Cwm LLC Increases Position in Invesco QQQ $QQQ

Cwm LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ) by 1.4% during the 3rd quarter, Holdings Channel reports. The firm owned 532,105 shares of the exchange traded fund’s stock after acquiring an additional 7,156 shares during the period. Invesco QQQ comprises 1.0% of Cwm LLC’s investment portfolio, making the stock its 17th biggest position. Cwm LLC’s holdings in Invesco QQQ were worth $319,460,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of QQQ. Morgan Dempsey Capital Management LLC bought a new stake in Invesco QQQ during the second quarter valued at about $30,000. Navigoe LLC boosted its stake in shares of Invesco QQQ by 300.0% in 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 during the period. Marshall & Sullivan Inc. WA purchased a new stake in shares of Invesco QQQ during the second quarter worth about $41,000. Moser Wealth Advisors LLC raised its stake in Invesco QQQ by 930.0% during 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 during the period. Finally, Canoe Financial LP purchased a new position in Invesco QQQ in the 3rd quarter worth approximately $64,000. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Invesco QQQ Stock Performance

QQQ stock opened at $623.20 on Friday. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01. The business has a 50 day simple moving average of $615.85 and a two-hundred day simple moving average of $585.90.

Invesco QQQ Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, December 31st. Investors of record on Monday, December 22nd will be given a dividend of $0.7941 per share. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.69. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Monday, December 22nd.

Invesco QQQ News Summary

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

• Positive Sentiment: Technical and momentum setup is supportive — QQQ is trading near its 12‑month high, the 50‑day moving average sits above the 200‑day average, which points to continued bullish momentum and may attract trend-following flows.
• Positive Sentiment: Broad tech strength lifted the Nasdaq 100, helping QQQ gains in recent sessions — TipRanks reports the ETF gained on Dec. 25 as large-cap tech led the advance, a direct driver for QQQ performance. QQQ ETF Daily Update, 12/25/2025
• Positive Sentiment: U.S. economic growth commentary supports risk assets — analysis noting the U.S. economy is doing well provides a favorable backdrop for growth-oriented, tech-heavy exposures like QQQ. Economic Growth In The U.S.: Doing Well
• Neutral Sentiment: Small institutional trimming — Dale Q. Rice Investment Management reduced its QQQ stake by roughly 6.4% (about 982 shares). The position size appears small relative to ETF float, so impact on price/flows is likely limited. Invesco QQQ $QQQ Shares Sold by Dale Q Rice Investment Management Ltd
• Neutral Sentiment: Short-interest data appears unreliable — a reported “significant increase” shows zero shares/NaN figures, indicating a data error; no clear evidence of elevated short pressure to influence QQQ today.
• Negative Sentiment: Macro and valuation risk could increase volatility — several market commentaries (valuation optimism vs. analysts, warnings about future market stress) highlight risks that could curb investor appetite for growth/tech and lead to periodic selloffs in QQQ. See analysis on valuation mismatch and market outlook. 2026 Market Outlook: Investors Valuation Expectations Are Far More Optimistic Than Analysts Ray Dalio’s Warning: We’re Heading For Challenging Times By 2029

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.