BlueSky Wealth Advisors LLC Makes New $536,000 Investment in Invesco QQQ $QQQ

BlueSky Wealth Advisors LLC bought a new position in Invesco QQQ (NASDAQ:QQQ) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 892 shares of the exchange traded fund’s stock, valued at approximately $536,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Orgel Wealth Management LLC increased its position in Invesco QQQ by 4.7% during the 3rd quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund’s stock valued at $229,000 after purchasing an additional 17 shares during the period. Compass Financial Services Inc boosted its stake in shares of Invesco QQQ by 0.4% during the first quarter. Compass Financial Services Inc now owns 5,001 shares of the exchange traded fund’s stock valued at $2,345,000 after purchasing an additional 19 shares in the last quarter. Beacon Financial Group increased its holdings in Invesco QQQ by 1.2% during the third quarter. Beacon Financial Group now owns 1,545 shares of the exchange traded fund’s stock valued at $927,000 after buying an additional 19 shares during the period. Bath Savings Trust Co raised its stake in Invesco QQQ by 2.6% in the third quarter. Bath Savings Trust Co now owns 755 shares of the exchange traded fund’s stock worth $453,000 after buying an additional 19 shares in the last quarter. Finally, OxenFree Capital LLC lifted its holdings in Invesco QQQ by 0.3% during the third quarter. OxenFree Capital LLC now owns 5,478 shares of the exchange traded fund’s stock worth $3,349,000 after buying an additional 19 shares during the period. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ Price Performance

QQQ opened at $617.05 on Monday. Invesco QQQ has a 12 month low of $402.39 and a 12 month high of $637.01. The stock has a fifty day moving average price of $614.14 and a 200-day moving average price of $584.06.

Invesco QQQ Increases Dividend

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

Key Invesco QQQ News

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.

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.