JSF Financial LLC Decreases Holdings in Invesco QQQ $QQQ

JSF Financial LLC cut its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 3.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,454 shares of the exchange traded fund’s stock after selling 924 shares during the period. Invesco QQQ comprises approximately 3.3% of JSF Financial LLC’s investment portfolio, making the stock its 9th biggest position. JSF Financial LLC’s holdings in Invesco QQQ were worth $14,682,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the business. Morgan Dempsey Capital Management LLC bought a new stake in shares of Invesco QQQ during the 2nd quarter worth $30,000. Navigoe LLC raised its stake in Invesco QQQ by 300.0% during the third quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock worth $36,000 after acquiring an additional 45 shares in the last quarter. PayPay Securities Corp lifted its holdings in shares of Invesco QQQ by 78.9% in the third quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock worth $41,000 after acquiring an additional 30 shares during the last quarter. Barnes Dennig Private Wealth Management LLC acquired a new stake in shares of Invesco QQQ in the 3rd quarter valued at approximately $42,000. Finally, Moser Wealth Advisors LLC boosted its stake in shares of Invesco QQQ by 930.0% in the 2nd quarter. Moser Wealth Advisors LLC now owns 103 shares of the exchange traded fund’s stock valued at $57,000 after purchasing an additional 93 shares in the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ News Summary

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

• Positive Sentiment: Meta’s strong momentum and upbeat expectations for advertising and AI monetization could lift QQQ if results and guidance confirm strength. Mega-Cap Earnings Could Decide the Tech Sector’s Next Big Move
• Positive Sentiment: Hyperscaler AI spending plans — and management commentary on capex discipline — may provide upside to QQQ holdings if companies signal sustained AI-driven demand. Hyperscaler AI Spending Plans Could Chart Course for QQQ
• Positive Sentiment: Early-day momentum: premarket/daily updates showed QQQ trading up ahead of the open, reflecting positioning into earnings. Invesco QQQ Trust ETF (QQQ) Daily Update, 1-28-2026
• Neutral Sentiment: Invesco Ltd (IVZ) reported a Q4 earnings beat, a positive for the ETF issuer but only indirectly relevant for QQQ’s price action. Invesco shares rise as Q4 adjusted earnings beat expectations
• Negative Sentiment: Macro and sentiment risks — including slipping U.S. consumer sentiment and warnings about a market “reversion to the mean” — could sap risk appetite and reverse any QQQ breakout if earnings disappoint. U.S. Sentiment Slides Again As Consumer Pressures Mount
• Negative Sentiment: Concentration risk: QQQ’s heavy weighting in a few mega-caps means misses or cautious capex guidance from Microsoft, Tesla or Meta could push the ETF back into consolidation below its breakout threshold. Mega-Cap Earnings Could Decide the Tech Sector’s Next Big Move

Invesco QQQ Trading Up 0.3%

QQQ stock opened at $633.22 on Thursday. The company has a 50 day simple moving average of $618.32 and a 200 day simple moving average of $599.58. Invesco QQQ has a 1 year low of $402.39 and a 1 year high of $637.01.

Invesco QQQ Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were issued a dividend of $0.7941 per share. This represents a $3.18 annualized dividend 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.