Invesco QQQ $QQQ Shares Sold by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co cut its position in Invesco QQQ (NASDAQ:QQQ) by 28.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,004 shares of the exchange traded fund’s stock after selling 1,991 shares during the period. Invesco QQQ makes up 2.2% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings, making the stock its 14th largest position. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings in Invesco QQQ were worth $3,134,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of the company. Paradigm Capital Management LLC NV boosted its position in Invesco QQQ by 121.4% in the third quarter. Paradigm Capital Management LLC NV now owns 2,998 shares of the exchange traded fund’s stock valued at $1,800,000 after buying an additional 1,644 shares during the last quarter. D.B. Root & Company LLC boosted its holdings in shares of Invesco QQQ by 10.1% in the 3rd quarter. D.B. Root & Company LLC now owns 2,220 shares of the exchange traded fund’s stock valued at $1,333,000 after acquiring an additional 204 shares during the last quarter. LexAurum Advisors LLC increased its stake in shares of Invesco QQQ by 2.7% in the third quarter. LexAurum Advisors LLC now owns 12,967 shares of the exchange traded fund’s stock worth $7,785,000 after acquiring an additional 344 shares during the period. Oppenheimer Asset Management Inc. increased its stake in shares of Invesco QQQ by 98.3% in the third quarter. Oppenheimer Asset Management Inc. now owns 41,234 shares of the exchange traded fund’s stock worth $24,756,000 after acquiring an additional 20,440 shares during the period. Finally, Cardinal Point Capital Management ULC raised its holdings in shares of Invesco QQQ by 50.1% during the third quarter. Cardinal Point Capital Management ULC now owns 6,173 shares of the exchange traded fund’s stock worth $3,720,000 after purchasing an additional 2,061 shares during the last quarter. 44.58% of the stock is currently owned by hedge funds and other institutional investors.

Key Invesco QQQ News

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

• Positive Sentiment: Fed easing expectations could lift growth and tech stocks, a tailwind for QQQ as investors price in a softer policy path. Federal Reserve Watch: The Fed Turns The Corner
• Positive Sentiment: Bullish analyst pieces argue QQQ is technically and fundamentally set up for a breakout and is undervalued relative to rate-driven swings, encouraging buy-the-dip flows. QQQ Poised For A Breakout, JEPQ To Underperform
• Positive Sentiment: Pre-market/updating ETF coverage notes showed early strength in QQQ, which can attract short-term momentum buyers and ETF flows. Invesco QQQ Trust ETF (QQQ) Daily Update, 2-6-2026
• Neutral Sentiment: Commentary urging investors not to panic suggests current volatility could be a cleansing of speculative excess rather than a structural tech collapse — this can stabilize flows but doesn’t guarantee an immediate rebound. Don’t Panic As We Clear Speculative Excess In Crypto, Metals, And Tech
• Negative Sentiment: Reports that Alphabet ramped AI spending spooked investors and weighed on large-cap tech, a direct negative for QQQ because the ETF is heavily concentrated in mega-cap tech names. SPY, QQQ decline as US equities fall: Alphabet’s increased AI spending spooks investors
• Negative Sentiment: Market rotation into value and defensive sectors is gaining momentum, which pressures growth‑heavy ETFs like QQQ as money shifts to cyclicals, staples, and dividend names. S&P 500 And XLP: Rotation To Value Funds Just Started
• Negative Sentiment: Broader macro and sentiment concerns—AI hype unwind, layoffs, and recessionary warnings—are cited by several commentators as drivers of a risk-off tilt that can further depress QQQ if sustained. Recessionary Bear Market With The AI Bubble Burst

Invesco QQQ Stock Up 2.1%

NASDAQ:QQQ opened at $609.65 on Monday. Invesco QQQ has a one year low of $402.39 and a one year high of $637.01. The firm’s fifty day moving average is $619.69 and its two-hundred day moving average is $602.56.

Invesco QQQ Increases Dividend

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

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.