Clearstead Trust LLC Has $86 Million Position in Invesco QQQ $QQQ

Clearstead Trust LLC lowered its position in Invesco QQQ (NASDAQ:QQQ) by 1.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 143,243 shares of the exchange traded fund’s stock after selling 1,493 shares during the quarter. Invesco QQQ makes up approximately 14.7% of Clearstead Trust LLC’s portfolio, making the stock its biggest position. Clearstead Trust LLC’s holdings in Invesco QQQ were worth $85,999,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. 1832 Asset Management L.P. boosted its stake in shares of Invesco QQQ by 100.0% in the 2nd quarter. 1832 Asset Management L.P. now owns 2,115 shares of the exchange traded fund’s stock valued at $1,167,000 after purchasing an additional 40,999,982 shares in the last quarter. Symphony Financial Ltd. Co. bought a new stake in Invesco QQQ in the second quarter worth $1,236,482,000. HRT Financial LP boosted its position in Invesco QQQ by 118.3% during the second quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock valued at $1,735,226,000 after buying an additional 1,704,600 shares during the period. JPMorgan Chase & Co. grew its stake in shares of Invesco QQQ by 42.4% during the second quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock valued at $2,700,424,000 after buying an additional 1,457,109 shares during the last quarter. Finally, Kensington Asset Management LLC increased its holdings in shares of Invesco QQQ by 2,124.5% in the second quarter. Kensington Asset Management LLC now owns 366,881 shares of the exchange traded fund’s stock worth $202,386,000 after buying an additional 350,388 shares during the period. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ Trading Up 0.9%

Shares of QQQ stock opened at $608.81 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 50 day moving average price of $616.41 and a two-hundred day moving average price of $605.50.

Invesco QQQ Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were issued a $0.7941 dividend. This represents a $3.18 annualized dividend and a yield of 0.5%. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.69. The ex-dividend date was Monday, December 22nd.

Invesco QQQ News Roundup

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

• Positive Sentiment: Supreme Court rulings against the administration’s tariff actions remove a prominent source of trade-policy risk that had threatened technology supply chains and NDX constituents, supporting tech-heavy ETFs like QQQ. Article Title
• Positive Sentiment: The Federal Reserve is signaling no rate changes in the near future, which reduces the immediate risk of policy tightening and tends to favor growth and long-duration tech stocks that dominate QQQ. Article Title
• Positive Sentiment: High-profile investors increased exposure to QQQ/large-cap tech in Q4, signaling institutional confidence in AI and secular growth themes that QQQ concentrates. That buyer interest is supportive for ETF flows and sentiment. Article Title
• Neutral Sentiment: Market updates (pre-market commentary) show intraday swings and mixed momentum into the session — useful for short-term traders but not a clear directional signal for long-term QQQ holders. Article Title
• Neutral Sentiment: Coverage highlighting thematic strategies (e.g., QQQM/AI exposures, passive investing takes) underscores the long-term AI growth narrative for Nasdaq-focused ETFs but doesn’t change near-term risk/return. Article Title
• Negative Sentiment: Warnings that an AI-driven sell-off may continue add near-term downside risk for heavily AI/tech-weighted funds such as QQQ; elevated volatility could pressure multiples. Article Title
• Negative Sentiment: Q4 GDP and December PCE data show slower growth but persistent inflation — a mix that could keep markets cautious about future policy and corporate margins, posing risk to cyclically sensitive tech names. Article Title
• Negative Sentiment: Although the Supreme Court struck down the tariff plan, several pieces note lingering policy maneuvers and legal/administrative follow-ups—meaning political risk hasn’t fully disappeared. That uncertainty can keep a lid on valuations for now. Article Title

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.