Institutional Owners for QQQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CLEAR PERSPECTIVES FINANCIAL PLANNING LLC | UNIT SER 1 ETF | 2201 | $1,629,362 | 5,077 | 0.00 | 0.00 | -25 | -0.49 | 03-31-2023 |
| BEAUMONT FINANCIAL ADVISORS LLC | UNIT SER 1 | Liquidated | $0 | 0 | 0.00 | 0.00 | 328 | 6.92 | 03-31-2024 |
| EPG WEALTH MANAGEMENT LLC | UNIT SER 1 | 2203 | $2,247,585 | 5,062 | 0.00 | 0.00 | 399 | 8.56 | 03-31-2024 |
| CONTRAVISORY INVESTMENT MANAGEMENT INC | UNIT SER 1 | 2204 | $2,244,027 | 5,054 | 0.00 | 0.00 | 4 | 0.08 | 03-31-2024 |
