Evolution Wealth Management Inc. Trims Stake in Invesco QQQ $QQQ

Evolution Wealth Management Inc. cut its position in shares of Invesco QQQ (NASDAQ:QQQ) by 71.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 610 shares of the exchange traded fund’s stock after selling 1,519 shares during the period. Evolution Wealth Management Inc.’s holdings in Invesco QQQ were worth $366,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Fifth Third Securities Inc. raised its stake in Invesco QQQ by 2.6% in the 3rd quarter. Fifth Third Securities Inc. now owns 109,863 shares of the exchange traded fund’s stock valued at $65,959,000 after purchasing an additional 2,822 shares during the last quarter. SK Wealth Management LLC purchased a new stake in shares of Invesco QQQ during the third quarter worth $803,000. BCGM Wealth Management LLC raised its position in shares of Invesco QQQ by 13.6% in the second quarter. BCGM Wealth Management LLC now owns 25,597 shares of the exchange traded fund’s stock valued at $14,120,000 after buying an additional 3,066 shares during the last quarter. Prospect Financial Services LLC lifted its stake in shares of Invesco QQQ by 9.1% in the second quarter. Prospect Financial Services LLC now owns 11,765 shares of the exchange traded fund’s stock worth $6,490,000 after buying an additional 986 shares in the last quarter. Finally, Wisconsin Wealth Advisors LLC boosted its position in Invesco QQQ by 21.2% during the second quarter. Wisconsin Wealth Advisors LLC now owns 6,747 shares of the exchange traded fund’s stock worth $3,722,000 after acquiring an additional 1,179 shares during the last quarter. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ Stock Down 0.6%

Shares of NASDAQ QQQ opened at $620.47 on Friday. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01. The company has a 50-day moving average of $616.04 and a 200 day moving average of $592.06.

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. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69. The ex-dividend date was Monday, December 22nd.

More Invesco QQQ News

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

• Positive Sentiment: NVIDIA remains the dominant near-term catalyst for Nasdaq‑focused ETFs like QQQ — continued NVDA enthusiasm at CES supports demand for QQQ exposure. Nvidia Can Propel These ETFs
• Positive Sentiment: Western Digital’s inclusion in the Nasdaq‑100 reinforces QQQ’s AI/data‑center thesis by adding an AI‑storage beneficiary to the index composition. Western Digital’s Nasdaq-100 Entry Caps Its AI-Driven Comeback (QQQ)
• Positive Sentiment: Long‑term performance narratives continue to support buy‑and‑hold flows into QQQ; retrospectives showing strong multi‑decade returns bolster investor conviction. If You’d Invested $1,000 in the Invesco QQQ ETF 27 Years Ago, Here’s How Much You’d Have Today
• Neutral Sentiment: Daily ETF updates show only small recent moves in QQQ — short‑term trading has been mixed, indicating consolidation rather than a clear trend shift. QQQ ETF Daily Update, 1/8/2026
• Neutral Sentiment: New product launches (light‑leverage T² Lift ETFs tied to Nasdaq strategies) expand investor choices and could modestly reallocate flows away from core QQQ over time, but impact is uncertain. TappAlpha and Tuttle Capital Management Launch T² Lift™ Series
• Neutral Sentiment: Context pieces on index performance since 2000 provide framing for allocation decisions but are not immediate catalysts for QQQ flows. The S&P 500, Dow and Nasdaq Since 2000 Highs as of December 2025
• Negative Sentiment: Macro headlines: stronger services data complicates the Fed‑cut narrative, which can pressure growth/tech multiples and weigh on QQQ. Soaring U.S. Services Clouds The Fed Rate Cut Story
• Negative Sentiment: Market‑structure and valuation warnings (bubble/de‑risking commentary) are keeping some investors cautious about concentration risk in QQQ’s tech‑heavy lineup. You’ll Lose Again If You Keep Betting On A 2026 Bubble

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.