Invesco QQQ $QQQ is CJM Wealth Advisers Ltd.’s 2nd Largest Position

CJM Wealth Advisers Ltd. cut its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 4.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 88,434 shares of the exchange traded fund’s stock after selling 4,174 shares during the period. Invesco QQQ comprises about 16.3% of CJM Wealth Advisers Ltd.’s investment portfolio, making the stock its 2nd biggest holding. CJM Wealth Advisers Ltd.’s holdings in Invesco QQQ were worth $53,093,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the business. Kingstone Capital Partners Texas LLC increased its holdings in Invesco QQQ by 704,593.7% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 67,615,365 shares of the exchange traded fund’s stock worth $37,299,340,000 after purchasing an additional 67,605,770 shares during the last quarter. JPMorgan Chase & Co. grew its position in shares of Invesco QQQ by 42.4% during the second quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock worth $2,700,424,000 after buying an additional 1,457,109 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in shares of Invesco QQQ by 0.7% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,223,327 shares of the exchange traded fund’s stock worth $1,778,116,000 after buying an additional 22,220 shares during the last quarter. HRT Financial LP raised its holdings in Invesco QQQ by 118.3% in the second quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock valued at $1,735,226,000 after acquiring an additional 1,704,600 shares in the last quarter. Finally, Symphony Financial Ltd. Co. bought a new position in Invesco QQQ during the 2nd quarter valued at $1,236,482,000. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Price Performance

QQQ opened at $619.38 on Tuesday. The company has a 50-day moving average of $614.48 and a 200-day moving average of $584.73. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01.

Invesco QQQ Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Shareholders 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 an increase from Invesco QQQ’s previous quarterly dividend of $0.69. This represents a $3.18 annualized dividend and a yield of 0.5%.

More Invesco QQQ News

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

• Positive Sentiment: Invesco QQQ declared a higher quarterly distribution of $0.7941 (a ~14.4% bump vs. the prior quarter), with an ex‑dividend date of Dec. 22 and payment Dec. 31; the raise supports income-oriented demand and signals confidence from the fund. Invesco QQQ Trust declares quarterly distribution of $0.7941
• Positive Sentiment: Invesco won shareholder approval to convert QQQ to an open‑end fund — a structural change that can reduce tracking error, improve creation/redemption mechanics, and make the ETF more attractive to some institutional investors and large flows. QQQ to Become an Open-End Fund
• Positive Sentiment: Invesco executive Brian Hartigan said he was “pleased” with the QQQ vote outcome — management commentary reinforcing the smooth execution of the conversion and signaling alignment with shareholder interests. ‘Pleased’ With QQQ Vote: Invesco’s Brian Hartigan
• Positive Sentiment: Recent institutional activity shows fresh buying: BlueSky Wealth Advisors reported a new ~$536k position in QQQ — a small signal of institutional interest alongside other reported flows. BlueSky Wealth Advisors LLC Makes New $536,000 Investment in Invesco QQQ $QQQ
• Positive Sentiment: Momentum note: coverage roundup reports QQQ recovered (tech/AI-led) last session, reflecting renewed appetite for growth and AI names that dominate the ETF. That momentum supports near-term upside. QQQ ETF News, 12-22-2025
• Neutral Sentiment: Macro and market‑structure commentary is abundant — several 2026 outlook pieces (valuations, volatility, bond market effects) suggest mixed scenarios: a soft‑landing/continued bull case and alternative risk‑on/risk‑off paths that will influence QQQ via broader market moves. Will The Bond Market Help Keep Stocks Humming In 2026?
• Neutral Sentiment: ETF education and thematic roundups highlight that many of the market’s best long‑term winners sit inside major ETFs like QQQ — useful context for long‑term holders but not an immediate price mover. Some of the Best Stocks of the Past 25 Years Reside in These ETFs
• Negative Sentiment: Several commentary pieces warn of market froth and valuation risks (“Irrational Exuberance”) that could precipitate larger drawdowns for growth/tech‑heavy indexes like QQQ if sentiment shifts. Investors should weigh higher valuations and potential volatility into position sizing. ‘Irrational Exuberance’: 5 Signs Of Market Froth

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.