Invesco QQQ $QQQ Shares Sold by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC reduced its position in shares of Invesco QQQ (NASDAQ:QQQFree Report) by 0.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 155,392 shares of the exchange traded fund’s stock after selling 962 shares during the period. Invesco QQQ accounts for approximately 1.6% of Concurrent Investment Advisors LLC’s holdings, making the stock its 6th biggest position. Concurrent Investment Advisors LLC’s holdings in Invesco QQQ were worth $93,293,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in Invesco QQQ by 15.0% during the 4th quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock valued at $19,605,000 after purchasing an additional 4,989 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Invesco QQQ by 3.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock worth $2,687,000 after buying an additional 176 shares during the last quarter. Salem Investment Counselors Inc. boosted its position in shares of Invesco QQQ by 9.9% in the second quarter. Salem Investment Counselors Inc. now owns 6,448 shares of the exchange traded fund’s stock valued at $3,561,000 after acquiring an additional 581 shares during the period. O Connor Financial Group LLC grew its stake in shares of Invesco QQQ by 4.5% in the second quarter. O Connor Financial Group LLC now owns 17,962 shares of the exchange traded fund’s stock worth $9,991,000 after acquiring an additional 770 shares during the last quarter. Finally, Moulton Wealth Management Inc. grew its stake in shares of Invesco QQQ by 10.2% in the second quarter. Moulton Wealth Management Inc. now owns 1,672 shares of the exchange traded fund’s stock worth $930,000 after acquiring an additional 155 shares during the last quarter. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ Trading Up 0.1%

NASDAQ:QQQ opened at $627.17 on Tuesday. Invesco QQQ has a one year low of $402.39 and a one year high of $637.01. The company has a fifty day moving average price of $615.90 and a 200 day moving average price of $594.02.

Invesco QQQ Increases Dividend

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

Key Invesco QQQ News

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

  • Positive Sentiment: Multiple buy/recommendation pieces highlight QQQ as a core way to own tech and AI leaders, supporting demand for the ETF. 5 Simple ETFs to Buy With $1,000 and Hold for a Lifetime
  • Positive Sentiment: Market update shows QQQ gained about 1% on Friday, reflecting continued strength in major tech names that drive the fund. Invesco QQQ Trust ETF (QQQ) Daily Update, 1-12-2026
  • Positive Sentiment: Coverage questioning whether QQQ remains a buy after recent strength can attract fresh inflows from investors repositioning into proven growth/tech exposure. Invesco QQQ (NASDAQ:QQQ) Shares Up 1% – Still a Buy?
  • Positive Sentiment: Listicles and prospect pieces that include QQQ among ETFs that could outperform the S&P help surface the fund to retail allocators hunting tech/mega‑cap exposure. ETFs That Can Beat the S&P 500 in 2026
  • Neutral Sentiment: Reported short‑interest data shows zero shares and a 0.0 days‑to‑cover — likely a data anomaly; no clear short squeeze signal from the figures provided.
  • Neutral Sentiment: Macro previews (December CPI, tariffs) and market briefs are creating guarded positioning. A hot CPI print would be a near‑term risk for growth/long‑duration tech, but outcomes remain uncertain. The December CPI May Bring A Hot Surprise For Markets
  • Negative Sentiment: Several reports note a rotation into cyclical sectors; flows away from growth/tech toward cyclicals could weigh on QQQ if that trend accelerates. Investors Rotate Into Cyclical Sectors

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.

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

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