Equitable Trust Co. Increases Stock Holdings in Invesco QQQ $QQQ

Equitable Trust Co. raised its position in Invesco QQQ (NASDAQ:QQQ) by 46.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,578 shares of the exchange traded fund’s stock after acquiring an additional 12,472 shares during the quarter. Invesco QQQ makes up approximately 1.1% of Equitable Trust Co.’s portfolio, making the stock its 20th biggest position. Equitable Trust Co.’s holdings in Invesco QQQ were worth $23,761,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in QQQ. Fifth Third Securities Inc. raised its position in shares of Invesco QQQ by 2.6% during the 3rd quarter. Fifth Third Securities Inc. now owns 109,863 shares of the exchange traded fund’s stock worth $65,959,000 after acquiring an additional 2,822 shares in the last quarter. SK Wealth Management LLC acquired a new stake in Invesco QQQ during the third quarter worth approximately $803,000. Great Point Wealth Advisors LLC purchased a new stake in shares of Invesco QQQ during the 3rd quarter worth approximately $507,000. Strengthening Families & Communities LLC acquired a new position in shares of Invesco QQQ in the 3rd quarter valued at $10,771,000. Finally, Coyle Financial Counsel LLC grew its position in shares of Invesco QQQ by 4.9% in the 3rd quarter. Coyle Financial Counsel LLC now owns 43,458 shares of the exchange traded fund’s stock valued at $26,091,000 after buying an additional 2,035 shares during the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Trading Up 0.9%

Shares of NASDAQ:QQQ opened at $608.81 on Monday. Invesco QQQ has a 12 month low of $402.39 and a 12 month high of $637.01. The company’s fifty day moving average price is $616.41 and its 200 day moving average price is $605.50.

Invesco QQQ Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were given a dividend of $0.7941 per share. This represents a $3.18 dividend on an annualized basis and a dividend 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.

Trending Headlines about Invesco QQQ

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 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.