Institutional Owners for QQQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SMITH SHELLNUT WILSON LLC /ADV | UNIT SER 1 | 1151 | $11,171,736 | 25,161 | 0.01 | 0.01 | -500 | -1.95 | 03-31-2024 |
| LVW ADVISORS LLC | UNIT SER 1 | 1152 | $9,268,748 | 25,090 | 0.00 | 1.29 | 4,000 | 18.97 | 06-30-2023 |
| LAKE STREET ADVISORS GROUP LLC | UNIT SER 1 | 1153 | $11,152,963 | 25,086 | 0.00 | 0.51 | -726 | -2.81 | 03-31-2024 |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | UNIT SER 1 | 1154 | $11,118,981 | 25,042 | 0.00 | 0.00 | -1,017 | -3.90 | 03-31-2024 |
