HORAN Wealth LLC Makes New Investment in Invesco QQQ $QQQ

HORAN Wealth LLC bought a new position in shares of Invesco QQQ (NASDAQ:QQQFree Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 2,446 shares of the exchange traded fund’s stock, valued at approximately $1,503,000.

A number of other large investors also recently bought and sold shares of QQQ. SG Americas Securities LLC lifted its holdings in Invesco QQQ by 120.2% during the 4th quarter. SG Americas Securities LLC now owns 213,722 shares of the exchange traded fund’s stock worth $131,292,000 after buying an additional 1,270,102 shares during the last quarter. Analyst IMS Investment Management Services Ltd. lifted its holdings 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 worth $1,075,091,000 after buying an additional 712,026 shares during the last quarter. Japan Science & Technology Agency bought a new position in Invesco QQQ during the 3rd quarter worth approximately $179,311,000. NorthRock Partners LLC lifted its holdings in Invesco QQQ by 1,355.6% during the 3rd quarter. NorthRock Partners LLC now owns 304,852 shares of the exchange traded fund’s stock worth $183,024,000 after buying an additional 283,909 shares during the last quarter. Finally, BXM Wealth LLC lifted its holdings in Invesco QQQ by 1,744.9% during the 4th quarter. BXM Wealth LLC now owns 219,962 shares of the exchange traded fund’s stock worth $135,125,000 after buying an additional 208,039 shares during the last quarter. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ Stock Up 0.3%

NASDAQ:QQQ opened at $713.29 on Tuesday. The business’s 50 day moving average is $619.92 and its two-hundred day moving average is $617.47. Invesco QQQ has a 52 week low of $501.48 and a 52 week high of $714.59.

Invesco QQQ Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Monday, March 23rd were issued a $0.7328 dividend. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.93 annualized dividend and a dividend yield of 0.4%.

Trending Headlines about Invesco QQQ

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

  • Positive Sentiment: Investors are rotating back into risk assets as cooling Middle East tensions, resilient jobs data, and AI momentum lift sentiment for tech-heavy ETFs like Invesco QQQ Trust (QQQ). Time for Risk-On Trades? ETFs in Focus
  • Positive Sentiment: Market coverage highlighted that broad market ETFs were moving higher and that the Nasdaq/tech complex was holding up well, which is constructive for QQQ because it tracks the Nasdaq 100. Exchange-Traded Funds Higher, US Equities Mixed After Midday
  • Positive Sentiment: Commentary on “5 ETF Winners of Last Week” pointed to AI euphoria and strong momentum in tech-adjacent markets, a favorable backdrop for QQQ’s large growth-stock exposure. 5 ETF Winners of Last Week
  • Neutral Sentiment: Short-interest data showed 0 shares short, offering little meaningful trading signal for QQQ and suggesting no notable bearish pressure from this report.
  • Neutral Sentiment: Several market commentaries focused on intraday levels, rally conditions, and cautious optimism, but did not point to a specific company-level catalyst for QQQ.
  • Negative Sentiment: One article argued that Asia-linked ETFs are attracting AI-driven flows away from U.S. mega-cap funds such as QQQ, implying some competition for investor attention. Forget SPY and QQQ — these Asia-linked ETFs are stealing the AI mania
  • Negative Sentiment: Concerns about a hot CPI print and warnings about “irrational exuberance” could pressure growth stocks if inflation data pushes rates higher or cools risk appetite. A Hot CPI Report May Trigger A Major Market Shift

Invesco QQQ Company Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Invesco QQQ (NASDAQ:QQQ)

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