Institutional Owners for QQQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PRIVATE WEALTH STRATEGIES LLC | UNIT SER 1 | 651 | $27,643,279 | 62,258 | 0.01 | 0.01 | 9 | 0.01 | 03-31-2024 |
| CREATIVEONE WEALTH LLC | UNIT SER 1 | 652 | $27,642,000 | 62,255 | 1.10 | 1.16 | 17,919 | 40.42 | 03-31-2024 |
| SPINNAKER TRUST | Equities | 653 | $27,608,986 | 62,182 | 0.00 | 0.00 | 14,236 | 29.69 | 03-31-2024 |
| PSI ADVISORS LLC | MF Closed and MF Open | 654 | $27,559,955 | 62,071 | 0.01 | 0.01 | -835 | -1.33 | 03-31-2024 |
