Invesco QQQ $QQQ is Capital Advisors Wealth Management LLC’s 7th Largest Position

Capital Advisors Wealth Management LLC raised its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 8.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 45,909 shares of the exchange traded fund’s stock after acquiring an additional 3,740 shares during the period. Invesco QQQ makes up 3.9% of Capital Advisors Wealth Management LLC’s holdings, making the stock its 7th biggest holding. Capital Advisors Wealth Management LLC’s holdings in Invesco QQQ were worth $27,562,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Orgel Wealth Management LLC raised its position in Invesco QQQ by 4.7% in the third quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund’s stock valued at $229,000 after purchasing an additional 17 shares during the period. Enclave Advisors LLC grew its stake in shares of Invesco QQQ by 0.9% in the third quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund’s stock valued at $1,099,000 after buying an additional 17 shares in the last quarter. IFS Advisors LLC raised its holdings in shares of Invesco QQQ by 4.1% in the 3rd quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund’s stock valued at $259,000 after buying an additional 17 shares during the period. Compass Financial Services Inc lifted its stake in Invesco QQQ by 0.4% during the 1st quarter. Compass Financial Services Inc now owns 5,001 shares of the exchange traded fund’s stock worth $2,345,000 after acquiring an additional 19 shares in the last quarter. Finally, Beacon Financial Group boosted its holdings in Invesco QQQ by 1.2% during the 3rd quarter. Beacon Financial Group now owns 1,545 shares of the exchange traded fund’s stock valued at $927,000 after acquiring an additional 19 shares during the period. 44.58% of the stock is currently owned by institutional investors and hedge funds.

Key Invesco QQQ News

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 Stock Up 0.2%

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

Invesco QQQ Increases Dividend

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

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.