Ehrlich Financial Group Buys 902 Shares of Invesco QQQ $QQQ

Posted by Defense World Staff on Dec 28th, 2025

Ehrlich Financial Group lifted its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 52.8% in the third quarter, according to its most recent filing with the SEC. The fund owned 2,611 shares of the exchange traded fund’s stock after acquiring an additional 902 shares during the period. Ehrlich Financial Group’s holdings in Invesco QQQ were worth $1,568,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in QQQ. Brighton Jones LLC lifted its holdings 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 worth $19,605,000 after acquiring an additional 4,989 shares during the last quarter. Revolve Wealth Partners LLC raised its position in 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 worth $2,687,000 after purchasing an additional 176 shares during the period. American Century Companies Inc. bought a new stake in Invesco QQQ in the first quarter worth $3,442,000. Trexquant Investment LP boosted its position in Invesco QQQ by 45.5% during the first quarter. Trexquant Investment LP now owns 1,567 shares of the exchange traded fund’s stock valued at $735,000 after buying an additional 490 shares during the period. Finally, Pinnacle Wealth Planning Services Inc. boosted its position in Invesco QQQ by 39.8% during the first quarter. Pinnacle Wealth Planning Services Inc. now owns 4,727 shares of the exchange traded fund’s stock valued at $2,217,000 after buying an additional 1,346 shares during the period. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Invesco QQQ Trading Down 0.0%

QQQ opened at $623.89 on Friday. Invesco QQQ has a 12 month low of $402.39 and a 12 month high of $637.01. The business’s 50-day moving average price is $616.25 and its 200-day moving average price is $586.91.

Invesco QQQ Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd will be given a $0.7941 dividend. 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%.

Key Stores Impacting Invesco QQQ

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

Positive Sentiment: Analysts and managers telling investors to load up on tech ETFs heading into 2026 — a tailwind for QQQ as it concentrates large-cap tech exposure. 3 Tech ETFs To Load Up on Before 2026
Positive Sentiment: Several bullish pieces argue the tech rotation will resume and that 2026 could be a comeback year for big tech, supporting demand for QQQ’s mega-cap constituents. The Rotation Fear Won’t Last; Betting On Tech’s 2026 Comeback
Neutral Sentiment: Daily ETF updates summarize recent modest gains/losses in QQQ and market breadth — useful for flow/context but not a single catalyst. QQQ ETF daily update, 12/26/2025
Neutral Sentiment: TipRanks daily recap notes modest QQQ movement amid broader market strength — more informational than catalytic. QQQ ETF Daily Update, 12/25/2025
Neutral Sentiment: Small institutional trimming: Dale Q. Rice Investment Management sold ~982 shares of QQQ (a 6.4% reduction of its tiny position) — not a major flow signal for a large ETF. Invesco QQQ $QQQ Shares Sold by Dale Q Rice Investment Management Ltd
Negative Sentiment: Multiple Seeking Alpha pieces warn of P/E compression and broader repricing risks for the S&P 500/tech in 2026 — a direct headwind for QQQ’s growth‑heavy index if valuation multiples contract. 2026 S&P 500 Outlook: A Multiple Compression, In Spite Of Earnings Growth
Negative Sentiment: Calls for a broad rotation to value and warnings that volatility‑selling (which boosted markets) may be ending could reduce the momentum premium that benefited QQQ this year. Forget Big Tech – I Think We’re Looking At A Big Rotation To Value Volatility Selling Is Driving The Market Higher And May Be About To End
Negative Sentiment: Other macro/structural pieces highlight valuation risk and reasons to hedge into 2026 — suggesting caution for concentrated tech exposure like QQQ. SPY: Structural Risk To Valuation Requires Caution Or Hedges For 2026

Invesco QQQ Company Profile

(Free Report)

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.