CPR Investments Inc. Lowers Stock Holdings in Invesco QQQ $QQQ

CPR Investments Inc. reduced its position in shares of Invesco QQQ (NASDAQ:QQQ) by 4.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 20,981 shares of the exchange traded fund’s stock after selling 1,015 shares during the period. Invesco QQQ makes up about 7.9% of CPR Investments Inc.’s portfolio, making the stock its 3rd biggest holding. CPR Investments Inc.’s holdings in Invesco QQQ were worth $12,889,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in QQQ. Brighton Jones LLC lifted its holdings in shares of Invesco QQQ by 15.0% during the fourth quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock worth $19,605,000 after buying an additional 4,989 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Invesco QQQ by 3.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock valued at $2,687,000 after acquiring an additional 176 shares during the period. Jupiter Wealth Management LLC acquired a new position in shares of Invesco QQQ in the second quarter valued at about $290,000. Wealth Group Ltd. grew its stake in shares of Invesco QQQ by 283.7% in the second quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund’s stock valued at $13,587,000 after acquiring an additional 18,210 shares in the last quarter. Finally, Russell Investments Group Ltd. increased its position in Invesco QQQ by 37.9% during the second quarter. Russell Investments Group Ltd. now owns 5,644 shares of the exchange traded fund’s stock worth $3,113,000 after acquiring an additional 1,551 shares during the period. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ Stock Performance

Shares of Invesco QQQ stock opened at $562.58 on Monday. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01. The company has a 50-day simple moving average of $606.07 and a two-hundred day simple moving average of $609.81.

Invesco QQQ Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were issued a dividend of $0.7328 per share. 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%.

Invesco QQQ News Roundup

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 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.