Jackson Wealth Management LLC Has $13.33 Million Position in Invesco QQQ $QQQ

Jackson Wealth Management LLC increased its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 5.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 21,703 shares of the exchange traded fund’s stock after acquiring an additional 1,091 shares during the quarter. Invesco QQQ makes up about 1.3% of Jackson Wealth Management LLC’s portfolio, making the stock its 23rd largest position. Jackson Wealth Management LLC’s holdings in Invesco QQQ were worth $13,332,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Stratos Wealth Partners LTD. increased its stake in Invesco QQQ by 2.7% in the fourth quarter. Stratos Wealth Partners LTD. now owns 231,510 shares of the exchange traded fund’s stock valued at $142,219,000 after purchasing an additional 6,143 shares in the last quarter. Stratos Wealth Advisors LLC boosted its position in shares of Invesco QQQ by 4.4% during the 4th quarter. Stratos Wealth Advisors LLC now owns 45,471 shares of the exchange traded fund’s stock worth $27,934,000 after purchasing an additional 1,921 shares in the last quarter. Investment Research & Advisory Group Inc. grew its stake in shares of Invesco QQQ by 36.3% in the 4th quarter. Investment Research & Advisory Group Inc. now owns 229 shares of the exchange traded fund’s stock valued at $140,000 after buying an additional 61 shares during the period. NTV Asset Management LLC grew its stake in shares of Invesco QQQ by 0.7% in the 4th quarter. NTV Asset Management LLC now owns 82,729 shares of the exchange traded fund’s stock valued at $50,821,000 after buying an additional 567 shares during the period. Finally, Red Door Wealth Management LLC increased its position in Invesco QQQ by 5.1% in the 4th quarter. Red Door Wealth Management LLC now owns 18,798 shares of the exchange traded fund’s stock valued at $11,548,000 after buying an additional 916 shares in the last quarter. 44.58% of the stock is owned by 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 Price Performance

QQQ stock opened at $584.98 on Friday. The stock’s 50 day simple moving average is $602.08 and its 200 day simple moving average is $609.29. Invesco QQQ has a fifty-two week low of $402.39 and a fifty-two week 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 issued a dividend of $0.7328 per share. The ex-dividend date was Monday, March 23rd. This represents a $2.93 annualized dividend and a dividend 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.