Adamsbrown Wealth Consultants LLC Increases Holdings in Invesco QQQ $QQQ

Adamsbrown Wealth Consultants LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ) by 23.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,181 shares of the exchange traded fund’s stock after purchasing an additional 1,159 shares during the quarter. Invesco QQQ accounts for approximately 1.1% of Adamsbrown Wealth Consultants LLC’s investment portfolio, making the stock its 19th largest holding. Adamsbrown Wealth Consultants LLC’s holdings in Invesco QQQ were worth $3,797,000 at the end of the most recent quarter.

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

Invesco QQQ News Summary

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

• Positive Sentiment: Hyperscaler and AI optimism supports large-cap tech names that dominate QQQ, providing a demand tailwind for the ETF. Hyperscalers Are Bullish on AI’s Future
• Neutral Sentiment: Global X launched the NYSE 100 ETF (NYSX), giving investors another large‑cap tech alternative to QQQ; could modestly affect flows over time but not an immediate disruption. Tech Growth Reimagined: Inside Global X’s Launch of NYSX
• Neutral Sentiment: Coverage and analyst pieces continue to highlight QQQ as a core way to get Nasdaq‑100 exposure; that keeps it on investor radars even amid volatility. Should Invesco QQQ (QQQ) Be on Your Investing Radar?
• Neutral Sentiment: Short-term trading ideas (options) tied to Invesco corporate moves have surfaced, which can increase volume and volatility in QQQ but are not a directional guarantee. Use options to play a potential Invesco runup after Janus Henderson deal
• Negative Sentiment: Rising oil prices and renewed Iran‑related geopolitical risk are prompting risk‑off moves that pressure growth/tech‑heavy ETFs like QQQ. Oil Prices Rise +80% Since December – When Will It End?
• Negative Sentiment: Broad ETF selling and midday weakness in US equities pulled major ETFs lower, contributing to downward pressure on QQQ. Exchange-Traded Funds Fall as US Equities Decline After Midday
• Negative Sentiment: Invesco’s launch of an equal‑weight QQQ product (QEW) and other new ETF entrants could reallocate flows away from cap‑weighted QQQ over time. A New ETF Right for These Times

Invesco QQQ Trading Down 2.0%

Shares of NASDAQ:QQQ opened at $562.58 on Friday. The business’s fifty day moving average price is $606.07 and its two-hundred day moving average price is $609.40. Invesco QQQ has a one year low of $402.39 and a one year high of $637.01.

Invesco QQQ Cuts Dividend

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

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.