Invesco QQQ $QQQ Stock Holdings Lowered by Apexium Financial LP

Apexium Financial LP reduced its position in shares of Invesco QQQ (NASDAQ:QQQ) by 1.2% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 189,205 shares of the exchange traded fund’s stock after selling 2,302 shares during the quarter. Invesco QQQ makes up about 5.5% of Apexium Financial LP’s holdings, making the stock its 4th biggest holding. Apexium Financial LP’s holdings in Invesco QQQ were worth $113,593,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Orgel Wealth Management LLC increased its position 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 valued at $229,000 after acquiring an additional 17 shares during the period. Enclave Advisors LLC boosted its holdings in shares of Invesco QQQ by 0.9% during the third quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund’s stock worth $1,099,000 after purchasing an additional 17 shares during the period. IFS Advisors LLC grew its stake in shares of Invesco QQQ by 4.1% in the third quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund’s stock worth $259,000 after purchasing an additional 17 shares during the last quarter. Mezzasalma Advisors LLC grew its stake in shares of Invesco QQQ by 0.5% in the third quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund’s stock worth $1,988,000 after purchasing an additional 17 shares during the last quarter. Finally, TCV Trust & Wealth Management Inc. increased its holdings in Invesco QQQ by 1.4% during the 3rd quarter. TCV Trust & Wealth Management Inc. now owns 1,246 shares of the exchange traded fund’s stock valued at $748,000 after purchasing an additional 17 shares during the period. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Key Invesco QQQ News

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

• Positive Sentiment: Technical momentum: Chart work suggests QQQ is approaching a key trendline that traders view as a buying opportunity, supporting near-term upside. Bullish Returns for QQQ as ETF Nears Key Trendline
• Positive Sentiment: AI thematic flows: Analysts and ETF guides are pointing investors to ETFs for AI exposure, which tends to benefit QQQ because of its heavy weighting in large-cap tech names. Use These ETFs for Buy-Worthy AI Stocks
• Positive Sentiment: Relative resilience in growth: Commentary highlights QQQ among large-cap growth ETFs that have held up better than the broader S&P 500 during the recent pullback, attracting buyers looking for growth exposure. While the S&P 500 Sells Off These 2 Growth ETFs Are Still Worth Buying
• Positive Sentiment: Sector-specific rallies (neocloud): Strong performance in cloud/AI infrastructure names has lifted pockets of the Nasdaq, providing positive carry to QQQ’s constituents. Neocloud Stocks Skyrocket: Why IREN, CoreWeave, and MARA Holdings Are Rallying
• Neutral Sentiment: Pre-market updates showed modest gains ahead of the session, reflecting incremental buying rather than a single catalyst. Invesco QQQ Trust ETF (QQQ) Daily Update, 3-17-2026
• Neutral Sentiment: ETF comparisons and fund flows commentary (VOO vs QQQ, VONG vs QQQ) are prompting some reallocation debates among investors, which can create incremental trading volume but not necessarily a directional driver. VOO or QQQ: Investor Says One ETF Looks Far More Attractive for 2026
• Negative Sentiment: Geopolitical risk: Coverage of the U.S.-Iran conflict and analyses of its implications for semiconductors raise concerns about supply disruptions and risk-off moves that could hurt tech-heavy QQQ. U.S.-Iran War: Hidden Risks For Semiconductors
• Negative Sentiment: Macro/volatility risks: Articles highlighting war-driven market behavior, rising VIX and rotation into value/defensives signal that a risk-off turn could pressure QQQ if investors flee growth. The War Timeline: Scenarios To Structure Your Portfolio
• Negative Sentiment: Policy and economic risk: Commentary on tariffs, private credit stress and recession risks could weigh on growth sentiment and reduce appetite for high-multiple tech exposure in QQQ. The Trump Administration’s Pivot To Section 301 Tariffs Could Sow Market Turmoil

Invesco QQQ Stock Up 0.5%

QQQ opened at $603.31 on Wednesday. Invesco QQQ has a one year low of $402.39 and a one year high of $637.01. The business has a 50 day simple moving average of $612.50 and a two-hundred day simple moving average of $609.33.

Invesco QQQ Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid 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 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.