Soltis Investment Advisors LLC Has $13.17 Million Holdings in Invesco QQQ $QQQ

Soltis Investment Advisors LLC lifted its holdings in Invesco QQQ (NASDAQ:QQQ) by 18.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,443 shares of the exchange traded fund’s stock after purchasing an additional 3,372 shares during the period. Invesco QQQ accounts for about 0.9% of Soltis Investment Advisors LLC’s investment portfolio, making the stock its 15th biggest holding. Soltis Investment Advisors LLC’s holdings in Invesco QQQ were worth $13,173,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of QQQ. Brighton Jones LLC lifted its stake in shares of Invesco QQQ by 15.0% in the 4th quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock valued at $19,605,000 after purchasing an additional 4,989 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Invesco QQQ by 3.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock valued at $2,687,000 after purchasing an additional 176 shares during the last quarter. Jupiter Wealth Management LLC acquired a new stake in shares of Invesco QQQ in the 2nd quarter valued at $290,000. Wealth Group Ltd. lifted its position in Invesco QQQ by 283.7% during the 2nd quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund’s stock worth $13,587,000 after acquiring an additional 18,210 shares during the last quarter. Finally, Invesco Ltd. lifted its position in Invesco QQQ by 1,057.3% during the 2nd quarter. Invesco Ltd. now owns 33,063 shares of the exchange traded fund’s stock worth $18,239,000 after acquiring an additional 30,206 shares during the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Price Performance

Invesco QQQ stock opened at $708.93 on Friday. Invesco QQQ has a fifty-two week low of $505.58 and a fifty-two week high of $722.03. The firm has a fifty day moving average price of $628.38 and a two-hundred day moving average price of $620.26.

Invesco QQQ Cuts Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Monday, March 23rd were given a dividend of $0.7328 per share. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.93 dividend on an annualized basis and a yield of 0.4%.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: QQQ-related coverage highlighted that the ETF has still been attracting attention from investors, and Invesco pulled in $4.9 billion in ETF inflows, signaling continued demand for the firm’s products. ETF League Tables: Invesco Pulls In $4.9B
• Positive Sentiment: A pre-market market update noted U.S.-China meeting optimism and broad ETF/futures gains, which can support QQQ because it tracks the Nasdaq 100. Exchange-Traded Funds, Equity Futures Advance Pre-Bell Thursday Amid US-China Meeting
• Neutral Sentiment: Some commentary argued the market rally remains supported despite hot inflation prints and that stocks are not crashing because of AI skepticism alone, suggesting mixed but not clearly negative conditions for QQQ. Why Stocks Refuse To Crash (It’s Not AI)
• Neutral Sentiment: Several articles discussed market breadth, sentiment, and index mechanics, including the upcoming SpaceX IPO possibly forcing index-related buying, which could be a technical tailwind for Nasdaq-linked funds but is still speculative. SpaceX IPO Will Force Index Funds to Buy $7 Billion in One Day. What Happens to Nasdaq Next.
• Negative Sentiment: Multiple pieces warned that Treasury yields are breaking out, stagflation odds are rising, the job market is weakening, and recession risk is increasing. Higher yields and slowing growth are typically negative for QQQ’s high-duration tech holdings. Treasury Rates Are Breaking Out Of A Multi-Year Consolidation
• Negative Sentiment: Additional bearish commentary flagged “market bloodshed,” a Hindenburg Omen warning sign, and an overextended rally due for correction, all of which reinforce risk-off sentiment toward QQQ. The New Fed Chair’s Balance Sheet Erasure And Market Bloodshed

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.