Avantax Planning Partners Inc. Boosts Stock Position in Invesco QQQ $QQQ

Avantax Planning Partners Inc. raised its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 10.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,729 shares of the exchange traded fund’s stock after buying an additional 1,122 shares during the quarter. Avantax Planning Partners Inc.’s holdings in Invesco QQQ were worth $7,042,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in QQQ. Morgan Dempsey Capital Management LLC purchased a new position in Invesco QQQ in the second quarter worth about $30,000. Navigoe LLC grew its holdings in shares of Invesco QQQ by 300.0% during the third quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock valued at $36,000 after buying an additional 45 shares during the last quarter. PayPay Securities Corp increased its position in shares of Invesco QQQ by 78.9% during the third quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock valued at $41,000 after acquiring an additional 30 shares in the last quarter. Barnes Dennig Private Wealth Management LLC purchased a new position in Invesco QQQ in the 3rd quarter worth approximately $42,000. Finally, Moser Wealth Advisors LLC raised its holdings in Invesco QQQ by 930.0% in the 2nd quarter. Moser Wealth Advisors LLC now owns 103 shares of the exchange traded fund’s stock worth $57,000 after acquiring an additional 93 shares during the last quarter. 44.58% of the stock is owned by institutional investors.

More Invesco QQQ News

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 Trading Up 0.3%

Shares of QQQ opened at $622.72 on Monday. The business’s fifty day simple moving average is $616.52 and its two-hundred day simple moving average is $598.31. Invesco QQQ has a 12 month low of $402.39 and a 12 month high of $637.01.

Invesco QQQ Increases Dividend

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

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.