WealthCare Asset Management LLC acquired a new position in Invesco QQQ (NASDAQ:QQQ – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,577 shares of the exchange traded fund’s stock, valued at approximately $2,158,000. Invesco QQQ accounts for approximately 1.4% of WealthCare Asset Management LLC’s portfolio, making the stock its 19th largest holding.
A number of other large investors have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. increased its stake in Invesco QQQ by 11.8% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 3,547,591 shares of the exchange traded fund’s stock valued at $2,179,321,000 after buying an additional 375,581 shares during the period. Healthcare of Ontario Pension Plan Trust Fund increased its stake in Invesco QQQ by 21.4% during the 4th quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 3,025,000 shares of the exchange traded fund’s stock valued at $1,858,288,000 after buying an additional 534,000 shares during the period. Analyst IMS Investment Management Services Ltd. increased its stake in Invesco QQQ by 68.6% during the 4th quarter. Analyst IMS Investment Management Services Ltd. now owns 1,750,079 shares of the exchange traded fund’s stock valued at $1,075,091,000 after buying an additional 712,026 shares during the period. Bank of Montreal Can increased its stake in Invesco QQQ by 142.4% during the 4th quarter. Bank of Montreal Can now owns 1,431,050 shares of the exchange traded fund’s stock valued at $877,406,000 after buying an additional 840,803 shares during the period. Finally, US Bancorp DE increased its stake in Invesco QQQ by 0.5% during the 3rd quarter. US Bancorp DE now owns 1,378,057 shares of the exchange traded fund’s stock valued at $827,346,000 after buying an additional 7,378 shares during the period. Institutional investors and hedge funds own 44.58% of the company’s stock.
Invesco QQQ Price Performance
Invesco QQQ stock opened at $729.86 on Wednesday. The company’s 50-day moving average price is $686.99 and its two-hundred day moving average price is $637.15. Invesco QQQ has a 52 week low of $523.65 and a 52 week high of $748.65.
Invesco QQQ Cuts Dividend
Key Invesco QQQ News
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Broad U.S. equities and the Nasdaq-100 have recently shown resilience, with commentary noting that major indices and Nasdaq-linked ETFs were higher after the latest rally, which supports QQQ’s large-cap tech-heavy holdings. Exchange-Traded Funds Rise, US Equities Rise After Midday
- Positive Sentiment: Some market coverage says easing geopolitical risk and improving cross-asset volatility could help sustain a summer rally, which would typically benefit QQQ because of its exposure to growth and AI leaders. Cross-Asset Volatilities Normalize As Geopolitical Risk Premia Dissipates
- Neutral Sentiment: Several articles compare QQQ with other tech or AI funds, arguing that investors may prefer cheaper or more targeted alternatives, but these pieces are more about fund selection than a direct negative catalyst for QQQ itself. Forget QQQ. The Pure Tech Fund Charges a Quarter of the Fee and Has Gained 33% in 2026
- Neutral Sentiment: Other commentary highlights QQQ’s role as a liquid proxy for mega-cap Nasdaq names, reinforcing its relevance, but not pointing to a fresh stock-specific catalyst. QTUM vs. QQQ: Does the Quantum-Computing ETF Beat Just Buying the Nasdaq-100?
- Negative Sentiment: Some market pieces warn that valuations across the Nasdaq are stretched, including one noting Nasdaq-to-money-supply levels above the dot-com peak, which could pressure QQQ if investors become more risk-averse. NASDAQ relative to money supply tops dot-com peak
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.
Read More
- Five stocks we like better than Invesco QQQ
- Could a Tesla-SpaceX Merger Be Closer Than Investors Think?
- Gravity Check: Houston, SpaceX Has a Valuation Problem
- Strategy’s Bitcoin Rally Has a Hidden Engine
- Okta’s AI Moment May Be Bigger Than Investors Realize
Receive News & Ratings for Invesco QQQ Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Invesco QQQ and related companies with MarketBeat.com's FREE daily email newsletter.
