Invesco QQQ $QQQ Shares Acquired by RIA Advisory Group LLC

RIA Advisory Group LLC lifted its position in Invesco QQQ (NASDAQ:QQQFree Report) by 18.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 74,660 shares of the exchange traded fund’s stock after buying an additional 11,882 shares during the quarter. Invesco QQQ comprises approximately 11.0% of RIA Advisory Group LLC’s holdings, making the stock its largest position. RIA Advisory Group LLC’s holdings in Invesco QQQ were worth $45,864,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Montag A & Associates Inc. lifted its stake in shares of Invesco QQQ by 1.0% in the fourth quarter. Montag A & Associates Inc. now owns 8,556 shares of the exchange traded fund’s stock worth $5,256,000 after buying an additional 87 shares during the last quarter. WJ Financial Advisors LLC lifted its stake in shares of Invesco QQQ by 37.0% in the fourth quarter. WJ Financial Advisors LLC now owns 1,393 shares of the exchange traded fund’s stock worth $856,000 after buying an additional 376 shares during the last quarter. CENTRAL TRUST Co lifted its stake in shares of Invesco QQQ by 4.5% in the fourth quarter. CENTRAL TRUST Co now owns 24,786 shares of the exchange traded fund’s stock worth $15,226,000 after buying an additional 1,069 shares during the last quarter. Summit Wealth & Retirement Planning Inc. lifted its stake in shares of Invesco QQQ by 22.3% in the fourth quarter. Summit Wealth & Retirement Planning Inc. now owns 1,098 shares of the exchange traded fund’s stock worth $674,000 after buying an additional 200 shares during the last quarter. Finally, Alliance Wealth Strategies LLC d b a Brown Edwards Wealth Strategies acquired a new stake in shares of Invesco QQQ in the fourth quarter worth $428,000. 44.58% of the stock is currently owned by institutional investors and hedge funds.

Invesco QQQ News Roundup

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

  • Positive Sentiment: Large net inflows into tech ETFs are lifting Nasdaq-linked funds like QQQ as investors pile into AI and growth exposure. Tech ETFs Dominate
  • Positive Sentiment: Broad-market ETFs and US equities are advancing intraday, providing upward momentum to major ETFs including QQQ. Exchange-Traded Funds Advance
  • Positive Sentiment: Ongoing strong tech earnings (recent blowouts) have relieved bearish pressure and are supporting growth names concentrated in QQQ. Bears Run Scared After Earnings
  • Positive Sentiment: Q1 GDP strength was partly driven by AI investment, a structural tailwind for the large-cap tech companies that dominate QQQ. GDP Boosted By AI Investments
  • Neutral Sentiment: Technical/market-timing indicators and monthly seasonality forecasts point to mixed near-term signals — could add volatility even as direction trends favor tech. Chart Indicator Signals A Sell
  • Negative Sentiment: Rising inflation readings have increased the odds of Fed tightening, which typically pressures high-growth, long-duration names concentrated in QQQ. Inflation Nears The ‘Red Zone’
  • Negative Sentiment: High-profile shorting activity in the semiconductor space (Michael Burry) and a pulled-back chip rally could weigh on QQQ components tied to semiconductors. Michael Burry Shorting Chips
  • Negative Sentiment: Analysts flag potential weakening in 2027 AI capex plans, which could temper forward growth expectations for AI-exposed large caps in QQQ. 2027 AI Capex Concerns

Invesco QQQ Stock Performance

Shares of Invesco QQQ stock opened at $673.97 on Friday. Invesco QQQ has a 1-year low of $476.78 and a 1-year high of $675.97. The firm has a fifty day simple moving average of $610.87 and a 200-day simple moving average of $614.06.

Invesco QQQ Cuts Dividend

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

Invesco QQQ 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.

See Also

Want to see what other hedge funds are holding QQQ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco QQQ (NASDAQ:QQQFree Report).

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

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