Cascade Wealth Advisors Inc Buys 976 Shares of Invesco QQQ $QQQ

Cascade Wealth Advisors Inc lifted its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 187.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,497 shares of the exchange traded fund’s stock after purchasing an additional 976 shares during the period. Invesco QQQ accounts for 0.5% of Cascade Wealth Advisors Inc’s investment portfolio, making the stock its 28th biggest holding. Cascade Wealth Advisors Inc’s holdings in Invesco QQQ were worth $933,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of the stock. Orgel Wealth Management LLC increased its stake in shares of Invesco QQQ by 4.7% in the third quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund’s stock worth $229,000 after purchasing an additional 17 shares in the last quarter. Enclave Advisors LLC grew its stake in Invesco QQQ by 0.9% in the 3rd quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund’s stock valued at $1,099,000 after buying an additional 17 shares in the last quarter. IFS Advisors LLC raised its holdings in Invesco QQQ by 4.1% during the 3rd quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund’s stock valued at $259,000 after acquiring an additional 17 shares during the period. Mezzasalma Advisors LLC lifted its position in shares of Invesco QQQ by 0.5% during the third quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund’s stock worth $1,988,000 after acquiring an additional 17 shares in the last quarter. Finally, TCV Trust & Wealth Management Inc. boosted its holdings in shares of Invesco QQQ by 1.4% in the third quarter. TCV Trust & Wealth Management Inc. now owns 1,246 shares of the exchange traded fund’s stock worth $748,000 after acquiring an additional 17 shares during the period. Institutional investors own 44.58% of the company’s stock.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: 24/7 Wall St. argues QQQ still belongs in a total‑return portfolio despite a low dividend, reminding investors QQQ is bought for growth exposure to big tech and AI leaders — a structural positive for long‑term demand. QQQ Pays Nothing, But Still Fits Into a 2026 Portfolio Built for Total Return
• Positive Sentiment: An article arguing Nvidia countered a bearish call signals that outsized gains or upside surprises from mega‑caps (NVIDIA in particular) can lift QQQ given its concentration in a few names. Positive catalyst if large caps keep beating expectations. Did Nvidia Just Prove Citrini Wrong?
• Positive Sentiment: Some strategists view the recent uptick in hedging as a contrarian buy signal — if downside protection activity signals capitulation, it can precede rebounds that disproportionately help growth‑heavy QQQ. Stock Investors Are Hedging a Drop. Strategists See a Buy Signal
• Neutral Sentiment: “The 4 Phases Of AI” notes strong AI‑driven earnings but a still‑fragile market — good for underlying fundamentals but not enough to prevent short‑term volatility in QQQ. The 4 Phases Of AI: Strong Earnings, Weak Markets
• Neutral Sentiment: ETF updates and economic commentary (TipRanks, Seeking Alpha macro pieces) provide mixed signals on growth vs. inflation — useful context but not an immediate directional driver for QQQ beyond market mood. Invesco QQQ Trust ETF (QQQ) Daily Update, 2/26/2026
• Negative Sentiment: Several commentary pieces warn of a tech “fakeout,” rising pessimism, and signs of an irrational market — headlines that amplify selling pressure in Nasdaq‑heavy ETFs like QQQ. Nasdaq And U.S. Index Outlook: Stock Markets Tumble; The Great Tech Fakeout
• Negative Sentiment: Rotation into defense and healthcare (articles urging defensive positioning and XLV) suggests funds are shifting away from growth‑and‑AI exposures, pressuring QQQ flows and sentiment. Why It’s Time To Think About Defense
• Negative Sentiment: Concentration risk and warnings that Nvidia/the bull market may have “run out of steam” heighten downside risk for QQQ because a few names drive its returns. This Bull Market And Nvidia Have Run Out Of Steam; Bear Market Ahead?
• Negative Sentiment: Macro pieces (PCE, unemployment) argue the Fed may be misstepping — sticky rate concerns add to risk‑off moves that weigh on growth stocks and QQQ. New PCE And Unemployment Data Show The Fed Is On The Wrong Path

Invesco QQQ Trading Down 0.3%

Shares of NASDAQ QQQ opened at $607.29 on Monday. Invesco QQQ has a fifty-two week low of $402.39 and a fifty-two week high of $637.01. The stock has a fifty day moving average of $616.27 and a 200-day moving average of $606.66.

Invesco QQQ Increases Dividend

The firm also recently declared 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 dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, December 22nd. 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.