Antonelli Financial Advisors LLC lowered its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 44,347 shares of the exchange traded fund’s stock after selling 1,384 shares during the quarter. Invesco QQQ accounts for about 18.1% of Antonelli Financial Advisors LLC’s investment portfolio, making the stock its largest position. Antonelli Financial Advisors LLC’s holdings in Invesco QQQ were worth $26,625,000 at the end of the most recent quarter.
Other large investors also recently modified their holdings of the company. GDS Wealth Management grew its stake in shares of Invesco QQQ by 11.2% in the third quarter. GDS Wealth Management now owns 1,697 shares of the exchange traded fund’s stock worth $1,019,000 after acquiring an additional 171 shares during the last quarter. Kanawha Capital Management LLC raised its stake in Invesco QQQ by 0.6% during the 3rd quarter. Kanawha Capital Management LLC now owns 6,692 shares of the exchange traded fund’s stock valued at $4,018,000 after purchasing an additional 39 shares during the last quarter. Partners Capital Investment Group LLP boosted its holdings in Invesco QQQ by 1.5% in the 3rd quarter. Partners Capital Investment Group LLP now owns 11,090 shares of the exchange traded fund’s stock valued at $6,658,000 after purchasing an additional 168 shares during the period. JFG Wealth Management LLC grew its position in Invesco QQQ by 1.1% in the 3rd quarter. JFG Wealth Management LLC now owns 4,684 shares of the exchange traded fund’s stock worth $2,812,000 after purchasing an additional 52 shares during the last quarter. Finally, Certior Financial Group LLC bought a new position in shares of Invesco QQQ during the 3rd quarter worth about $228,000. 44.58% of the stock is currently owned by institutional investors and hedge funds.
Invesco QQQ News Roundup
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Retail enthusiasm and heavy options positioning are fueling demand for QQQ, with social sentiment scores near record highs — a likely near-term support for the ETF. Investors Are Acting As if QQQ Is the Perfect Investment Right Now
- Positive Sentiment: Quarterly earnings momentum among large-cap growth names in the Nasdaq 100 could provide fresh catalysts for QQQ if results and guidance beat expectations. Monitor upcoming marquee reports. Earnings Growth Could Power These ETFs
- Positive Sentiment: Coverage suggests the Fed is expected to remain steady for now, which is broadly supportive for growth/tech exposure that QQQ provides. Stability in policy reduces the odds of a rate shock that would hurt high-PE names. Federal Reserve Watch: Steady As She Goes
- Neutral Sentiment: Daily ETF updates note recent gains in QQQ as markets rallied; useful for context but not a new catalyst. Invesco QQQ Trust ETF (QQQ) Daily Update, 1-22-2026
- Neutral Sentiment: General ETF primer pieces reiterate QQQ’s long-term exposure to large-cap growth and tech — useful for allocation decisions but not immediately price-moving. Should Invesco QQQ (QQQ) Be on Your Investing Radar?
- Negative Sentiment: Global rate volatility — notably Japan’s policy and local yield shocks — is cited as a source of market fragility; spillovers could increase volatility for tech-heavy indices and put pressure on QQQ. Japan Rate Decision And Its Butterfly Effects On S&P 500
- Negative Sentiment: Commentary warning that the Fed’s rate-cutting cycle may be ending and that bond/market internals look thin — these macro signals could reverse risk appetite and weigh on QQQ if they accelerate. The Fed’s Rate-Cutting Cycle May Be Over Sooner Than You Think
Invesco QQQ Stock Up 0.3%
Invesco QQQ Increases Dividend
The company also recently disclosed 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 was Monday, December 22nd. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.69.
About Invesco QQQ
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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