Berkshire Money Management Inc. Boosts Holdings in Invesco QQQ $QQQ

Berkshire Money Management Inc. boosted its position in shares of Invesco QQQ (NASDAQ:QQQ) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 131,616 shares of the exchange traded fund’s stock after acquiring an additional 1,079 shares during the quarter. Invesco QQQ accounts for approximately 7.7% of Berkshire Money Management Inc.’s investment portfolio, making the stock its 3rd biggest holding. Berkshire Money Management Inc.’s holdings in Invesco QQQ were worth $80,853,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Well Done LLC raised its position in Invesco QQQ by 0.5% during the fourth quarter. Well Done LLC now owns 3,439 shares of the exchange traded fund’s stock worth $2,113,000 after acquiring an additional 16 shares in the last quarter. Enclave Advisors LLC raised its position in shares of Invesco QQQ by 0.9% in the third quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund’s stock valued at $1,099,000 after purchasing an additional 17 shares during the period. IFS Advisors LLC raised its position 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 valued at $259,000 after purchasing an additional 17 shares during the period. Mezzasalma Advisors LLC raised its position 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 valued at $1,988,000 after purchasing an additional 17 shares during the period. Finally, TCV Trust & Wealth Management Inc. raised its position 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 valued at $748,000 after purchasing an additional 17 shares during the period. 44.58% of the stock is owned by institutional investors.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Wall Street analyst coverage remains constructive on QQQ’s largest holdings, supporting demand for the ETF’s tech‑heavy exposure. Where Will QQQ Be in 12 Months? Wall Street Analysts Have a Clear Answer.
• Positive Sentiment: Macro narrative of “new highs” and record stock performance (led by mega‑cap tech) supports momentum flows into QQQ as investors favor quality growth. New Record: Stocks Doing Well
• Positive Sentiment: Relative comparison with small‑cap growth (IWO) highlights QQQ’s large‑cap tech concentration and lower recent drawdown, making it attractive for investors seeking big‑tech exposure. QQQ vs. IWO: Big Tech Dominance or Small-Cap Potential?
• Neutral Sentiment: AAII sentiment data shows more neutral positioning — less froth than extreme bullishness — which can support steadier flows into broad market ETFs like QQQ. AAII Sentiment Survey: Neutral Sentiment Rises
• Neutral Sentiment: MarketBeat highlights a potential near‑term inflation shock tied to the Iran conflict and oil — this raises volatility risk but is not yet derailing earnings momentum that’s been lifting QQQ. Inflation Shock Ahead? Get Ready for Impact (QQQ)
• Neutral Sentiment: Analysis that the market may be “pricing a happy ending” warns of premature accumulation — a cautionary note but not an immediate catalyst for a reversal. Does the QQQ ETF Have a Bad Case of Premature Accumulation?
• Negative Sentiment: Multiple Seeking Alpha pieces warn of liquidity draining from markets and predict another sizable drawdown (Sell Before May thesis), which could trigger outflows from risk‑on ETFs like QQQ. Liquidity Drain Underway, Will It Even Matter?
• Negative Sentiment: “Sell Before May And Go Away” and bear‑market rally calls argue a renewed selloff is likely in 2026, a headline risk that could accelerate rotation out of growth and into defensives. Sell Before May And Go Away: Why Another Big Market Drawdown Is Likely In 2026
• Negative Sentiment: The Fed is maintaining pressure on policy — sticky/higher rates raise discount‑rate risk for long‑duration tech earnings that dominate QQQ. Federal Reserve Watch: Fed Keeps Pressure On
• Negative Sentiment: Several authors call recent gains a bear‑market rally with the selloff set to resume — a reminder that momentum can reverse quickly and ETFs concentrated in growth names may see sharper drops. It Is Bear Market Rally, The Selloff To Resume

Invesco QQQ Price Performance

Shares of QQQ opened at $648.85 on Monday. The company’s 50-day moving average is $601.69 and its 200-day moving average is $610.79. Invesco QQQ has a fifty-two week low of $427.93 and a fifty-two week high of $650.00.

Invesco QQQ Cuts Dividend

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

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.