Invesco QQQ $QQQ Shares Sold by WJ Wealth Management LLC

WJ Wealth Management LLC reduced its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 38.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,578 shares of the exchange traded fund’s stock after selling 8,321 shares during the period. Invesco QQQ accounts for about 3.7% of WJ Wealth Management LLC’s investment portfolio, making the stock its 9th largest position. WJ Wealth Management LLC’s holdings in Invesco QQQ were worth $8,542,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of the stock. Fifth Third Securities Inc. lifted its holdings in Invesco QQQ by 2.6% in the 3rd quarter. Fifth Third Securities Inc. now owns 109,863 shares of the exchange traded fund’s stock worth $65,959,000 after buying an additional 2,822 shares in the last quarter. SK Wealth Management LLC purchased a new stake in shares of Invesco QQQ during the third quarter worth about $803,000. Great Point Wealth Advisors LLC acquired a new position in shares of Invesco QQQ in the third quarter worth about $507,000. Strengthening Families & Communities LLC purchased a new position in Invesco QQQ in the third quarter valued at about $10,771,000. Finally, Coyle Financial Counsel LLC grew its stake in Invesco QQQ by 4.9% during the 3rd quarter. Coyle Financial Counsel LLC now owns 43,458 shares of the exchange traded fund’s stock valued at $26,091,000 after purchasing an additional 2,035 shares in the last quarter. 44.58% of the stock is owned by institutional investors and hedge funds.

Invesco QQQ Stock Performance

QQQ stock opened at $594.85 on Thursday. The stock’s 50 day moving average is $611.91 and its two-hundred day moving average is $609.22. Invesco QQQ has a 52-week low of $402.39 and a 52-week high of $637.01.

Invesco QQQ Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were issued a dividend of $0.7941 per share. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $3.18 annualized dividend and a yield of 0.5%. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.69.

Invesco QQQ News Roundup

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

• Positive Sentiment: Demand drivers: NVIDIA’s bullish chip outlook lifts AI-related ETFs (beneficial to QQQ’s heavy semiconductor/AI exposure). ETFs to Gain as NVIDIA Views $1 Trillion in Chip Orders by 2027
• Positive Sentiment: Invesco product expansion: launches of QEW (QQQ Equal‑Weight ETF) and DVVY broaden Invesco’s suite and give investors new ways to express tech exposure/diversification—could attract flows that indirectly help QQQ brand recognition. Balancing Tech & Income: Invesco’s Dual Launch of QEW & DVVY
• Positive Sentiment: Technical/support case: chart watchers note QQQ nearing key trendlines and some bullish technical setups that could attract dip buyers. Bullish Returns for QQQ as ETF Nears Key Trendline
• Neutral Sentiment: Unusual options activity: institutional accumulation and elevated options flow into QQQ signal bigger moves/hedging interest — increases volume and volatility risk but not a directional certainty. One Member Turned Volatility Into 536% in a Day…
• Neutral Sentiment: Mixed macro commentary: several analyst pieces highlight both bullish technical setups and structural risks—this keeps positioning conflicted and trading choppy. Bullish Technical Setup Vs. Fundamental Crash Risks
• Negative Sentiment: Fed guidance: the new dot‑plot and FOMC tone imply only limited rate cuts (one this year, one in 2027) — markets interpret this as higher‑for‑longer policy, which pressures growth and tech multiples. New Fed “Dot Plot” Sends Markets Sliding
• Negative Sentiment: Hot wholesale inflation: February PPI rose sharply, raising odds of tighter policy persistence and squeezing high‑multiple tech valuations that dominate QQQ. Producer Price Index: Wholesale Inflation Up 0.7% In February
• Negative Sentiment: Geopolitical/oil shock risk: Iran‑related tensions and rising oil prices are fueling risk‑off flows and rotation into energy/commodities, which typically weighs on growth‑oriented ETFs like QQQ. Already Broken: The Pre-War Cracks That Could Make The Oil Shock The Final Blow
• Negative Sentiment: “Rates higher for longer” and stagflation warnings from multiple macro pieces increase recession/earnings risk for tech-heavy indexes, reinforcing risk‑off positioning. Rates Will Be Higher For Longer

Invesco QQQ Company 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.