Invesco QQQ $QQQ Holdings Boosted by Sheets Smith Wealth Management

Sheets Smith Wealth Management boosted its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 13.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 27,735 shares of the exchange traded fund’s stock after buying an additional 3,334 shares during the quarter. Invesco QQQ makes up about 1.9% of Sheets Smith Wealth Management’s investment portfolio, making the stock its 8th largest holding. Sheets Smith Wealth Management’s holdings in Invesco QQQ were worth $17,038,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in QQQ. Thurston Springer Miller Herd & Titak Inc. lifted its position in Invesco QQQ by 538.2% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,044 shares of the exchange traded fund’s stock valued at $1,871,000 after purchasing an additional 2,567 shares in the last quarter. YANKCOM Partnership increased its position in Invesco QQQ by 12.3% in the fourth quarter. YANKCOM Partnership now owns 730 shares of the exchange traded fund’s stock worth $448,000 after buying an additional 80 shares in the last quarter. Analyst IMS Investment Management Services Ltd. raised its stake in shares of Invesco QQQ by 68.6% in the fourth quarter. Analyst IMS Investment Management Services Ltd. now owns 1,750,079 shares of the exchange traded fund’s stock worth $1,075,091,000 after buying an additional 712,026 shares during the period. Three Magnolias Financial Advisors LLC raised its stake in shares of Invesco QQQ by 1.0% in the fourth quarter. Three Magnolias Financial Advisors LLC now owns 8,010 shares of the exchange traded fund’s stock worth $4,921,000 after buying an additional 76 shares during the period. Finally, Toth Financial Advisory Corp lifted its position in shares of Invesco QQQ by 0.4% during the 4th quarter. Toth Financial Advisory Corp now owns 5,745 shares of the exchange traded fund’s stock valued at $3,529,000 after buying an additional 21 shares in the last quarter. 44.58% of the stock is owned by hedge funds and other institutional investors.

More Invesco QQQ News

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

• Positive Sentiment: Analysts argue the recent pullback in the S&P 500 looks like a healthy reset, supporting a risk-on stance that can benefit QQQ’s large-cap tech exposure. S&P 500 May Have Already Found Bottom
• Positive Sentiment: Market note: QQQ recorded a modest gain in the latest daily update, reflecting short-term resilience after recent volatility — a signal that buyers are nibbling at tech again. Invesco QQQ Trust ETF (QQQ) Daily Update, 4/3/2026?
• Neutral Sentiment: Nasdaq’s new index/IPO rule changes could alter listings dynamics over time; not an immediate QQQ catalyst but worth monitoring for potential future index composition shifts. New Nasdaq Index Rules Are a Gift for IPO Flippers. Here’s Why.
• Neutral Sentiment: Deeper reads on the March jobs report show payrolls were strong but participation/quality metrics lag — this nuance could temper how hawkish the Fed reaction is, making the impact on growth stocks ambiguous. March Jobs Report: Payroll Strength Offsets Weakness In Participation
• Negative Sentiment: Market-moving: a strong March NFP surprise pushed futures and bonds lower (higher yields), a classic headwind for QQQ’s long-duration tech names as higher rates pressure valuations. Massive March Jobs Beat: Stock Futures And Bonds Trade Lower On Good Friday
• Negative Sentiment: Commentary warns the recent QQQ rebound may be a “bull trap” amid macro uncertainty — investors should be cautious on size and watch flows/breadth for confirmation. QQQ stock rally may be a bull trap: what next for the Nasdaq 100 Index?
• Negative Sentiment: Geopolitical tensions and oil/ Hormuz risk are cited as drivers for renewed risk-off moves; such safe-haven shifts typically weigh on growth/tech-heavy ETFs like QQQ. Iran And Oil Spark An Explosive Month

Invesco QQQ Stock Performance

Shares of NASDAQ:QQQ opened at $584.98 on Friday. The stock has a 50 day moving average of $602.08 and a 200 day moving average of $609.29. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01.

Invesco QQQ Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 27th. Shareholders 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 yield of 0.5%.

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.