AE Wealth Management LLC Increases Stock Position in Invesco QQQ $QQQ

AE Wealth Management LLC boosted its position in Invesco QQQ (NASDAQ:QQQ) by 7.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,271 shares of the exchange traded fund’s stock after buying an additional 5,505 shares during the quarter. AE Wealth Management LLC’s holdings in Invesco QQQ were worth $45,791,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in QQQ. JPMorgan Chase & Co. lifted its stake in shares of Invesco QQQ by 42.4% in the second quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock worth $2,700,424,000 after acquiring an additional 1,457,109 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in Invesco QQQ by 0.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,223,327 shares of the exchange traded fund’s stock worth $1,778,116,000 after purchasing an additional 22,220 shares during the last quarter. HRT Financial LP increased its holdings in Invesco QQQ by 118.3% during the 2nd quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock worth $1,735,226,000 after purchasing an additional 1,704,600 shares during the last quarter. Symphony Financial Ltd. Co. acquired a new position in shares of Invesco QQQ in the 2nd quarter valued at approximately $1,236,482,000. Finally, Rockefeller Capital Management L.P. boosted its stake in shares of Invesco QQQ by 6.3% during the 2nd quarter. Rockefeller Capital Management L.P. now owns 1,101,906 shares of the exchange traded fund’s stock valued at $611,049,000 after buying an additional 65,387 shares during the last quarter. 44.58% of the stock is owned by hedge funds and other institutional investors.

Invesco QQQ Price Performance

QQQ stock opened at $633.22 on Thursday. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01. The firm has a 50 day simple moving average of $618.32 and a 200-day simple moving average of $599.58.

Invesco QQQ Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were issued a dividend of $0.7941 per share. 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 News Summary

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

• Positive Sentiment: Meta’s strong momentum and upbeat expectations for advertising and AI monetization could lift QQQ if results and guidance confirm strength. Mega-Cap Earnings Could Decide the Tech Sector’s Next Big Move
• Positive Sentiment: Hyperscaler AI spending plans — and management commentary on capex discipline — may provide upside to QQQ holdings if companies signal sustained AI-driven demand. Hyperscaler AI Spending Plans Could Chart Course for QQQ
• Positive Sentiment: Early-day momentum: premarket/daily updates showed QQQ trading up ahead of the open, reflecting positioning into earnings. Invesco QQQ Trust ETF (QQQ) Daily Update, 1-28-2026
• Neutral Sentiment: Invesco Ltd (IVZ) reported a Q4 earnings beat, a positive for the ETF issuer but only indirectly relevant for QQQ’s price action. Invesco shares rise as Q4 adjusted earnings beat expectations
• Negative Sentiment: Macro and sentiment risks — including slipping U.S. consumer sentiment and warnings about a market “reversion to the mean” — could sap risk appetite and reverse any QQQ breakout if earnings disappoint. U.S. Sentiment Slides Again As Consumer Pressures Mount
• Negative Sentiment: Concentration risk: QQQ’s heavy weighting in a few mega-caps means misses or cautious capex guidance from Microsoft, Tesla or Meta could push the ETF back into consolidation below its breakout threshold. Mega-Cap Earnings Could Decide the Tech Sector’s Next Big Move

Invesco QQQ 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.