BIP Wealth LLC Acquires 979 Shares of Invesco QQQ $QQQ

BIP Wealth LLC lifted its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 44.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 3,191 shares of the exchange traded fund’s stock after buying an additional 979 shares during the quarter. BIP Wealth LLC’s holdings in Invesco QQQ were worth $1,916,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of the stock. Fairway Wealth LLC boosted its stake in Invesco QQQ by 5.8% during the 3rd quarter. Fairway Wealth LLC now owns 44,647 shares of the exchange traded fund’s stock valued at $26,805,000 after purchasing an additional 2,434 shares during the last quarter. Triad Wealth Partners LLC lifted its holdings in shares of Invesco QQQ by 217.6% in the third quarter. Triad Wealth Partners LLC now owns 6,584 shares of the exchange traded fund’s stock valued at $3,953,000 after purchasing an additional 4,511 shares in the last quarter. Wilkins Investment Counsel Inc. purchased a new position in shares of Invesco QQQ during the third quarter valued at approximately $210,000. Charter Oak Capital Management LLC boosted its position in shares of Invesco QQQ by 3.2% during the third quarter. Charter Oak Capital Management LLC now owns 1,831 shares of the exchange traded fund’s stock valued at $1,099,000 after buying an additional 56 shares during the last quarter. Finally, Bailard Inc. grew its holdings in Invesco QQQ by 157.4% during the third quarter. Bailard Inc. now owns 227,269 shares of the exchange traded fund’s stock worth $136,446,000 after buying an additional 138,990 shares in the last quarter. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ Trading Up 1.4%

Shares of QQQ stock opened at $616.28 on Thursday. Invesco QQQ has a one year low of $402.39 and a one year high of $637.01. The firm has a 50-day moving average of $615.99 and a 200-day moving average of $597.04.

Invesco QQQ Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were paid a $0.7941 dividend. The ex-dividend date was Monday, December 22nd. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.69. This represents a $3.18 annualized dividend and a yield of 0.5%.

Invesco QQQ News Summary

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

• Positive Sentiment: RBC Capital upgraded parent firm Invesco (the ETF issuer) to a buy-equivalent, which can boost investor sentiment toward Invesco-managed products and reinforce inflows into flagship ETFs. Read More. Read More.
• Positive Sentiment: Large upward revisions to AI spending forecasts support demand for Nasdaq-100 exposure because QQQ is heavily weighted to major AI and tech names likely to benefit from higher capex. Read More.
• Neutral Sentiment: Recent daily updates note QQQ’s recent pullback (reaction to U.S. economic data) but also highlight that the ETF remains near its 50-day moving average — suggesting a technical bounce rather than a structural change. Read More.
• Neutral Sentiment: Broader market commentary shows mixed signals — some analysts point to encouraging economic developments and a near-term rebound, which can support risk assets including QQQ, but the narrative remains mixed. Read More.
• Negative Sentiment: Multiple macro/geopolitical pieces warn of policy risks (e.g., trade/tariff disputes tied to “Greenland” headlines), potential Fed/government interference and correction risks — factors that can drive volatility in growth and tech-heavy ETFs like QQQ. Read More. Read More.

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.