Sax Wealth Advisors LLC Buys Shares of 15,148 Invesco QQQ $QQQ

Sax Wealth Advisors LLC purchased a new position in shares of Invesco QQQ (NASDAQ:QQQ) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 15,148 shares of the exchange traded fund’s stock, valued at approximately $9,094,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Smith Salley Wealth Management grew its position in Invesco QQQ by 32.8% in the third quarter. Smith Salley Wealth Management now owns 6,019 shares of the exchange traded fund’s stock valued at $3,614,000 after purchasing an additional 1,486 shares in the last quarter. Lewis Asset Management LLC boosted its stake in shares of Invesco QQQ by 23.2% during the 3rd quarter. Lewis Asset Management LLC now owns 4,231 shares of the exchange traded fund’s stock worth $2,540,000 after buying an additional 796 shares during the last quarter. Forefront Wealth Partners LLC bought a new position in shares of Invesco QQQ in the 3rd quarter valued at about $1,618,000. Ascent Group LLC grew its holdings in shares of Invesco QQQ by 2.7% in the 3rd quarter. Ascent Group LLC now owns 1,512 shares of the exchange traded fund’s stock valued at $908,000 after acquiring an additional 40 shares in the last quarter. Finally, Base Wealth Management LLC increased its position in shares of Invesco QQQ by 7.8% in the third quarter. Base Wealth Management LLC now owns 16,904 shares of the exchange traded fund’s stock valued at $10,148,000 after acquiring an additional 1,223 shares during the last quarter. 44.58% of the stock is currently owned by institutional investors and hedge funds.

Invesco QQQ Trading Down 0.2%

QQQ opened at $619.43 on Wednesday. The business’s 50-day simple moving average is $616.60 and its 200 day simple moving average is $588.56. Invesco QQQ has a 52-week low of $402.39 and a 52-week high of $637.01.

Invesco QQQ Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd will be issued a $0.7941 dividend. This represents a $3.18 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Monday, December 22nd. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69.

More Invesco QQQ News

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

• Positive Sentiment: Big-money interest: Reports say legendary hedge funds are increasing allocations to large-cap tech and growth ETFs, a flow dynamic that can support QQQ’s price given its heavy tech weighting. Legendary Hedge Funds Are Piling Into These ETFs
• Positive Sentiment: Bull case for broader market: A bullish Seeking Alpha outlook projects a much stronger S&P 500 in 2026, which would likely lift large-cap tech and QQQ exposure if realized. 2026 S&P 500 Outlook: Why The Index Will Hit 8,300
• Positive Sentiment: AI tailwinds remain a key support: Analysis reflecting on the 2025 AI surge highlights durable themes that benefit the Nasdaq-heavy QQQ composition (software, semis, cloud). Continued AI adoption would favor QQQ leadership. Reflecting On The 2025 AI Stock Surge: Key Themes To Watch In 2026
• Neutral Sentiment: ETF status update: A TipRanks daily note shows QQQ modestly weaker in pre-market trade — useful short-term color but not a directional catalyst on its own. QQQ ETF Daily Update, 12-30-2025
• Neutral Sentiment: Mixed macro/valuation views: Several market outlook pieces highlight sector rotation and valuation/technical concerns — these are watchlists for QQQ but contain both upside and downside scenarios. 2026 Market & Economic Outlook: Valuation & Technical Concerns
• Neutral Sentiment: Sector skew expected: Analysts expect uneven sector growth in 2026 — outcomes for QQQ depend on whether tech/AI continue to outperform consumer or cyclicals. S&P 500 2026 Market Outlook: Sector Growth Expected To Be Skewed
• Negative Sentiment: Correction risk flagged: A Seeking Alpha piece lists three reasons to prepare for a 2026 correction — higher volatility or a pullback would disproportionately hit growth-heavy QQQ. Outlook For 2026: Three Reasons I Am Preparing For A Correction
• Negative Sentiment: Macro warning signal: An article on the Dow/gold ratio argues a major warning signal has triggered — if risk-off sentiment rises, QQQ could see outsized weakness. The Dow Jones To Gold Ratio Just Triggered A Major 2008-Style Stock Market Warning
• Negative Sentiment: Policy/dollar risk: Analysis on a “new” Fed/dollar regime suggests stronger dollar or tighter policy risks that typically pressure growth/multiple expansion — a headwind for QQQ. The Dollar And The “New” Regime At The Federal Reserve

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.