BXM Wealth LLC boosted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 57.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 11,923 shares of the exchange traded fund’s stock after buying an additional 4,336 shares during the period. Invesco QQQ makes up approximately 6.6% of BXM Wealth LLC’s portfolio, making the stock its biggest position. BXM Wealth LLC’s holdings in Invesco QQQ were worth $7,158,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors also recently bought and sold shares of QQQ. Brighton Jones LLC raised its stake 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 valued at $19,605,000 after acquiring an additional 4,989 shares during the period. Revolve Wealth Partners LLC increased its holdings 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 valued at $2,687,000 after purchasing an additional 176 shares during the last quarter. MassMutual Private Wealth & Trust FSB raised its position in Invesco QQQ by 12.1% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 1,404 shares of the exchange traded fund’s stock valued at $775,000 after purchasing an additional 152 shares during the period. Financiere des Professionnels Fonds d investissement inc. lifted its stake in Invesco QQQ by 1.4% during the second quarter. Financiere des Professionnels Fonds d investissement inc. now owns 74,750 shares of the exchange traded fund’s stock worth $41,235,000 after purchasing an additional 1,000 shares in the last quarter. Finally, Pines Wealth Management LLC acquired a new position in Invesco QQQ during the second quarter worth $210,000. Institutional investors and hedge funds own 44.58% of the company’s stock.
More Invesco QQQ News
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: AAII survey shows a meaningful jump in bullish sentiment, supporting risk-on flows into equities and ETFs that track large-cap tech like QQQ. AAII Sentiment Survey: Bullish Sentiment Jumps
- Positive Sentiment: Macro outlook pieces argue 2026 growth may outpace slowdown fears; a more resilient growth view tends to favor cyclical risk assets and supports the earnings outlook for tech-heavy indexes in QQQ. Economic Forecast 2026: Growth Will Defy Slowdown Fears
- Positive Sentiment: Analysis suggesting disinflation is regaining momentum reduces Fed rate risk; easing rate fears typically benefits long-duration growth stocks that dominate QQQ. Disinflation Gains A Second Wind, As Forecast
- Neutral Sentiment: Pieces on inflation persistence, CPI narrative shifts, and everyday price trends highlight uncertainty — these could cause volatility but are not decisively bearish or bullish for QQQ yet. Inflation Is Sticky, Yet The Market Doesn’t Care – Or Does It?
- Neutral Sentiment: Analysis of home affordability and the yield curve outlines structural risks to consumer spending and interest-rate dynamics; both are important for forward earnings but have mixed implications for QQQ’s mega-cap composition. U.S. Economy: What It Would Take To Bring Back Home Affordability
- Negative Sentiment: “Great rotation” coverage notes flows moving out of big tech into small caps; if sustained, this reallocation can pressure QQQ relative performance despite broader market gains. The Great Rotation: Money Flows Out Of Big Tech And Into Small Caps
- Negative Sentiment: TipRanks daily updates flag recent short-term weakness in QQQ tied to tech pressure (drops on 1/14–1/15); such near-term momentum can dampen ETF flows and amplify volatility. Invesco QQQ Trust ETF (QQQ) Daily Update, 1-15-2026
- Negative Sentiment: Sector-specific strains (multi-family real estate, consumer-credit policy changes) create economic risk that could indirectly weigh on growth expectations and tech valuations. How The Ailing Multi-Family Sector Impacts The U.S. Economy
Invesco QQQ Stock Up 0.4%
Invesco QQQ Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were given a $0.7941 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $3.18 annualized dividend and a yield of 0.5%. This is an increase 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.
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