Invesco QQQ $QQQ Shares Bought by Chokshi & Queen Wealth Advisors Inc

Chokshi & Queen Wealth Advisors Inc lifted its position in shares of Invesco QQQ (NASDAQ:QQQFree Report) by 1.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 60,722 shares of the exchange traded fund’s stock after acquiring an additional 802 shares during the quarter. Invesco QQQ makes up about 19.3% of Chokshi & Queen Wealth Advisors Inc’s investment portfolio, making the stock its 2nd largest position. Chokshi & Queen Wealth Advisors Inc’s holdings in Invesco QQQ were worth $36,456,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Morgan Dempsey Capital Management LLC bought a new stake in Invesco QQQ during the 2nd quarter worth about $30,000. Navigoe LLC boosted its stake in shares of Invesco QQQ by 300.0% in the 3rd quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock valued at $36,000 after purchasing an additional 45 shares during the last quarter. Marshall & Sullivan Inc. WA acquired a new stake in shares of Invesco QQQ during the 2nd quarter worth approximately $41,000. PayPay Securities Corp raised its stake in shares of Invesco QQQ by 78.9% during the third quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock worth $41,000 after buying an additional 30 shares during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC bought a new stake in shares of Invesco QQQ during the third quarter worth approximately $42,000. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Stock Up 0.1%

Shares of QQQ stock opened at $624.19 on Thursday. Invesco QQQ has a 52-week low of $402.39 and a 52-week high of $637.01. The firm’s 50 day moving average price is $616.15 and its two-hundred day moving average price is $591.86.

Invesco QQQ Increases Dividend

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

Invesco QQQ News Summary

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

  • Positive Sentiment: AI-driven upside and historical Nasdaq outperformance support QQQ’s rally; commentary suggests the Nasdaq‑100 typically outperforms peers and benefits from tech leadership, which underpins QQQ demand. Should You Buy the Invesco QQQ ETF
  • Positive Sentiment: Index composition change: Western Digital’s entry into the Nasdaq‑100 validates its AI/data‑center pivot and can create rebalancing/ETF buying flows that benefit QQQ. Western Digital’s Nasdaq-100 Entry
  • Positive Sentiment: New product launches (light‑leverage Nasdaq‑100 ETFs) may broaden investor demand for Nasdaq exposure and siphon incremental assets toward Nasdaq strategies. T² Lift Series Launch
  • Neutral Sentiment: Daily ETF wrap: market note showing recent gains for QQQ supports momentum but is descriptive rather than catalytic. QQQ ETF Daily Update
  • Neutral Sentiment: Macro and market outlook pieces (predictions and analyst roundups) offer context for positioning but don’t singlehandedly move flows into/out of QQQ. Macro Insights: 2026 Market Outlook
  • Negative Sentiment: Soaring U.S. services activity clouds the Fed‑cut narrative; stronger services data raises the risk that rate cuts are delayed, a headwind for long‑duration tech growth stocks in QQQ. Soaring U.S. Services Clouds The Fed Rate Cut Story
  • Negative Sentiment: Labor‑market deterioration in blue‑collar jobs and broader economic risks (tariffs/geopolitical headlines) increase recession/volatility concerns that could weigh on risk assets including QQQ. Blue-Collar Jobs Are Hurting Trump Tariffs Didn’t Crash Markets
  • Negative Sentiment: Potential legal/systemic risks highlighted by a large Supreme Court case could pose headline risk for large-cap tech and index performance if outcomes affect major constituents. $133 Billion At Risk

Invesco QQQ Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for Invesco QQQ (NASDAQ:QQQ)

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