Invesco QQQ $QQQ is Analyst IMS Investment Management Services Ltd.’s 2nd Largest Position

Analyst IMS Investment Management Services Ltd. lessened its position in Invesco QQQ (NASDAQ:QQQ) by 1.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,038,053 shares of the exchange traded fund’s stock after selling 10,614 shares during the period. Invesco QQQ comprises 19.4% of Analyst IMS Investment Management Services Ltd.’s portfolio, making the stock its 2nd largest holding. Analyst IMS Investment Management Services Ltd. owned about 0.16% of Invesco QQQ worth $623,216,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Orgel Wealth Management LLC lifted its position in Invesco QQQ by 4.7% in the 3rd quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund’s stock valued at $229,000 after acquiring an additional 17 shares in the last quarter. Enclave Advisors LLC raised its stake in shares of Invesco QQQ by 0.9% in the third quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund’s stock worth $1,099,000 after purchasing an additional 17 shares during the last quarter. IFS Advisors LLC raised its stake in shares of Invesco QQQ by 4.1% in the third quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund’s stock worth $259,000 after purchasing an additional 17 shares during the last quarter. Mezzasalma Advisors LLC lifted its holdings in shares of Invesco QQQ by 0.5% during the third quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund’s stock valued at $1,988,000 after purchasing an additional 17 shares in the last quarter. Finally, Compass Financial Services Inc lifted its holdings 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. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Trending Headlines about Invesco QQQ

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 Trading Down 0.5%

NASDAQ QQQ opened at $620.87 on Tuesday. Invesco QQQ has a one year low of $402.39 and a one year high of $637.01. The stock has a 50-day moving average of $616.44 and a 200 day moving average of $587.91.

Invesco QQQ Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd will be issued a dividend of $0.7941 per share. 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. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69.

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.