Caliber Wealth Management LLC KS Sells 2,416 Shares of Invesco QQQ $QQQ

Caliber Wealth Management LLC KS trimmed its holdings in Invesco QQQ (NASDAQ:QQQ) by 8.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 26,958 shares of the exchange traded fund’s stock after selling 2,416 shares during the quarter. Invesco QQQ makes up about 1.8% of Caliber Wealth Management LLC KS’s portfolio, making the stock its 12th biggest position. Caliber Wealth Management LLC KS’s holdings in Invesco QQQ were worth $16,185,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of QQQ. JPMorgan Chase & Co. increased its stake in Invesco QQQ by 42.4% in the 2nd quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock worth $2,700,424,000 after buying an additional 1,457,109 shares during the period. Northwestern Mutual Wealth Management Co. boosted its position in Invesco QQQ by 0.7% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,223,327 shares of the exchange traded fund’s stock valued at $1,778,116,000 after buying an additional 22,220 shares during the period. HRT Financial LP grew its stake in Invesco QQQ by 118.3% in the 2nd quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock worth $1,735,226,000 after acquiring an additional 1,704,600 shares in the last quarter. Envestnet Asset Management Inc. increased its position in shares of Invesco QQQ by 2.2% during the third quarter. Envestnet Asset Management Inc. now owns 2,986,326 shares of the exchange traded fund’s stock worth $1,792,901,000 after acquiring an additional 64,025 shares during the period. Finally, Symphony Financial Ltd. Co. purchased a new position in shares of Invesco QQQ during the second quarter worth approximately $1,236,482,000. Hedge funds and other institutional investors own 44.58% of the company’s stock.

More Invesco QQQ News

Here are the key news stories impacting Invesco QQQ this week:

• Positive Sentiment: Fed easing expectations could lift growth and tech stocks, a tailwind for QQQ as investors price in a softer policy path. Federal Reserve Watch: The Fed Turns The Corner
• Positive Sentiment: Bullish analyst pieces argue QQQ is technically and fundamentally set up for a breakout and is undervalued relative to rate-driven swings, encouraging buy-the-dip flows. QQQ Poised For A Breakout, JEPQ To Underperform
• Positive Sentiment: Pre-market/updating ETF coverage notes showed early strength in QQQ, which can attract short-term momentum buyers and ETF flows. Invesco QQQ Trust ETF (QQQ) Daily Update, 2-6-2026
• Neutral Sentiment: Commentary urging investors not to panic suggests current volatility could be a cleansing of speculative excess rather than a structural tech collapse — this can stabilize flows but doesn’t guarantee an immediate rebound. Don’t Panic As We Clear Speculative Excess In Crypto, Metals, And Tech
• Negative Sentiment: Reports that Alphabet ramped AI spending spooked investors and weighed on large-cap tech, a direct negative for QQQ because the ETF is heavily concentrated in mega-cap tech names. SPY, QQQ decline as US equities fall: Alphabet’s increased AI spending spooks investors
• Negative Sentiment: Market rotation into value and defensive sectors is gaining momentum, which pressures growth‑heavy ETFs like QQQ as money shifts to cyclicals, staples, and dividend names. S&P 500 And XLP: Rotation To Value Funds Just Started
• Negative Sentiment: Broader macro and sentiment concerns—AI hype unwind, layoffs, and recessionary warnings—are cited by several commentators as drivers of a risk-off tilt that can further depress QQQ if sustained. Recessionary Bear Market With The AI Bubble Burst

Invesco QQQ Stock Up 2.1%

Invesco QQQ stock opened at $609.65 on Friday. Invesco QQQ has a fifty-two week low of $402.39 and a fifty-two week high of $637.01. The company has a 50 day moving average price of $619.69 and a 200-day moving average price of $602.29.

Invesco QQQ Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were given a dividend of $0.7941 per share. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, December 22nd. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.69.

About Invesco QQQ

PowerShares QQQ Trust, Series 1 is a unit investment trust that issues securities called Nasdaq-100 Index Tracking Stock. The Trust’s investment objective is to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Trust provides investors with the opportunity to purchase units of beneficial interest in the Trust representing proportionate undivided interests in the portfolio of securities held by the Trust, which consists of substantially all of the securities, in substantially the same weighting, as the component securities of the Nasdaq-100 Index.