Powershares

13F holders, Q1 2024 (March 31)
8holders
$443.90avg. 13F price*

At the end of Q1 2024, 8 institutions reported holding Powershares in their 13F filings. The largest holders were Chartist Inc. ($15.3M), Financial Advisory Group ($10.9M) and Folger Nolan Fleming Douglas Capital Management, Inc. ($2.6M).

Company
Powershares
Filed as
INVSC QQQ TRUST SRS 1 ETF IV (Q1 2024)
CUSIP
73935A104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 8Q1 2024Q2 2024: 9Q2 2024Q3 2024: 8Q3 2024Q4 2024: 8Q4 2024Q1 2025: 9Q1 2025Q2 2025: 9Q2 2025Q3 2025: 9Q3 2025Q4 2025: 9Q4 2025Q1 2026: 5Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 8 holders

Chartist Inc. 7.86% Add +0.6% 34,532 $15.3M
Financial Advisory Group 1.92% Add +3.2% 24,544 $10.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.26% No change 5,837 $2.6M
Blue Edge Capital, LLC 0.43% Reduce -41.5% 5,769 $2.6M
Acropolis Investment Management, LLC 0.12% Reduce -3.2% 4,148 $1.8M
Stuart Chaussee & Associates, Inc. 0.15% Add +0.1% 1,174 $521K
Regis Acquisition Inc. 0.16% No change 590 $262K
Byrne Asset Management LLC 0.07% Reduce -21.6% 182 $81K

"% of holder's portfolio" is POWERSHARES's weight in each manager's 13F, not the share of Powershares the manager owns.