Invesco QQQ $QQQ Stock Holdings Lifted by Wealthspire Retirement LLC

Wealthspire Retirement LLC raised its position in shares of Invesco QQQ (NASDAQ:QQQ) by 2.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,995 shares of the exchange traded fund’s stock after purchasing an additional 1,176 shares during the period. Invesco QQQ accounts for about 1.8% of Wealthspire Retirement LLC’s investment portfolio, making the stock its 12th largest position. Wealthspire Retirement LLC’s holdings in Invesco QQQ were worth $30,010,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. CAP Partners LLC increased its holdings in Invesco QQQ by 3.5% in the first quarter. CAP Partners LLC now owns 444 shares of the exchange traded fund’s stock worth $256,000 after buying an additional 15 shares during the last quarter. Durante & Waters LLC lifted its stake in Invesco QQQ by 1.1% in the first quarter. Durante & Waters LLC now owns 1,425 shares of the exchange traded fund’s stock valued at $822,000 after acquiring an additional 15 shares during the last quarter. Well Done LLC lifted its stake in Invesco QQQ by 0.5% in the fourth quarter. Well Done LLC now owns 3,439 shares of the exchange traded fund’s stock valued at $2,113,000 after acquiring an additional 16 shares during the last quarter. Forty three Eighteen Advisors LLC grew its position in Invesco QQQ by 0.6% in the first quarter. Forty three Eighteen Advisors LLC now owns 2,694 shares of the exchange traded fund’s stock worth $1,555,000 after acquiring an additional 16 shares in the last quarter. Finally, Tenon Financial LLC grew its position in Invesco QQQ by 2.2% in the fourth quarter. Tenon Financial LLC now owns 805 shares of the exchange traded fund’s stock worth $494,000 after acquiring an additional 17 shares in the last quarter. 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: Market commentary suggests QQQ can still benefit if upcoming mega-cap tech earnings beat expectations, especially from Alphabet and Tesla, which could lift the ETF given its heavy concentration in large growth stocks. Stock Market Today: Dow Falls As Oil Prices Jump; SMCI Surges With Alphabet, Tesla Earnings Next (Live Coverage)
• Neutral Sentiment: Several pieces frame the current market as one driven by earnings rather than macro headlines, which is relevant for QQQ because its next move will likely depend on whether top holdings can justify their valuations. Earnings, Earnings, Earnings Are What Matter Most
• Neutral Sentiment: Discussion about hyperscalers “making or breaking” the market highlights the ETF’s dependence on a narrow set of tech giants, but does not point to an immediate catalyst by itself. Hyperscalers Can Make/Break This Market
• Neutral Sentiment: ETF commentary notes that earnings growth is broadening beyond the largest names, which could help market breadth over time, but also implies QQQ may lag more diversified or equal-weight strategies if leadership narrows. ETFs for the Next Leg of Earnings Expansion
• Negative Sentiment: One article argues investors chasing AI-chip upside may be better served elsewhere, implying QQQ may be missing some of the strongest semiconductor-led gains and could underperform pure-play chip exposure. Forget QQQ. This Semiconductor Fund Nearly Quintupled Its 2026 Gain

Invesco QQQ Stock Performance

Shares of QQQ opened at $705.35 on Thursday. The company’s fifty day moving average is $719.91 and its 200-day moving average is $655.21. Invesco QQQ has a 12 month low of $551.68 and a 12 month high of $748.65.

Invesco QQQ Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 10th. Investors of record on Monday, June 22nd were issued a $0.8135 dividend. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.73. This represents a $3.25 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Monday, June 22nd.

Invesco QQQ 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.