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Institutional Holdings
QQQXOwnership Summary
Institutions Holding
6
Total Shares Held
11,338
Total Value Held
$126,271
Quarter
2026-06-30
Active Positions
Increased Positions
1
230 shares
Decreased Positions
1
2,977 shares
Held Positions
2
779 shares
New Positions
2
7,352 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| TRUST CO OF VERMONT | 2,977 | $89,727 | ▼ -372 | 0.00% | 2026-06-30 |
| CoreFirst Bank & Trust | 658 | $19,832 | Unchanged | 0.01% | 2026-06-30 |
| Thomas J. Herzfeld Advisors, Inc. | 230 | $6,941 | ▲ +5 | 0.00% | 2026-06-30 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 200 | $6,028 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 121 | $3,527 | Unchanged | 0.00% | 2026-06-30 |
| BOSTON FAMILY OFFICE LLC | 7,152 | $216 | New position | 0.01% | 2026-06-30 |