Institutional Owners for QQQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MONTEREY PRIVATE WEALTH INC | UNIT SER 1 | 1601 | $5,547,442 | 12,494 | 0.00 | 0.00 | 744 | 6.33 | 03-31-2024 |
| PRINCIPLE WEALTH PARTNERS LLC | UNIT SER 1 | 1602 | $5,519,574 | 12,431 | 0.00 | 0.00 | 33 | 0.27 | 03-31-2024 |
| PROVISE MANAGEMENT GROUP LLC | UNIT SER 1 | 1603 | $5,079,585 | 12,404 | 0.00 | 0.00 | 254 | 2.09 | 12-31-2023 |
| RAINSBERGER WEALTH ADVISORS INC | UNIT SER 1 | 1604 | $5,071,474 | 12,384 | 0.00 | 0.00 | -1,044 | -7.77 | 12-31-2023 |
