INVESCO QQQ TRUST, SERIES 1
For the period ended Oct 24, 2025. Filed Aug 18, 2025.
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Oct 24, 2025 · Filed Aug 18, 2025
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Contents
Appendix E
OWNERSHIP OF SHARES
Occasionally, the number of shares of the Trust held in “street name” accounts of various securities dealers for the benefit of their clients as well as the number of shares held by other shareholders of record may exceed 5% of the total shares outstanding of the Trust. As of August 8 , 2025, to the best of the Trust’s knowledge, the following Shareholders owned 5% or more of the outstanding shares of the Trust:
| Name & Address | Amount of Shares Owned | % of Shares Owned |
|---|---|---|
| Charles Schwab & Co. P.O. Box 64930 Phoenix, AZ 85082-4930 | 149,389,666 | 23.56% |
| National Financial Services LLC P.O. Box 28016 Albuquerque, NM 87125-8016 | 113,626,223 | 17.92% |
| Morgan Stanley & Co. 1300 Thames Street, 7th Floor Baltimore, MD 21231 | 48,634,353 | 7.67% |
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