J.W. Cole Advisors Inc. Sells 16,566 Shares of Invesco QQQ $QQQ

J.W. Cole Advisors Inc. decreased its position in Invesco QQQ (NASDAQ:QQQ) by 8.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 181,038 shares of the exchange traded fund’s stock after selling 16,566 shares during the quarter. Invesco QQQ accounts for approximately 2.2% of J.W. Cole Advisors Inc.’s holdings, making the stock its 4th largest holding. J.W. Cole Advisors Inc.’s holdings in Invesco QQQ were worth $111,213,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Goodman Advisory Group LLC acquired a new stake in shares of Invesco QQQ in the third quarter valued at about $25,000. Annis Gardner Whiting Capital Advisors LLC increased its position in shares of Invesco QQQ by 2,150.0% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock valued at $28,000 after acquiring an additional 43 shares during the last quarter. Shcp LLC acquired a new stake in shares of Invesco QQQ in the third quarter valued at about $27,000. Rachor Investment Advisory Services LLC acquired a new stake in shares of Invesco QQQ in the fourth quarter valued at about $29,000. Finally, Measured Wealth Private Client Group LLC acquired a new stake in shares of Invesco QQQ in the third quarter valued at about $40,000. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Stock Down 0.5%

NASDAQ:QQQ opened at $740.61 on Friday. The stock’s 50-day simple moving average is $664.57 and its 200 day simple moving average is $630.59. Invesco QQQ has a 52-week low of $522.66 and a 52-week high of $748.65.

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 given a $0.7328 dividend. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.93 dividend on an annualized basis and a dividend yield of 0.4%.

More Invesco QQQ News

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

• Positive Sentiment: Market breadth remains supportive, as broad-market ETFs like IWM and IVV edged higher, suggesting risk appetite is still present for large-cap and growth-heavy funds such as QQQ. Exchange-Traded Funds Rise, US Equities Mixed After Midday
• Positive Sentiment: Recent coverage highlights QQQ’s long-term outperformance versus broad S&P 500 ETFs, reinforcing the case for continued investor demand for tech and growth exposure. The Growth ETF Quietly Outperforming the Vanguard 500 S&P ETF Over the Last Decade
• Neutral Sentiment: Some articles frame the recent Nasdaq and AI-driven rally as historically strong but increasingly extended, which may keep investors interested in QQQ while also encouraging caution about valuation. The S&P 500, Dow and Nasdaq: Real Returns Since the 2000 Peak (May 2026)
• Negative Sentiment: Several commentaries warn that the market may be forming a top, with “AI bubble” and “irrational market” themes suggesting growing concern about overheated mega-cap tech valuations that could pressure QQQ. AI Bubble Is Way Bigger Than Dot-Com
• Negative Sentiment: Other pieces point to overvaluation, possible AI-related layoffs, and warnings that investors should “take some chips off the table,” reinforcing a more defensive short-term outlook for QQQ. Worried About Overvaluation? Seek Safety in Low-Volatility ETFs

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.