NWF Advisory Services Inc. Boosts Holdings in Invesco QQQ $QQQ

NWF Advisory Services Inc. grew its position in shares of Invesco QQQ (NASDAQ:QQQ) by 5.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,282 shares of the exchange traded fund’s stock after purchasing an additional 938 shares during the period. Invesco QQQ makes up 1.1% of NWF Advisory Services Inc.’s portfolio, making the stock its 23rd biggest holding. NWF Advisory Services Inc.’s holdings in Invesco QQQ were worth $10,376,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Brighton Jones LLC grew its position in Invesco QQQ by 15.0% in the fourth quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock worth $19,605,000 after acquiring an additional 4,989 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Invesco QQQ by 3.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock valued at $2,687,000 after acquiring an additional 176 shares during the period. Jupiter Wealth Management LLC bought a new position in Invesco QQQ during the 2nd quarter valued at approximately $290,000. Pasadena Private Wealth LLC raised its position in Invesco QQQ by 90.6% during the 2nd quarter. Pasadena Private Wealth LLC now owns 13,507 shares of the exchange traded fund’s stock valued at $7,451,000 after purchasing an additional 6,420 shares during the last quarter. Finally, Wealth Group Ltd. lifted its holdings in Invesco QQQ by 283.7% in the 2nd quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund’s stock worth $13,587,000 after buying an additional 18,210 shares during the period. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Invesco QQQ Price Performance

QQQ opened at $625.46 on Tuesday. The stock’s 50 day moving average price is $616.95 and its 200-day moving average price is $598.80. Invesco QQQ has a 52-week low of $402.39 and a 52-week high of $637.01.

Invesco QQQ Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were issued a $0.7941 dividend. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69. The ex-dividend date was Monday, December 22nd. This represents a $3.18 annualized dividend and a yield of 0.5%.

Invesco QQQ News Roundup

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

• Positive Sentiment: Investor reaction to an RBC upgrade of Invesco (IVZ) and commentary about a business-mix shift is supporting sentiment for Invesco-managed ETFs, which can lift demand for QQQ as investors favor large-cap growth exposure. Read More.
• Neutral Sentiment: ETF roundups recommending buy-and-hold ETF strategies can boost flows into benchmark funds; coverage that highlights broad ETF allocations may indirectly support QQQ if readers allocate to large-cap tech/growth ETFs. Read More.
• Neutral Sentiment: A corporate press release about Questcorp Mining’s advisory-board appointment is unrelated to the Invesco QQQ ETF and is unlikely to affect QQQ flows or price. Read More.
• Negative Sentiment: Analysis warning of a “defiantly hawkish pause” by the Fed raises the risk that higher-for-longer rates will weigh on high-multiple growth names concentrated in QQQ. Read More.
• Negative Sentiment: Articles flagging tightening liquidity and potential credit-quality issues (so-called “garbage loans”) increase downside risk for risk assets; tighter funding and credit stress are negatives for growth-oriented ETFs like QQQ. Read More. Read More.
• Negative Sentiment: Macro outlook pieces forecasting a flat 2026 or highlighting geopolitical/market risks (e.g., Japan-related vulnerabilities) imply limited upside for broad equity indices and could dampen QQQ performance if those risks materialize. Read More. Read More.

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.