Public ownership evidence

Invesco QQQ Trust, Series 1 (QQQ) Ownership Disclosures

Read QQQ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco QQQ Trust, Series 1: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Arbor Wealth Management LLC\AZ
Report period
2025-12-31
Available
2026-09-01
Reported shares
151
Value (USD)
$92,940
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002149091-26-000002
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read QQQ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read QQQ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Arbor Wealth Management LLC\AZ2025-12-312026-09-01151$92,940None
Cornerstone Financial Management LLC2026-06-302026-08-29166$122,242None
Cornerstone Financial Management LLC2026-03-312026-08-29125$72,148None
Cornerstone Financial Management LLC2025-12-312026-08-29125$76,789None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2984,582$39,662,182None
Deeter Investments LLP2025-12-312026-08-29468,000$1,623,229Call
Corient Private Wealth LP2026-06-302026-08-28520,859$383,576,650None
Corient Private Wealth LP2026-06-302026-08-2824,411$17,976,365None
Redwood Investment Management, LLC2024-12-312026-08-286,977$3,567,000None
Redwood Investment Management, LLC2025-03-312026-08-2847,458$22,254,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2859,535$43,841,869None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2846,066$26,588,156None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-28845$518,928None
AFFINITY WEALTH LLC2025-06-302026-08-2710$5,516None
Reflection Asset Management2026-03-312026-08-278,895$5,970,456None
Legacy Edge Advisors, LLC2025-09-302026-08-273,020$1,812,841None
HORAN Wealth, LLC2026-06-302026-08-273,312$2,439,164None
Principia Wealth Advisory, LLC2026-06-302026-08-2714,387$10,589,756None
Principia Wealth Advisory, LLC2026-03-312026-08-2766$38,351None
Brown Financial Advisors2026-06-302026-08-27573$421,957None
Dakota Wealth Management2025-09-302026-08-2774,494$44,724,942None
Dakota Wealth Management2025-12-312026-08-2794,219$57,879,651None
Dakota Wealth Management2026-03-312026-08-2798,402$56,795,533None
Redwood Investment Management, LLC2025-06-302026-08-2753,530$29,529,000None
Redwood Investment Management, LLC2025-09-302026-08-2750,700$30,439,000None
Redwood Investment Management, LLC2025-12-312026-08-2753,351$32,774,000None
Giverny Capital Inc.2026-06-302026-08-27391$287,932None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-27865$499,112None
Advus Financial Partners, LLC2026-06-302026-08-26289$212,929None
Advus Financial Partners, LLC2025-03-312026-08-26561$263,266None
Advus Financial Partners, LLC2024-12-312026-08-26519$265,549None
Advus Financial Partners, LLC2024-09-302026-08-26518$252,759None
Advus Financial Partners, LLC2024-06-302026-08-26517$247,717None
Advus Financial Partners, LLC2024-03-312026-08-26514$228,378None
Advus Financial Partners, LLC2023-12-312026-08-26513$210,216None
Advus Financial Partners, LLC2022-03-312026-08-26590$214,062None
Advus Financial Partners, LLC2021-09-302026-08-26772$307,152None
First Nebraska Trust Co2003-09-302026-08-266,920$224,346None
First Nebraska Trust Co2003-12-312026-08-266,870$250,480None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26607$372,650None
Financial Insights, Inc.2026-06-302026-08-2629,790$21,937,708None
Kirkwood Financial Services2026-06-302026-08-265,030$3,671,250None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-26746$549,435None
First Nebraska Trust Co2004-03-312026-08-256,870$246,221None
First Nebraska Trust Co2004-06-302026-08-256,870$259,273None
Serenity Investment Advisors2026-06-302026-08-252,349$1,675,743None
CARLSON FINANCIAL, INC.2026-06-302026-08-25579$426,468None
CARLSON FINANCIAL, INC.2026-03-312026-08-25585$337,722None
CARLSON FINANCIAL, INC.2025-12-312026-08-25606$372,506None
Alaska Permanent Fund Corp2026-06-302026-08-25281,196$207,072,000None

90-day public filing window, up to 50 source positions.

Arbor Wealth Management LLC\AZ ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Deeter Investments LLP ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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