Powershares

13F holders, Q1 2026 (March 31)
5holders −4
1new positions
5sold out
$577.17avg. 13F price*

At the end of Q1 2026, 5 institutions reported holding Powershares in their 13F filings, down 4 from Q4 2025. 1 opened new positions and 5 sold out. The largest holders were Chartist Inc. ($30.6M), Cascades Capital Asset Management, LLC ($3.2M) and Blue Edge Capital, LLC ($2.0M).

Company
Powershares
Filed as
INVESCO QQQ TR (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$12K
Exits5$9.0M

All 13F filers, Q4 2025 → Q1 2026: 1,051 shares bought and 15,530 shares sold, net −14,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Chartist Inc. 21.98% Reduce -1.4% 53,009 $30.6M
Cascades Capital Asset Management, LLC 1.36% Add +22.7% 5,561 $3.2M
Blue Edge Capital, LLC 0.26% Reduce -1.3% 3,406 $2.0M
Horizon Financial Services, LLC 0.25% Reduce -0.3% 971 $560K
Phillip James Consulting Co. 0.01% New 21 $12K

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