Institutional Owners for QQQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AMERICA FIRST INVESTMENT ADVISORS LLC | UNIT SER 1 | 3851 | $287,718 | 648 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SUMMIT FINANCIAL WEALTH ADVISORS LLC | UNIT SER 1 | 3852 | $286,386 | 645 | 0.00 | 0.00 | -326 | -33.57 | 03-31-2024 |
| BAUGH & ASSOCIATES LLC | UNIT SER 1 | 3853 | $263,746 | 644 | 0.00 | 0.00 | 13 | 2.06 | 12-31-2023 |
| FOSTER & MOTLEY INC | ETF | 3854 | $286,000 | 644 | 0.02 | 0.02 | 16 | 2.55 | 03-31-2024 |
