Calamos Wealth Management LLC Increases Stake in Invesco QQQ $QQQ

Calamos Wealth Management LLC boosted its stake in Invesco QQQ (NASDAQ:QQQ) by 17.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 22,986 shares of the exchange traded fund’s stock after buying an additional 3,476 shares during the period. Calamos Wealth Management LLC’s holdings in Invesco QQQ were worth $16,927,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Bank of America Corp DE grew its stake in Invesco QQQ by 381.0% in the fourth quarter. Bank of America Corp DE now owns 19,547,552 shares of the exchange traded fund’s stock worth $12,008,257,000 after purchasing an additional 26,505,055 shares during the period. Corient Private Wealth LLC grew its position in shares of Invesco QQQ by 3,567.7% in the 4th quarter. Corient Private Wealth LLC now owns 21,436,917 shares of the exchange traded fund’s stock worth $13,168,912,000 after buying an additional 20,852,432 shares during the period. Delta Global Management LP purchased a new position in Invesco QQQ during the 4th quarter valued at about $821,084,000. Align Financial LLC purchased a new position in Invesco QQQ during the 4th quarter valued at about $78,118,000. Finally, Bank of Montreal Can boosted its stake in Invesco QQQ by 142.4% during the fourth quarter. Bank of Montreal Can now owns 1,431,050 shares of the exchange traded fund’s stock worth $877,406,000 after acquiring an additional 840,803 shares in the last quarter. 44.58% of the stock is owned by institutional investors.

Invesco QQQ Stock Up 1.4%

Shares of NASDAQ QQQ opened at $721.11 on Friday. Invesco QQQ has a fifty-two week low of $555.60 and a fifty-two week high of $748.65. The company has a 50 day simple moving average of $712.01 and a two-hundred day simple moving average of $671.28.

Invesco QQQ Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 10th. Investors of record on Monday, June 22nd were given a dividend of $0.8135 per share. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.73. The ex-dividend date of this dividend was Monday, June 22nd. This represents a $3.25 annualized dividend and a yield of 0.5%.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Nvidia’s results provided the clearest catalyst. Robust earnings and guidance eased concerns about slowing artificial-intelligence spending and helped lift both the Nasdaq and S&P 500. Because Nvidia is a major QQQ holding, its strength has an outsized positive effect on the ETF. Nvidia’s Robust Results Power Nasdaq, S&P 500 Index
• Positive Sentiment: Nvidia also removed one major “wall of worry” for technology investors, improving risk appetite across growth stocks and the broader Nasdaq-100. Nvidia Is One Less Brick On The Wall Of Worry, For Now
• Positive Sentiment: The QQQ rally is being driven by semiconductor strength and renewed expectations that falling energy prices could eventually reduce inflation pressures, potentially improving the outlook for interest-rate-sensitive technology shares. QQQ ETF Is Soaring Today. What’s Driving the Rise on August 27? With Energy Prices Falling, Inflation Has Nowhere To Hide
• Neutral Sentiment: Investors are awaiting Federal Reserve messaging from Jackson Hole. Possible changes in the Fed’s policy communication could either support rate-cut expectations or push Treasury yields higher, creating uncertainty for QQQ’s valuation. Jackson Hole Could End In 3 Ways
• Negative Sentiment: Core PCE inflation remained elevated at 3.3% in July, suggesting disinflation has stalled. Persistent price pressures could delay Fed easing and keep bond yields high, which would pressure richly valued growth stocks. Core PCE Inflation At 3.3% In July, Unchanged From June
• Negative Sentiment: Longer-term rate risks, softer consumer confidence and warnings of an eventual AI investment bubble remain headwinds for QQQ, although they have not outweighed Nvidia-driven optimism. Warsh’s Jackson Hole Silence May Push Long-Term Rates Much Higher AI Bubble Alert: The Rubber Hits The Road In 2027

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.