Annex Advisory Services LLC Sells 2,415 Shares of Invesco QQQ $QQQ

Annex Advisory Services LLC reduced its stake in Invesco QQQ (NASDAQ:QQQ) by 39.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 3,695 shares of the exchange traded fund’s stock after selling 2,415 shares during the quarter. Annex Advisory Services LLC’s holdings in Invesco QQQ were worth $2,218,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Lakeshore Capital Group Inc. raised its position in shares of Invesco QQQ by 0.7% in the third quarter. Lakeshore Capital Group Inc. now owns 16,933 shares of the exchange traded fund’s stock valued at $10,166,000 after purchasing an additional 118 shares during the period. Goldstone Financial Group LLC boosted its holdings in Invesco QQQ by 1.7% during the third quarter. Goldstone Financial Group LLC now owns 62,692 shares of the exchange traded fund’s stock valued at $37,638,000 after acquiring an additional 1,039 shares during the period. WorthPointe LLC grew its position in shares of Invesco QQQ by 59.6% in the third quarter. WorthPointe LLC now owns 5,207 shares of the exchange traded fund’s stock valued at $3,126,000 after purchasing an additional 1,944 shares during the last quarter. Mattson Financial Services LLC increased its stake in shares of Invesco QQQ by 133.8% in the third quarter. Mattson Financial Services LLC now owns 1,496 shares of the exchange traded fund’s stock worth $898,000 after purchasing an additional 856 shares during the period. Finally, Institute for Wealth Management LLC. increased its stake in shares of Invesco QQQ by 13.6% in the third quarter. Institute for Wealth Management LLC. now owns 28,202 shares of the exchange traded fund’s stock worth $16,932,000 after purchasing an additional 3,380 shares during the period. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Stock Performance

Shares of NASDAQ:QQQ opened at $620.87 on Tuesday. The business has a 50 day moving average price of $616.44 and a 200 day moving average price of $587.91. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01.

Invesco QQQ Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd will be given a dividend of $0.7941 per share. This is an increase 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%. The ex-dividend date of this dividend is Monday, December 22nd.

Key Invesco QQQ News

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

• Positive Sentiment: Analysts are upgrading the S&P 500 outlook for 2026 and expressing cautious optimism about the coming year, which supports risk assets including tech‑heavy QQQ. S&P 500 Outlook, 2026: Stay Alert But Optimistic (Rating Upgrade)
• Positive Sentiment: Macro and earnings forecasts that point to high single‑digit gains for major indexes in 2026 imply upside for growth/tech exposure embedded in QQQ. 2026 S&P 500 Outlook: Earnings Growth, Macro Are Supportive Of High Single‑Digit Gains
• Positive Sentiment: A dedicated 2026 market outlook highlights technology as a key area of strength, which is directly supportive for QQQ’s holdings. Market Outlook 2026: Technology, Precious Metals, And Commodities
• Neutral Sentiment: Weekly indicator data show a weak USD and strong commodities — typically favorable for risk assets but not a direct driver of QQQ flows; impact is mixed. Weekly Indicators: USD Very Weak, Commodities Very Strong, Withholding Tax Payments Rebound
• Neutral Sentiment: Macro positioning pieces discussing strategies for a high‑growth, high‑inflation environment may shift allocations but contain mixed signals for growth equity flows. How I’m Betting Big On A High‑Growth, High‑Inflation World
• Negative Sentiment: Pre‑market update showed QQQ down, reflecting immediate intraday selling pressure and risk‑off positioning. QQQ ETF Daily Update, 12/29/2025
• Negative Sentiment: Rising Japanese interest rates are flagged as a new source of global market risk, which can trigger cross‑asset volatility and pressure risk assets like QQQ. Rising Japanese Rates Are Creating New Risks For Global Markets
• Negative Sentiment: Some commentators warn of a volatile January and the risk of a bear market onset, which raises near‑term downside risk for high‑beta/tech‑heavy ETFs such as QQQ. Brace For Volatile January, And The Likely Beginning Of A Bear Market
• Neutral Sentiment: Short daily market briefs summarize mixed headlines; useful for context but less likely to move QQQ by themselves. The 1‑Minute Market Report, December 28, 2025

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.