413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,698$1.01M0.01%+26713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC32,666$948K<0.01%-31313F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.31,484$913K0.06%-23713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,976$899K<0.01%-5,78213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management29,646$860K0.01%-38413F-HRTimelineGroup
Cornerstone Wealth Management, LLC28,576$829K0.06%-19813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…28,059$818K<0.01%013F-HRTimelineGroup
GERBER, LLC26,122$758K0.63%-6,27313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,899$751K<0.01%-7,30213F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC24,391$708K0.09%+3,86813F-HRTimeline
Apexium Financial, LP23,655$686K0.04%-3,16713F-HRTimeline
NewEdge Advisors, LLC23,237$674K<0.01%-3,20613F-HRTimeline
WealthCare Investment Partners, LLC23,750$636K0.27%-19,80113F-HRTimeline
Cetera Investment Advisers21,747$631K<0.01%-5,53713F-HRTimeline
IHT Wealth Management, LLC21,470$623K0.02%+3813F-HRTimeline
Cambridge Investment Research Advisors,…21,398$621K<0.01%-1,80613F-HRTimeline
Clarius Group, LLC20,601$598K0.04%013F-HRTimeline
WEDBUSH SECURITIES INC20,227$587K0.02%-1,90813F-HRTimeline
Cresset Asset Management, LLC19,445$564K<0.01%-8,70413F-HRTimeline
LRI Investments, LLC562,679$563K0.05%013F-HRTimeline
Goldstone Financial Group, LLC18,828$546K0.08%+8,15213F-HRTimeline
RMR Wealth Builders18,631$540K0.06%-2,50413F-HRTimeline
MML INVESTORS SERVICES, LLC16,916$491K<0.01%+95013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,488$449K<0.01%-7,09213F-HRTimelineGroup
TD Waterhouse Canada Inc.14,458$420K<0.01%+51513F-HRTimeline
&PARTNERS14,276$416K<0.01%-10613F-HRTimeline
Mystic Asset Management, Inc.14,315$415K0.11%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,948$405K0.01%+3,66213F-HRTimelineGroup
Proactive Wealth Strategies LLC13,771$400K0.21%+12313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,613$395K<0.01%-38,85813F-HRTimelineGroup
Creative Planningin group Creative Planning13,397$389K<0.01%+913F-HRTimelineGroup
Steward Partners Investment Advisory, L…13,167$382K<0.01%+20013F-HRTimeline
Private Advisor Group, LLC12,292$357K<0.01%+25213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,270$356K<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth11,118$323K<0.01%+713F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,041$320K<0.01%-11,70113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,932$317K<0.01%-13,69113F-HRTimelineGroup
Pointe Capital Management LLC10,411$302K0.18%-29713F-HRTimeline
Granite Bay Wealth Management, LLC10,250$297K0.1%-2,50013F-HRTimeline
Congress Park Capital LLC9,898$287K0.11%+46813F-HRTimeline
Capital Investment Advisory Services, L…9,572$278K0.02%-30613F-HRTimeline
Ellis Investment Partners, LLC9,030$262K0.05%+9313F-HRTimeline
Retirement Planning Co of New England, …8,772$254K0.13%-40013F-HR/ATimeline
GILL CAPITAL PARTNERS, LLC7,983$232K0.08%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,032$230K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC7,398$215K<0.01%+1,10513F-HRTimelineGroup
HighTower Advisors, LLC7,088$206K<0.01%-5,69513F-HRTimeline
OneDigital Investment Advisors LLC6,992$203K<0.01%+27313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,897$200K<0.01%-1,91113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.6,624$192K0.01%-36713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,944$172K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,771$167K<0.01%-2,16513F-HRTimelineGroup
SBI Securities Co., Ltd.5,367$156K0.01%-11313F-HRTimeline
JFS WEALTH ADVISORS, LLC3,740$109K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC3,452$100K<0.01%-1,83213F-HRTimelineGroup
TD Capital Management LLC3,117$90.4K0.01%+513F-HRTimeline
Topsail Wealth Management, LLC3,005$87.2K0.02%013F-HRTimeline
Geneos Wealth Management Inc.2,777$80.6K<0.01%+1,41813F-HRTimeline
NorthRock Partners, LLC2,283$66.2K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc2,119$61K0.01%+10613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,055$59.6K<0.01%-2513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,735$50.3K<0.01%013F-HRTimeline
MAI Capital Management1,645$47.7K<0.01%-1,33213F-HRTimeline
Investment Research & Advisory Group, I…1,209$35.1K0.01%+213F-HRTimeline
WASHINGTON TRUST Co1,000$29K<0.01%-50013F-HRTimeline
Winch Advisory Services, LLC976$28.3K0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC962$27.9K<0.01%+38613F-HRTimeline
AE Wealth Management LLC905$26.3K<0.01%+75613F-HRTimeline
Sunbelt Securities, Inc.887$25.7K<0.01%-19913F-HRTimeline
Aventura Private Wealth, LLC794$23K0.01%013F-HRTimeline
Truvestments Capital LLC700$20.3K<0.01%013F-HRTimeline
Smithfield Trust Co685$20K<0.01%013F-HRTimeline
Goodman Advisory Group, LLC675$19.6K0.01%new13F-HR/ATimeline
Parallel Advisors, LLC617$17.9K<0.01%-11513F-HRTimeline
Federation des caisses Desjardins du Qu…611$17.7K<0.01%-2013F-HRTimeline
FSA Wealth Management LLC609$17.7K0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC584$17K<0.01%-1,29313F-HRTimeline
Stephens Consulting, LLC528$15.3K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC525$15.2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC500$14.5K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC500$14.5K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB497$14.4K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC481$14K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC394$11.4K<0.01%new13F-HRTimeline
Pacific Center for Financial Services376$10.9K<0.01%+113F-HRTimeline
Key Financial Inc335$9.72K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC309$8.96K<0.01%013F-HRTimeline
Sandy Spring Bank305$8.85K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$8.7K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…280$8.12K<0.01%013F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …250$7.25K<0.01%013F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.245$7.1K<0.01%013F-HRTimeline
CX Institutional234$7K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc213$6.18K<0.01%013F-HRTimeline
Continuum Advisory, LLC213$6.18K<0.01%-36613F-HRTimeline
NVWM, LLC208$6.03K<0.01%-2913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC200$6K<0.01%new13F-HRTimelineGroup
Crews Bank & Trust205$5.95K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.200$5.8K<0.01%013F-HRTimeline
NFSG Corp200$5.8K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.175$5.08K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…160$4.65K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC154$4.47K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd154$4.47K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT138$4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC122$3.75K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.100$2.9K<0.01%013F-HRTimeline
Allworth Financial LP100$2.87K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC75$2.18K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.70$2.03K<0.01%-7013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…58$1.68K<0.01%-21613F-HRTimelineGroup
Mountain Hill Investment Partners Corp.52$1.5K<0.01%013F-HRTimeline
IFP Advisors, Inc51$1.47K<0.01%-14713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS50$1.45K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.50$1.45K<0.01%013F-HRTimeline
CoreCap Advisors, LLC45$1.3K<0.01%new13F-HRTimeline
CVA Family Office, LLC20$580<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.14$407<0.01%013F-HRTimeline
Hughes Financial Services, LLC4$116<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.3$87<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1$29<0.01%-1,60913F-HRTimelineGroup
Anderson Financial Strategies, LLC1$29<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.