Amplius Wealth Advisors LLC Has $26.55 Million Stake in Invesco QQQ $QQQ

Amplius Wealth Advisors LLC reduced its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 38.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 44,215 shares of the exchange traded fund’s stock after selling 27,345 shares during the quarter. Invesco QQQ comprises about 2.3% of Amplius Wealth Advisors LLC’s portfolio, making the stock its 13th biggest position. Amplius Wealth Advisors LLC’s holdings in Invesco QQQ were worth $26,545,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Morgan Dempsey Capital Management LLC acquired a new stake in shares of Invesco QQQ in the 2nd quarter valued at $30,000. Navigoe LLC boosted its holdings in Invesco QQQ by 300.0% in the third quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock valued at $36,000 after acquiring an additional 45 shares during the last quarter. Marshall & Sullivan Inc. WA acquired a new stake in Invesco QQQ in the second quarter worth about $41,000. PayPay Securities Corp increased its position in Invesco QQQ by 78.9% in the third quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock worth $41,000 after purchasing an additional 30 shares during the period. Finally, Moser Wealth Advisors LLC raised its holdings 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 worth $57,000 after purchasing an additional 93 shares during the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.

More Invesco QQQ News

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

• Positive Sentiment: Regulatory change that makes it easier for mutual fund complexes to offer ETF share classes could boost long‑term flows into large, liquid ETFs like QQQ if asset managers convert or expand ETF options. Read More.
• Positive Sentiment: Coverage naming Invesco QQQ a top growth‑index ETF to buy can attract retail/investor attention and inflows into QQQ as a convenient Nasdaq‑100 play. Read More.
• Positive Sentiment: Analysis suggesting the Fed is adding securities (or expanding support) implies continued liquidity tailwinds for risk assets and large-cap tech, which could support QQQ. Read More.
• Neutral Sentiment: Macro outlook pieces arguing for continued economic resilience or offering a range of 2026 market themes can sustain investor appetite for growth names, but they don’t change near‑term technical flow drivers. Read More.
• Neutral Sentiment: Market strategy/prediction articles highlight scenarios for January and themes (inflation/debasement, geopolitics) that could tilt sector leadership; useful for positioning but not immediate catalysts. Read More.
• Neutral Sentiment: Macro commentary on Fed/market dynamics frames structural risks and advantages for equity markets; helpful context for medium‑term allocations to QQQ. Read More.
• Negative Sentiment: Daily market snapshots and intraday coverage note QQQ and tech weakness (continued pullback), which is the immediate reason shares are trading down and may spur short‑term outflows. Read More.
• Negative Sentiment: End‑of‑year commentary pointing to a market finish without a Santa rally and warnings about structural economic/stock market tradeoffs increase caution among some investors, which can pressure QQQ near term. Read More.
• Negative Sentiment: Pieces highlighting economic distortions and investor fears underscore downside risk scenarios for cyclicality and growth stocks—relevant if sentiment or macro data disappoints. Read More.

Invesco QQQ Stock Performance

Invesco QQQ stock opened at $614.31 on Friday. Invesco QQQ has a 1 year low of $402.39 and a 1 year high of $637.01. The company’s 50-day moving average is $616.85 and its two-hundred day moving average is $588.92.

Invesco QQQ Increases Dividend

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

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.