Edge Financial Advisors LLC Reduces Stock Position in Invesco QQQ $QQQ

Edge Financial Advisors LLC decreased its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 44.4% in the third quarter, HoldingsChannel reports. The firm owned 2,616 shares of the exchange traded fund’s stock after selling 2,087 shares during the quarter. Invesco QQQ makes up 0.7% of Edge Financial Advisors LLC’s investment portfolio, making the stock its 29th biggest position. Edge Financial Advisors LLC’s holdings in Invesco QQQ were worth $1,571,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Orgel Wealth Management LLC raised its holdings in Invesco QQQ by 4.7% in the 3rd quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund’s stock worth $229,000 after purchasing an additional 17 shares in the last quarter. Enclave Advisors LLC lifted its stake in shares of Invesco QQQ by 0.9% in the 3rd quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund’s stock valued at $1,099,000 after purchasing an additional 17 shares during the period. IFS Advisors LLC boosted its position in shares of Invesco QQQ by 4.1% during the third quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund’s stock valued at $259,000 after purchasing an additional 17 shares in the last quarter. Mezzasalma Advisors LLC raised its holdings in Invesco QQQ by 0.5% in the third quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund’s stock worth $1,988,000 after purchasing an additional 17 shares in the last quarter. Finally, TCV Trust & Wealth Management Inc. boosted its holdings in shares of Invesco QQQ by 1.4% during the 3rd quarter. TCV Trust & Wealth Management Inc. now owns 1,246 shares of the exchange traded fund’s stock valued at $748,000 after buying an additional 17 shares in the last quarter. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ Stock Up 0.3%

NASDAQ:QQQ opened at $622.72 on Friday. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01. The firm’s 50-day moving average price is $616.52 and its 200-day moving average price is $597.69.

Invesco QQQ Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were given a $0.7941 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.69.

Invesco QQQ News Summary

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

• Positive Sentiment: Retail enthusiasm and heavy options positioning are fueling demand for QQQ, with social sentiment scores near record highs — a likely near-term support for the ETF. Investors Are Acting As if QQQ Is the Perfect Investment Right Now
• Positive Sentiment: Quarterly earnings momentum among large-cap growth names in the Nasdaq 100 could provide fresh catalysts for QQQ if results and guidance beat expectations. Monitor upcoming marquee reports. Earnings Growth Could Power These ETFs
• Positive Sentiment: Coverage suggests the Fed is expected to remain steady for now, which is broadly supportive for growth/tech exposure that QQQ provides. Stability in policy reduces the odds of a rate shock that would hurt high-PE names. Federal Reserve Watch: Steady As She Goes
• Neutral Sentiment: Daily ETF updates note recent gains in QQQ as markets rallied; useful for context but not a new catalyst. Invesco QQQ Trust ETF (QQQ) Daily Update, 1-22-2026
• Neutral Sentiment: General ETF primer pieces reiterate QQQ’s long-term exposure to large-cap growth and tech — useful for allocation decisions but not immediately price-moving. Should Invesco QQQ (QQQ) Be on Your Investing Radar?
• Negative Sentiment: Global rate volatility — notably Japan’s policy and local yield shocks — is cited as a source of market fragility; spillovers could increase volatility for tech-heavy indices and put pressure on QQQ. Japan Rate Decision And Its Butterfly Effects On S&P 500
• Negative Sentiment: Commentary warning that the Fed’s rate-cutting cycle may be ending and that bond/market internals look thin — these macro signals could reverse risk appetite and weigh on QQQ if they accelerate. The Fed’s Rate-Cutting Cycle May Be Over Sooner Than You Think

Invesco QQQ 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.