Invesco QQQ $QQQ Shares Purchased by Falcon Wealth Planning

Falcon Wealth Planning grew its holdings in Invesco QQQ (NASDAQ:QQQ) by 2.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 99,823 shares of the exchange traded fund’s stock after purchasing an additional 2,416 shares during the quarter. Invesco QQQ comprises about 5.4% of Falcon Wealth Planning’s portfolio, making the stock its 4th biggest position. Falcon Wealth Planning’s holdings in Invesco QQQ were worth $59,931,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in QQQ. Kingstone Capital Partners Texas LLC lifted its stake in Invesco QQQ by 704,593.7% in the second quarter. Kingstone Capital Partners Texas LLC now owns 67,615,365 shares of the exchange traded fund’s stock valued at $37,299,340,000 after buying an additional 67,605,770 shares during the period. JPMorgan Chase & Co. grew its position in shares of Invesco QQQ by 42.4% during the 2nd quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock worth $2,700,424,000 after buying an additional 1,457,109 shares during the period. Northwestern Mutual Wealth Management Co. increased its stake in shares of Invesco QQQ by 0.7% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,223,327 shares of the exchange traded fund’s stock valued at $1,778,116,000 after acquiring an additional 22,220 shares in the last quarter. HRT Financial LP lifted its position in shares of Invesco QQQ by 118.3% during the 2nd quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock valued at $1,735,226,000 after acquiring an additional 1,704,600 shares during the period. Finally, Symphony Financial Ltd. Co. acquired a new position in shares of Invesco QQQ during the 2nd quarter valued at $1,236,482,000. Institutional investors 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: Shareholders approved converting QQQ to an open‑ended ETF and Invesco immediately cut QQQ’s expense ratio by about 10%, lowering ongoing costs for holders and improving QQQ’s competitiveness — a likely catalyst for inflows. Invesco cuts QQQ expense ratio by 10% after shareholders approve open-ended ETF conversion
• Positive Sentiment: Invesco’s broader “modernization” of QQQ (approved by investors) enables operational flexibility and a more standard ETF structure, which should make the fund more attractive to large institutional and retail buyers over time. Invesco QQQ Gets Green Light For Modernization
• Positive Sentiment: Softer-than-expected November inflation helped lift growth names and ETFs tied to the Nasdaq‑100 by increasing the odds of Fed rate cuts next year — a key macro driver behind the recent bounce in QQQ. QQQ ETF News, 12-19-2025
• Neutral Sentiment: QQQ remains above its 50‑day and 200‑day moving averages and close to its 52‑week high, indicating positive momentum, but that also raises the bar for additional upside without a fresh catalyst. (Context: recent market commentary and CPI reads.)
• Negative Sentiment: A technical bearish signal on the Nasdaq‑100 chart was flagged today, suggesting a possible short‑term pullback or consolidation risk for QQQ after this rally; traders should watch support levels and volume for clues. The Nasdaq-100 ETF just flashed a bearish chart signal. Here’s what happens next.

Invesco QQQ Stock Performance

NASDAQ:QQQ opened at $617.05 on Friday. Invesco QQQ has a 12 month low of $402.39 and a 12 month high of $637.01. The firm has a fifty day simple moving average of $614.14 and a two-hundred day simple moving average of $583.67.

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.