Invesco QQQ $QQQ Shares Purchased by BXM Wealth LLC

BXM Wealth LLC raised its stake in Invesco QQQ (NASDAQ:QQQ) by 1,744.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 219,962 shares of the exchange traded fund’s stock after purchasing an additional 208,039 shares during the period. Invesco QQQ comprises 13.2% of BXM Wealth LLC’s investment portfolio, making the stock its biggest position. BXM Wealth LLC’s holdings in Invesco QQQ were worth $135,125,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. HRT Financial LP grew 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 acquiring an additional 1,704,600 shares in the last quarter. PNC Financial Services Group Inc. raised its holdings in shares of Invesco QQQ by 0.3% in the 3rd quarter. PNC Financial Services Group Inc. now owns 3,071,021 shares of the exchange traded fund’s stock valued at $1,843,749,000 after purchasing an additional 8,038 shares in the last quarter. Envestnet Asset Management Inc. raised its holdings in shares of Invesco QQQ by 2.2% in the 3rd quarter. Envestnet Asset Management Inc. now owns 2,986,326 shares of the exchange traded fund’s stock valued at $1,792,901,000 after purchasing an additional 64,025 shares in the last quarter. Analyst IMS Investment Management Services Ltd. lifted its position in shares of Invesco QQQ by 68.6% during the 4th quarter. Analyst IMS Investment Management Services Ltd. now owns 1,750,079 shares of the exchange traded fund’s stock worth $1,075,091,000 after purchasing an additional 712,026 shares during the last quarter. Finally, US Bancorp DE lifted its position in shares of Invesco QQQ by 0.5% during the 3rd quarter. US Bancorp DE now owns 1,378,057 shares of the exchange traded fund’s stock worth $827,346,000 after purchasing an additional 7,378 shares during the last quarter. 44.58% of the stock is owned by institutional investors and hedge funds.

Invesco QQQ Price Performance

Shares of NASDAQ QQQ opened at $584.98 on Monday. The business has a 50-day moving average of $602.08 and a two-hundred day moving average of $609.43. Invesco QQQ has a 1 year low of $402.39 and a 1 year high of $637.01.

Invesco QQQ Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Monday, March 23rd were paid a dividend of $0.7328 per share. This represents a $2.93 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Monday, March 23rd.

Invesco QQQ News Summary

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

• Positive Sentiment: Analysts argue the recent pullback in the S&P 500 looks like a healthy reset, supporting a risk-on stance that can benefit QQQ’s large-cap tech exposure. S&P 500 May Have Already Found Bottom
• Positive Sentiment: Market note: QQQ recorded a modest gain in the latest daily update, reflecting short-term resilience after recent volatility — a signal that buyers are nibbling at tech again. Invesco QQQ Trust ETF (QQQ) Daily Update, 4/3/2026?
• Neutral Sentiment: Nasdaq’s new index/IPO rule changes could alter listings dynamics over time; not an immediate QQQ catalyst but worth monitoring for potential future index composition shifts. New Nasdaq Index Rules Are a Gift for IPO Flippers. Here’s Why.
• Neutral Sentiment: Deeper reads on the March jobs report show payrolls were strong but participation/quality metrics lag — this nuance could temper how hawkish the Fed reaction is, making the impact on growth stocks ambiguous. March Jobs Report: Payroll Strength Offsets Weakness In Participation
• Negative Sentiment: Market-moving: a strong March NFP surprise pushed futures and bonds lower (higher yields), a classic headwind for QQQ’s long-duration tech names as higher rates pressure valuations. Massive March Jobs Beat: Stock Futures And Bonds Trade Lower On Good Friday
• Negative Sentiment: Commentary warns the recent QQQ rebound may be a “bull trap” amid macro uncertainty — investors should be cautious on size and watch flows/breadth for confirmation. QQQ stock rally may be a bull trap: what next for the Nasdaq 100 Index?
• Negative Sentiment: Geopolitical tensions and oil/ Hormuz risk are cited as drivers for renewed risk-off moves; such safe-haven shifts typically weigh on growth/tech-heavy ETFs like QQQ. Iran And Oil Spark An Explosive Month

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.