Analyst IMS Investment Management Services Ltd. Lowers Stock Position in Invesco QQQ $QQQ

Analyst IMS Investment Management Services Ltd. reduced its position in Invesco QQQ (NASDAQ:QQQ) by 1.0% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,038,053 shares of the exchange traded fund’s stock after selling 10,614 shares during the period. Invesco QQQ accounts for approximately 19.4% of Analyst IMS Investment Management Services Ltd.’s investment portfolio, making the stock its 2nd largest holding. Analyst IMS Investment Management Services Ltd.’s holdings in Invesco QQQ were worth $623,216,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the company. Kingstone Capital Partners Texas LLC boosted its position 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 worth $37,299,340,000 after purchasing an additional 67,605,770 shares during the last quarter. JPMorgan Chase & Co. increased 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 valued at $2,700,424,000 after purchasing an additional 1,457,109 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted 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 worth $1,778,116,000 after purchasing an additional 22,220 shares during the period. HRT Financial LP lifted its stake in shares of Invesco QQQ by 118.3% in the 2nd quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock worth $1,735,226,000 after purchasing an additional 1,704,600 shares during the period. Finally, Symphony Financial Ltd. Co. purchased a new position in shares of Invesco QQQ in the second quarter worth approximately $1,236,482,000. Institutional investors own 44.58% of the company’s stock.

Key Invesco QQQ News

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

• Positive Sentiment: Analysts are upgrading the S&P 500 outlook for 2026 and expressing cautious optimism about the coming year, which supports risk assets including tech‑heavy QQQ. S&P 500 Outlook, 2026: Stay Alert But Optimistic (Rating Upgrade)
• Positive Sentiment: Macro and earnings forecasts that point to high single‑digit gains for major indexes in 2026 imply upside for growth/tech exposure embedded in QQQ. 2026 S&P 500 Outlook: Earnings Growth, Macro Are Supportive Of High Single‑Digit Gains
• Positive Sentiment: A dedicated 2026 market outlook highlights technology as a key area of strength, which is directly supportive for QQQ’s holdings. Market Outlook 2026: Technology, Precious Metals, And Commodities
• Neutral Sentiment: Weekly indicator data show a weak USD and strong commodities — typically favorable for risk assets but not a direct driver of QQQ flows; impact is mixed. Weekly Indicators: USD Very Weak, Commodities Very Strong, Withholding Tax Payments Rebound
• Neutral Sentiment: Macro positioning pieces discussing strategies for a high‑growth, high‑inflation environment may shift allocations but contain mixed signals for growth equity flows. How I’m Betting Big On A High‑Growth, High‑Inflation World
• Negative Sentiment: Pre‑market update showed QQQ down, reflecting immediate intraday selling pressure and risk‑off positioning. QQQ ETF Daily Update, 12/29/2025
• Negative Sentiment: Rising Japanese interest rates are flagged as a new source of global market risk, which can trigger cross‑asset volatility and pressure risk assets like QQQ. Rising Japanese Rates Are Creating New Risks For Global Markets
• Negative Sentiment: Some commentators warn of a volatile January and the risk of a bear market onset, which raises near‑term downside risk for high‑beta/tech‑heavy ETFs such as QQQ. Brace For Volatile January, And The Likely Beginning Of A Bear Market
• Neutral Sentiment: Short daily market briefs summarize mixed headlines; useful for context but less likely to move QQQ by themselves. The 1‑Minute Market Report, December 28, 2025

Invesco QQQ Stock Performance

Shares of NASDAQ QQQ opened at $620.87 on Tuesday. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01. The firm has a 50 day moving average of $616.44 and a 200 day moving average of $587.91.

Invesco QQQ Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd will be given a dividend of $0.7941 per share. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%. 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.

About Invesco QQQ

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.