Invesco QQQ $QQQ is Alterna Wealth Management Inc.’s 8th Largest Position

Alterna Wealth Management Inc. lessened its stake in Invesco QQQ (NASDAQ:QQQ) by 18.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,471 shares of the exchange traded fund’s stock after selling 1,245 shares during the period. Invesco QQQ accounts for approximately 2.7% of Alterna Wealth Management Inc.’s portfolio, making the stock its 8th largest position. Alterna Wealth Management Inc.’s holdings in Invesco QQQ were worth $3,285,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Apella Capital LLC increased its position in Invesco QQQ by 0.6% during the third quarter. Apella Capital LLC now owns 37,880 shares of the exchange traded fund’s stock worth $22,727,000 after buying an additional 232 shares during the period. Apollon Financial LLC grew its position in shares of Invesco QQQ by 8.6% during the third quarter. Apollon Financial LLC now owns 6,670 shares of the exchange traded fund’s stock worth $4,004,000 after acquiring an additional 527 shares during the last quarter. Apollon Wealth Management LLC increased its holdings in shares of Invesco QQQ by 1.1% in the 3rd quarter. Apollon Wealth Management LLC now owns 90,526 shares of the exchange traded fund’s stock valued at $54,349,000 after acquiring an additional 950 shares during the period. Cadinha & Co. LLC raised its position in Invesco QQQ by 1.4% in the 3rd quarter. Cadinha & Co. LLC now owns 13,064 shares of the exchange traded fund’s stock valued at $7,843,000 after purchasing an additional 179 shares during the last quarter. Finally, Columbus Macro LLC boosted its stake in Invesco QQQ by 5.8% during the 3rd quarter. Columbus Macro LLC now owns 887 shares of the exchange traded fund’s stock worth $533,000 after purchasing an additional 49 shares during the period. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ News Summary

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 Price Performance

Shares of Invesco QQQ stock opened at $623.89 on Friday. Invesco QQQ has a 1 year low of $402.39 and a 1 year high of $637.01. The company’s fifty day moving average is $616.25 and its two-hundred day moving average is $586.91.

Invesco QQQ Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, December 31st. Investors of record on Monday, December 22nd will be given a $0.7941 dividend. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69. The ex-dividend date is Monday, December 22nd. This represents a $3.18 annualized dividend and a yield of 0.5%.

Invesco QQQ 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.