Impact Partnership Wealth LLC lifted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 71,275 shares of the exchange traded fund’s stock after buying an additional 3,782 shares during the period. Invesco QQQ makes up about 5.6% of Impact Partnership Wealth LLC’s holdings, making the stock its 2nd biggest holding. Impact Partnership Wealth LLC’s holdings in Invesco QQQ were worth $43,785,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also made changes to their positions in QQQ. Sovran Advisors LLC increased its holdings in Invesco QQQ by 8.0% in the 4th quarter. Sovran Advisors LLC now owns 18,032 shares of the exchange traded fund’s stock valued at $11,212,000 after purchasing an additional 1,340 shares in the last quarter. Corepath Wealth Partners LLC increased its holdings in Invesco QQQ by 19.7% in the 4th quarter. Corepath Wealth Partners LLC now owns 8,723 shares of the exchange traded fund’s stock valued at $5,471,000 after purchasing an additional 1,436 shares in the last quarter. Strengthening Families & Communities LLC acquired a new stake in Invesco QQQ in the 3rd quarter valued at $10,771,000. Cane Capital Partners LLC acquired a new stake in Invesco QQQ in the 4th quarter valued at $715,000. Finally, Coyle Financial Counsel LLC increased its holdings in Invesco QQQ by 4.9% in the 3rd quarter. Coyle Financial Counsel LLC now owns 43,458 shares of the exchange traded fund’s stock valued at $26,091,000 after purchasing an additional 2,035 shares in the last quarter. 44.58% of the stock is currently owned by institutional investors and hedge funds.
Invesco QQQ Trading Up 0.4%
Shares of NASDAQ QQQ opened at $738.31 on Friday. Invesco QQQ has a 12-month low of $511.93 and a 12-month high of $741.63. The stock has a fifty day moving average price of $652.03 and a 200 day moving average price of $626.95.
Invesco QQQ Cuts Dividend
More Invesco QQQ News
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Tech leadership remains intact, with market coverage noting that AI-driven stocks are helping push broader indexes and Nasdaq futures higher despite geopolitical noise and softer trading volume. S&P 500, Nasdaq, Dow Futures Rise As AI-Driven Tech Rally Overpowers ‘Defensive’ Iran Strikes: ONDS, NBIS, RCAT, SNOW In Focus
- Positive Sentiment: A separate market note said pre-market trading was mostly up, suggesting continued support for risk assets and large-cap growth exposure like QQQ. Pre-Markets Mostly Up on Lower Volume, Trade & Inventory Reports
- Neutral Sentiment: Consumer sentiment hit a record low, but the same report argued the broader economy remains solid, which could keep investors focused on growth stocks rather than a sharp recession trade-off. Consumer Sentiment Hits Record Low – Economy Stays Solid
- Neutral Sentiment: Several commentary pieces warned about stretched valuations, “liquidity bubble” concerns, and the possibility that value stocks or other global ETFs could outperform tech, which may temper enthusiasm for QQQ if sentiment turns. This Global ETF Beat the Nasdaq-100 for Most of the Past Year. Should You Buy It? The AI Black Box: SpaceX, Hyperscalers, And The Liquidity Bubble Beneath The Rally
- Negative Sentiment: Higher-for-longer interest-rate commentary and inflation concerns could pressure growth multiples, especially for the large-cap tech names that dominate QQQ. The Fed Needs To Invert The Yield Curve And Hike To Above 5 Percent PCE Inflation Surges Further Away From Fed’s Target, Now Nearly Double The Fed’s Target, And 5+ Years Above Target
- Negative Sentiment: Coverage on weak chip stocks and talk that the Nasdaq recently lagged due to semiconductor softness highlights a risk to QQQ’s biggest holdings if AI and semiconductor momentum fades. Dow Closes At Record Highs On Iran Truce Optimism, While Nasdaq Snaps Four-Day Win Streak On Weak Chip Stocks — META, BA, AAL, DY, VRRM In Focus
About Invesco QQQ
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.
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