Custos Family Office LLC Decreases Stock Holdings in Invesco QQQ $QQQ

Custos Family Office LLC lessened its stake in Invesco QQQ (NASDAQ:QQQ) by 32.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 12,076 shares of the exchange traded fund’s stock after selling 5,724 shares during the quarter. Invesco QQQ makes up about 4.1% of Custos Family Office LLC’s portfolio, making the stock its 11th biggest holding. Custos Family Office LLC’s holdings in Invesco QQQ were worth $7,250,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in QQQ. Orgel Wealth Management LLC raised its position in shares of Invesco QQQ by 4.7% during the 3rd quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund’s stock worth $229,000 after purchasing an additional 17 shares during the last quarter. Enclave Advisors LLC increased its stake in Invesco QQQ by 0.9% during the 3rd quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund’s stock worth $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% during the third quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund’s stock valued at $259,000 after acquiring an additional 17 shares during the last quarter. Compass Financial Services Inc raised its holdings in shares of Invesco QQQ by 0.4% during the first quarter. Compass Financial Services Inc now owns 5,001 shares of the exchange traded fund’s stock valued at $2,345,000 after acquiring an additional 19 shares during the last quarter. Finally, Beacon Financial Group lifted its position in shares of Invesco QQQ by 1.2% in the third 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 in the last quarter. 44.58% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Invesco QQQ

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

• Positive Sentiment: Analysts and managers telling investors to load up on tech ETFs heading into 2026 — a tailwind for QQQ as it concentrates large-cap tech exposure. 3 Tech ETFs To Load Up on Before 2026
• Positive Sentiment: Several bullish pieces argue the tech rotation will resume and that 2026 could be a comeback year for big tech, supporting demand for QQQ’s mega-cap constituents. The Rotation Fear Won’t Last; Betting On Tech’s 2026 Comeback
• Neutral Sentiment: Daily ETF updates summarize recent modest gains/losses in QQQ and market breadth — useful for flow/context but not a single catalyst. QQQ ETF daily update, 12/26/2025
• Neutral Sentiment: TipRanks daily recap notes modest QQQ movement amid broader market strength — more informational than catalytic. QQQ ETF Daily Update, 12/25/2025
• Neutral Sentiment: Small institutional trimming: Dale Q. Rice Investment Management sold ~982 shares of QQQ (a 6.4% reduction of its tiny position) — not a major flow signal for a large ETF. Invesco QQQ $QQQ Shares Sold by Dale Q Rice Investment Management Ltd
• Negative Sentiment: Multiple Seeking Alpha pieces warn of P/E compression and broader repricing risks for the S&P 500/tech in 2026 — a direct headwind for QQQ’s growth‑heavy index if valuation multiples contract. 2026 S&P 500 Outlook: A Multiple Compression, In Spite Of Earnings Growth
• Negative Sentiment: Calls for a broad rotation to value and warnings that volatility‑selling (which boosted markets) may be ending could reduce the momentum premium that benefited QQQ this year. Forget Big Tech – I Think We’re Looking At A Big Rotation To Value Volatility Selling Is Driving The Market Higher And May Be About To End
• Negative Sentiment: Other macro/structural pieces highlight valuation risk and reasons to hedge into 2026 — suggesting caution for concentrated tech exposure like QQQ. SPY: Structural Risk To Valuation Requires Caution Or Hedges For 2026

Invesco QQQ Stock Down 0.0%

Shares of NASDAQ:QQQ opened at $623.89 on Friday. Invesco QQQ has a 1 year low of $402.39 and a 1 year high of $637.01. The business’s 50 day moving average price is $616.25 and its 200-day moving average price is $586.55.

Invesco QQQ Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd will be issued a dividend of $0.7941 per share. The ex-dividend date of this dividend is Monday, December 22nd. 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%.

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.