Invesco QQQ $QQQ Shares Bought by Base Wealth Management LLC

Base Wealth Management LLC increased its stake in Invesco QQQ (NASDAQ:QQQ) by 7.8% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,904 shares of the exchange traded fund’s stock after acquiring an additional 1,223 shares during the quarter. Invesco QQQ accounts for approximately 5.8% of Base Wealth Management LLC’s portfolio, making the stock its 7th largest position. Base Wealth Management LLC’s holdings in Invesco QQQ were worth $10,148,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Sivia Capital Partners LLC boosted its position in shares of Invesco QQQ by 3.0% during the 3rd quarter. Sivia Capital Partners LLC now owns 1,807 shares of the exchange traded fund’s stock worth $1,085,000 after purchasing an additional 53 shares in the last quarter. Weaver Capital Management LLC raised its stake in Invesco QQQ by 12.2% during the 3rd quarter. Weaver Capital Management LLC now owns 598 shares of the exchange traded fund’s stock worth $359,000 after buying an additional 65 shares during the period. TRB Advisors LP bought a new position in Invesco QQQ in the third quarter worth approximately $18,011,000. Clark Asset Management LLC boosted its holdings in Invesco QQQ by 29.6% in the third quarter. Clark Asset Management LLC now owns 10,863 shares of the exchange traded fund’s stock worth $6,522,000 after acquiring an additional 2,479 shares in the last quarter. Finally, YANKCOM Partnership grew its stake in Invesco QQQ by 8.3% in the third quarter. YANKCOM Partnership now owns 650 shares of the exchange traded fund’s stock valued at $390,000 after acquiring an additional 50 shares during the period. 44.58% of the stock is owned by institutional investors.

Invesco QQQ Stock Down 0.5%

Shares of NASDAQ:QQQ opened at $620.87 on Tuesday. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01. The stock’s 50 day moving average is $616.44 and its 200-day moving average is $587.91.

Invesco QQQ Increases Dividend

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

Invesco QQQ News Summary

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

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.