Advyzon Investment Management LLC lessened its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 49.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 7,106 shares of the exchange traded fund’s stock after selling 6,912 shares during the period. Advyzon Investment Management LLC’s holdings in Invesco QQQ were worth $4,267,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently modified their holdings of QQQ. Brighton Jones LLC increased its stake in shares of Invesco QQQ by 15.0% during the fourth quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock valued at $19,605,000 after buying an additional 4,989 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Invesco QQQ by 3.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock valued at $2,687,000 after acquiring an additional 176 shares in the last quarter. Jupiter Wealth Management LLC bought a new stake in Invesco QQQ in the second quarter valued at $290,000. Pasadena Private Wealth LLC increased its position in Invesco QQQ by 90.6% during the 2nd quarter. Pasadena Private Wealth LLC now owns 13,507 shares of the exchange traded fund’s stock valued at $7,451,000 after purchasing an additional 6,420 shares during the period. Finally, Wealth Group Ltd. raised its holdings in Invesco QQQ by 283.7% in the 2nd quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund’s stock worth $13,587,000 after purchasing an additional 18,210 shares in the last quarter. Hedge funds and other institutional investors own 44.58% of the company’s stock.
Key Stories Impacting Invesco QQQ
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Supreme Court rulings against the administration’s tariff actions remove a prominent source of trade-policy risk that had threatened technology supply chains and NDX constituents, supporting tech-heavy ETFs like QQQ. Article Title
- Positive Sentiment: The Federal Reserve is signaling no rate changes in the near future, which reduces the immediate risk of policy tightening and tends to favor growth and long-duration tech stocks that dominate QQQ. Article Title
- Positive Sentiment: High-profile investors increased exposure to QQQ/large-cap tech in Q4, signaling institutional confidence in AI and secular growth themes that QQQ concentrates. That buyer interest is supportive for ETF flows and sentiment. Article Title
- Neutral Sentiment: Market updates (pre-market commentary) show intraday swings and mixed momentum into the session — useful for short-term traders but not a clear directional signal for long-term QQQ holders. Article Title
- Neutral Sentiment: Coverage highlighting thematic strategies (e.g., QQQM/AI exposures, passive investing takes) underscores the long-term AI growth narrative for Nasdaq-focused ETFs but doesn’t change near-term risk/return. Article Title
- Negative Sentiment: Warnings that an AI-driven sell-off may continue add near-term downside risk for heavily AI/tech-weighted funds such as QQQ; elevated volatility could pressure multiples. Article Title
- Negative Sentiment: Q4 GDP and December PCE data show slower growth but persistent inflation — a mix that could keep markets cautious about future policy and corporate margins, posing risk to cyclically sensitive tech names. Article Title
- Negative Sentiment: Although the Supreme Court struck down the tariff plan, several pieces note lingering policy maneuvers and legal/administrative follow-ups—meaning political risk hasn’t fully disappeared. That uncertainty can keep a lid on valuations for now. Article Title
Invesco QQQ Stock Up 0.9%
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 $0.7941 dividend. This represents a $3.18 annualized dividend and a yield of 0.5%. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69. The ex-dividend date 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.
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