Significant Wealth Partners LLC lifted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 52.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,774 shares of the exchange traded fund’s stock after buying an additional 1,304 shares during the quarter. Invesco QQQ makes up 1.1% of Significant Wealth Partners LLC’s holdings, making the stock its 4th largest position. Significant Wealth Partners LLC’s holdings in Invesco QQQ were worth $2,266,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors also recently bought and sold shares of the company. Morgan Dempsey Capital Management LLC purchased a new position in shares of Invesco QQQ during the 2nd quarter valued at approximately $30,000. Navigoe LLC grew its position in Invesco QQQ by 300.0% during the third quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock valued at $36,000 after buying an additional 45 shares during the period. PayPay Securities Corp grew its position in Invesco QQQ by 78.9% during the third quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock valued at $41,000 after buying an additional 30 shares during the period. Barnes Dennig Private Wealth Management LLC purchased a new position in Invesco QQQ in the third quarter valued at $42,000. Finally, Moser Wealth Advisors LLC raised its position in shares of Invesco QQQ by 930.0% in the second quarter. Moser Wealth Advisors LLC now owns 103 shares of the exchange traded fund’s stock worth $57,000 after acquiring an additional 93 shares during the period. 44.58% of the stock is owned by institutional investors and hedge funds.
Invesco QQQ News Roundup
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Activest raised its QQQ allocation, concentrating exposure in Nvidia, Apple and Microsoft — buying by active managers into the Magnificent Seven supports QQQ’s leadership if those names hold up. QQQ ETF Holdings Increased by Activest as Nvidia, Apple, Microsoft Dominate
- Positive Sentiment: Hyperscaler AI capex plans remain a structural tailwind for QQQ’s largest holdings; investor focus on AI spending and upcoming big-tech reports could lift the ETF if cloud/AI guidance is constructive. Hyperscaler AI Spending Plans Could Chart Course for QQQ
- Positive Sentiment: Options-market activity (short-selling and put buying) is being read by some analysts as positioning for a big-tech rally — short-covering or option-driven flows could amplify upside in QQQ if sentiment flips. Short Selling And Put Buying Point To Big Tech Rally
- Neutral Sentiment: Mega-cap earnings this week (Microsoft, Tesla, Meta) are the closest-term catalyst — beats and constructive AI/capex commentary could push QQQ back toward highs, while weak guidance would headwind the ETF. Mega-Cap Earnings Could Decide the Tech Sector’s Next Big Move (QQQ)
- Neutral Sentiment: The Fed has paused rate cuts for now — that reduces immediate hawkish surprises but keeps the path of rates uncertain; QQQ’s direction will depend on forward guidance and growth data. Federal Reserve Puts Rate Cuts On Pause
- Neutral Sentiment: Dollar weakness and improved retail sentiment (AAII) are background positives for risk assets, but their impact on QQQ hinges on whether earnings and rates backstop tech multiples. Dollar Index Hits 4-Year Low And Traditional Wisdom Can Mislead This Time AAII Sentiment Survey: Pessimism Tumbles
- Negative Sentiment: Joule Financial significantly reduced its QQQ stake — a large holder trimming exposure can pressure the ETF and signals some profit-taking or risk-reallocation among institutional investors. Joule Financial LLC Significantly Reduces Stake in Invesco QQQ
- Negative Sentiment: A commodity-driven inflation scare and analysis showing a path to much higher Treasury yields raise the risk that rates reprice tech multiples — higher long-term yields would be a headwind for QQQ. The Commodity Boom May Send Inflation And Rates Much Higher
- Negative Sentiment: Persistent Fed uncertainty and scenarios where the policy pause turns into a longer hold (or higher-for-longer expectations) increase downside risk for growth/high-multiple names in QQQ. Why 6% 10-Year Treasury Rate Is Possible In 2026 And What To Do
Invesco QQQ Price Performance
Invesco QQQ Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were given a $0.7941 dividend. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69. The ex-dividend date was Monday, December 22nd.
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.
Further Reading
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