Captrust Financial Advisors Sells 874 Shares of Invesco QQQ $QQQ

Captrust Financial Advisors decreased its position in Invesco QQQ (NASDAQ:QQQ) by 0.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 380,218 shares of the exchange traded fund’s stock after selling 874 shares during the period. Captrust Financial Advisors’ holdings in Invesco QQQ were worth $228,271,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Aldebaran Financial Inc. boosted its holdings in shares of Invesco QQQ by 7.9% in the third quarter. Aldebaran Financial Inc. now owns 3,763 shares of the exchange traded fund’s stock worth $2,259,000 after acquiring an additional 274 shares during the period. Second Line Capital LLC boosted its stake in Invesco QQQ by 30.3% during the third quarter. Second Line Capital LLC now owns 2,464 shares of the exchange traded fund’s stock valued at $1,481,000 after buying an additional 573 shares during the period. Copley Financial Group Inc. grew its position in Invesco QQQ by 16.3% during the third quarter. Copley Financial Group Inc. now owns 2,497 shares of the exchange traded fund’s stock worth $1,499,000 after buying an additional 350 shares in the last quarter. San Luis Wealth Advisors LLC bought a new position in Invesco QQQ in the 3rd quarter worth about $2,164,000. Finally, Integrated Investment Consultants LLC increased its stake in Invesco QQQ by 9.6% in the 3rd quarter. Integrated Investment Consultants LLC now owns 10,706 shares of the exchange traded fund’s stock worth $6,428,000 after acquiring an additional 934 shares during the last quarter. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ News Summary

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

• Positive Sentiment: Technical momentum: Chart work suggests QQQ is approaching a key trendline that traders view as a buying opportunity, supporting near-term upside. Bullish Returns for QQQ as ETF Nears Key Trendline
• Positive Sentiment: AI thematic flows: Analysts and ETF guides are pointing investors to ETFs for AI exposure, which tends to benefit QQQ because of its heavy weighting in large-cap tech names. Use These ETFs for Buy-Worthy AI Stocks
• Positive Sentiment: Relative resilience in growth: Commentary highlights QQQ among large-cap growth ETFs that have held up better than the broader S&P 500 during the recent pullback, attracting buyers looking for growth exposure. While the S&P 500 Sells Off These 2 Growth ETFs Are Still Worth Buying
• Positive Sentiment: Sector-specific rallies (neocloud): Strong performance in cloud/AI infrastructure names has lifted pockets of the Nasdaq, providing positive carry to QQQ’s constituents. Neocloud Stocks Skyrocket: Why IREN, CoreWeave, and MARA Holdings Are Rallying
• Neutral Sentiment: Pre-market updates showed modest gains ahead of the session, reflecting incremental buying rather than a single catalyst. Invesco QQQ Trust ETF (QQQ) Daily Update, 3-17-2026
• Neutral Sentiment: ETF comparisons and fund flows commentary (VOO vs QQQ, VONG vs QQQ) are prompting some reallocation debates among investors, which can create incremental trading volume but not necessarily a directional driver. VOO or QQQ: Investor Says One ETF Looks Far More Attractive for 2026
• Negative Sentiment: Geopolitical risk: Coverage of the U.S.-Iran conflict and analyses of its implications for semiconductors raise concerns about supply disruptions and risk-off moves that could hurt tech-heavy QQQ. U.S.-Iran War: Hidden Risks For Semiconductors
• Negative Sentiment: Macro/volatility risks: Articles highlighting war-driven market behavior, rising VIX and rotation into value/defensives signal that a risk-off turn could pressure QQQ if investors flee growth. The War Timeline: Scenarios To Structure Your Portfolio
• Negative Sentiment: Policy and economic risk: Commentary on tariffs, private credit stress and recession risks could weigh on growth sentiment and reduce appetite for high-multiple tech exposure in QQQ. The Trump Administration’s Pivot To Section 301 Tariffs Could Sow Market Turmoil

Invesco QQQ Price Performance

Shares of NASDAQ QQQ opened at $603.31 on Wednesday. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01. The stock’s 50-day moving average is $612.50 and its 200 day moving average is $609.33.

Invesco QQQ Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were paid a $0.7941 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69. This represents a $3.18 annualized dividend and a dividend yield of 0.5%.

Invesco QQQ Profile

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.