HBW Advisory Services LLC Cuts Stock Holdings in Invesco QQQ $QQQ

HBW Advisory Services LLC lessened its holdings in Invesco QQQ (NASDAQ:QQQ) by 2.1% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 56,535 shares of the exchange traded fund’s stock after selling 1,197 shares during the quarter. Invesco QQQ makes up 3.8% of HBW Advisory Services LLC’s holdings, making the stock its 2nd largest holding. HBW Advisory Services LLC’s holdings in Invesco QQQ were worth $34,730,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the business. Well Done LLC grew its position in Invesco QQQ by 0.5% in the 4th quarter. Well Done LLC now owns 3,439 shares of the exchange traded fund’s stock valued at $2,113,000 after acquiring an additional 16 shares during the last quarter. Orgel Wealth Management LLC grew its position in Invesco QQQ by 4.7% in the 3rd 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 last quarter. Enclave Advisors LLC grew its position 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 acquiring an additional 17 shares during the last quarter. IFS Advisors LLC grew its position in Invesco QQQ by 4.1% in 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 last quarter. Finally, Mezzasalma Advisors LLC grew its position in Invesco QQQ by 0.5% in the 3rd quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund’s stock valued at $1,988,000 after acquiring an additional 17 shares during the last quarter. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ Price Performance

QQQ opened at $617.37 on Tuesday. Invesco QQQ has a 12-month low of $427.93 and a 12-month high of $637.01. The business’s fifty day simple moving average is $599.17 and its 200-day simple moving average is $609.69.

Invesco QQQ Cuts Dividend

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

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: Technical/momentum support — QQQ is trading above its 50‑day simple moving average (50‑day SMA $599.17) and well inside its 12‑month range near the high, which supports momentum-driven buying by funds and momentum traders.
• Positive Sentiment: Improved ETF transparency/tools could boost flows — ETF.com relaunched an ETF Fund Flows Tool that makes it easier for advisors and investors to track flows by ETF, issuer and asset class; better transparency can attract new/informed flows into large ETFs like QQQ. ETF Fund Flows Tool
• Neutral Sentiment: Industry discussion on competition and ETF trends — Bloomberg’s ETF IQ episode examines competition around QQQ and broader ETF industry dynamics; useful context for longer‑term market share shifts but not an immediate price driver. Inside the $20T ETF Industry, ‘QQQ’ Competition Heats Up
• Neutral Sentiment: Minor institutional trimming — Two advisory firms disclosed small reductions in QQQ holdings (a few percentage points each) in recent filings; these are modest and unlikely to alone move the ETF but are worth noting for flow monitoring. DHJJ Financial Advisors Sale Clear Creek Financial Sale
• Negative Sentiment: Geopolitical risk — Reports that talks over the Strait of Hormuz have stalled and blockade talk have rattled tech-linked markets, pressuring Nasdaq/QQQ as investors reprice risk for global growth and energy disruption. Iran Blockade Rattles Tech
• Negative Sentiment: Macro/earnings concerns — Several market commentaries flag early‑stage recession risks and upcoming earnings season themes; if earnings disappoint, growth‑heavy QQQ is particularly vulnerable. War, Inflation – No Problem; Next Challenge – Earnings
• Negative Sentiment: Options/market‑conduct scrutiny — A spike in SPY/QQQ call volumes minutes before a tariff announcement has drawn calls for disclosure from lawmakers, which raises short‑term regulatory and sentiment risk around unusually timed flow/activity. SPY, QQQ Call Volumes Spiked

Invesco QQQ Company 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.