Invesco QQQ $QQQ is Momentum Wealth Planning LLC’s 2nd Largest Position

Momentum Wealth Planning LLC lifted its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 3.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 31,800 shares of the exchange traded fund’s stock after acquiring an additional 1,078 shares during the quarter. Invesco QQQ accounts for about 15.8% of Momentum Wealth Planning LLC’s holdings, making the stock its 2nd largest position. Momentum Wealth Planning LLC’s holdings in Invesco QQQ were worth $20,224,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of QQQ. SG Americas Securities LLC increased its position in shares of Invesco QQQ by 120.2% during the fourth quarter. SG Americas Securities LLC now owns 213,722 shares of the exchange traded fund’s stock valued at $131,292,000 after acquiring an additional 1,270,102 shares during the last quarter. Analyst IMS Investment Management Services Ltd. increased its position in shares of Invesco QQQ by 68.6% during the fourth 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 acquiring an additional 712,026 shares during the last quarter. Japan Science & Technology Agency purchased a new stake in shares of Invesco QQQ during the third quarter valued at approximately $179,311,000. NorthRock Partners LLC grew its holdings in Invesco QQQ by 1,355.6% during the third quarter. NorthRock Partners LLC now owns 304,852 shares of the exchange traded fund’s stock valued at $183,024,000 after purchasing an additional 283,909 shares during the period. Finally, BXM Wealth LLC grew its holdings in Invesco QQQ by 1,744.9% during the fourth quarter. BXM Wealth LLC now owns 219,962 shares of the exchange traded fund’s stock valued at $135,125,000 after purchasing an additional 208,039 shares during the period. 44.58% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Broad-market and Nasdaq-linked ETFs rose after midday as U.S. equities advanced, lifting demand for QQQ exposure and reinforcing momentum into large-cap tech names. Exchange-Traded Funds Rise as US Equities Advance After Midday
• Positive Sentiment: A risk-on trade following President Trump’s decision to extend a cease-fire with Iran boosted small caps and market breadth — a favorable backdrop for tech-led rallies that benefit QQQ. Russell 2000 Extends Gains as Risk-On Trade Buoys Small Cap Sentiment
• Positive Sentiment: Coverage highlighting why QQQ is rising today points to rotation into AI/mega-cap tech names within the Nasdaq?100, which directly supports QQQ flows and price action. What’s Driving the Invesco QQQ Trust ETF (QQQ) Higher Today 4-22-2026?
• Neutral Sentiment: Major ETFs face a potential volatility test from Tesla’s after?hours earnings report; Tesla’s result could temporarily sway tech-centric funds but the net impact on QQQ depends on the stock’s weight and the earnings surprise. Major ETFs Face Tesla Earnings Test Amid AI Pivot
• Neutral Sentiment: Analysts note the ceasefire extension eases immediate geopolitical risk yet uncertainty remains; fragile geopolitics mean gains could be susceptible to headlines. Will a Ceasefire Extension Provide Relief to Wall Street ETFs?
• Neutral Sentiment: Invesco’s related Income Advantage ETF declared a monthly distribution, a small supportive item for investor demand in the broader QQQ product family, but it’s unlikely to be a major driver. Invesco QQQ Income Advantage ETF declares monthly distribution of $0.4635
• Negative Sentiment: Earlier headlines that Iran refused to attend peace talks and commentary about late?cycle market risks/reminders from Fed testimony inject caution and could reverse risk appetite if escalations recur. Stocks Fall as Iran Refuses to Attend Peace Talks

Invesco QQQ Price Performance

Shares of NASDAQ QQQ opened at $655.11 on Thursday. The stock has a fifty day simple moving average of $603.84 and a two-hundred day simple moving average of $611.68. Invesco QQQ has a 1-year low of $452.88 and a 1-year high of $655.33.

Invesco QQQ Cuts Dividend

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

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.