Falcon Wealth Planning Has $59.93 Million Stock Position in Invesco QQQ $QQQ

Falcon Wealth Planning lifted its position in shares of Invesco QQQ (NASDAQ:QQQ) by 2.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 99,823 shares of the exchange traded fund’s stock after purchasing an additional 2,416 shares during the period. Invesco QQQ comprises 5.4% of Falcon Wealth Planning’s investment portfolio, making the stock its 4th largest holding. Falcon Wealth Planning’s holdings in Invesco QQQ were worth $59,931,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Morgan Dempsey Capital Management LLC bought a new stake in Invesco QQQ during the 2nd quarter worth approximately $30,000. Marshall & Sullivan Inc. WA acquired a new position in shares of Invesco QQQ during the second quarter worth $41,000. Moser Wealth Advisors LLC lifted its holdings in shares of Invesco QQQ by 930.0% during the second quarter. Moser Wealth Advisors LLC now owns 103 shares of the exchange traded fund’s stock worth $57,000 after purchasing an additional 93 shares during the period. Ransom Advisory Ltd bought a new stake in shares of Invesco QQQ in the first quarter worth $70,000. Finally, Barrett & Company Inc. increased its holdings in Invesco QQQ by 14.9% in the second quarter. Barrett & Company Inc. now owns 154 shares of the exchange traded fund’s stock valued at $85,000 after purchasing an additional 20 shares during the period. Institutional investors and hedge funds own 44.58% of the company’s stock.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Shareholders approved converting QQQ to an open‑ended ETF and Invesco immediately cut QQQ’s expense ratio by about 10%, lowering ongoing costs for holders and improving QQQ’s competitiveness — a likely catalyst for inflows. Invesco cuts QQQ expense ratio by 10% after shareholders approve open-ended ETF conversion
• Positive Sentiment: Invesco’s broader “modernization” of QQQ (approved by investors) enables operational flexibility and a more standard ETF structure, which should make the fund more attractive to large institutional and retail buyers over time. Invesco QQQ Gets Green Light For Modernization
• Positive Sentiment: Softer-than-expected November inflation helped lift growth names and ETFs tied to the Nasdaq‑100 by increasing the odds of Fed rate cuts next year — a key macro driver behind the recent bounce in QQQ. QQQ ETF News, 12-19-2025
• Neutral Sentiment: QQQ remains above its 50‑day and 200‑day moving averages and close to its 52‑week high, indicating positive momentum, but that also raises the bar for additional upside without a fresh catalyst. (Context: recent market commentary and CPI reads.)
• Negative Sentiment: A technical bearish signal on the Nasdaq‑100 chart was flagged today, suggesting a possible short‑term pullback or consolidation risk for QQQ after this rally; traders should watch support levels and volume for clues. The Nasdaq-100 ETF just flashed a bearish chart signal. Here’s what happens next.

Invesco QQQ Stock Up 1.3%

Shares of NASDAQ:QQQ opened at $617.05 on Friday. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01. The business has a fifty day simple moving average of $614.14 and a 200 day simple moving average of $583.67.

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.