Ironwood Wealth Management LLC. Has $4.52 Million Stake in Invesco QQQ $QQQ

Ironwood Wealth Management LLC. decreased its holdings in Invesco QQQ (NASDAQ:QQQFree Report) by 14.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,522 shares of the exchange traded fund’s stock after selling 1,273 shares during the quarter. Ironwood Wealth Management LLC.’s holdings in Invesco QQQ were worth $4,516,000 as of its most recent SEC filing.

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

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 Stock Performance

NASDAQ:QQQ opened at $627.17 on Tuesday. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01. The stock’s fifty day simple moving average is $615.90 and its 200-day simple moving average is $594.02.

Invesco QQQ Increases Dividend

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

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.

Further Reading

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

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