Baer Investment Advisory LLC Increases Stake in Invesco QQQ $QQQ

Baer Investment Advisory LLC lifted its holdings in Invesco QQQ (NASDAQ:QQQ) by 445.6% during the third quarter, Holdings Channel reports. The institutional investor owned 1,877 shares of the exchange traded fund’s stock after purchasing an additional 1,533 shares during the quarter. Invesco QQQ comprises 1.0% of Baer Investment Advisory LLC’s investment portfolio, making the stock its 26th biggest holding. Baer Investment Advisory LLC’s holdings in Invesco QQQ were worth $1,127,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of QQQ. Fifth Third Securities Inc. grew its stake 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 worth $65,959,000 after purchasing an additional 2,822 shares in the last quarter. SK Wealth Management LLC bought a new position in Invesco QQQ during the third quarter worth $803,000. Great Point Wealth Advisors LLC acquired a new stake in shares of Invesco QQQ during the third quarter worth $507,000. BCGM Wealth Management LLC lifted its position in shares of Invesco QQQ by 13.6% in the 2nd quarter. BCGM Wealth Management LLC now owns 25,597 shares of the exchange traded fund’s stock worth $14,120,000 after buying an additional 3,066 shares during the last quarter. Finally, Prospect Financial Services LLC grew its position in shares of Invesco QQQ by 9.1% during 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 buying an additional 986 shares during the last quarter. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Invesco QQQ Stock Performance

Shares of QQQ opened at $621.26 on Friday. Invesco QQQ has a 12 month low of $402.39 and a 12 month high of $637.01. The stock has a fifty day moving average price of $616.40 and a 200 day moving average price of $595.76.

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 issued a $0.7941 dividend. This represents a $3.18 annualized dividend 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.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: Short-term catalyst — QQQ rose on 1/16 after strength in semiconductors (notably Taiwan Semiconductor) helped the Nasdaq-100 recover, supporting near-term demand for tech-heavy QQQ. Invesco QQQ Trust ETF (QQQ) Daily Update, 1/16/2026
• Positive Sentiment: Investor sentiment lift — AAII’s survey shows a jump in bullish sentiment, which can support flows into broad risk assets and ETFs like QQQ if optimism persists. AAII Sentiment Survey: Bullish Sentiment Jumps
• Positive Sentiment: Macro backdrop possibly supportive — some forecasts expect growth to surprise to the upside in 2026, which would favor growth/tech exposures that dominate QQQ. Economic Forecast 2026: Growth Will Defy Slowdown Fears
• Neutral Sentiment: Product competition — income/option-overlay Nasdaq products (e.g., QQQI, JEPQ) are attracting yield-focused investors; this could siphon some flows from plain QQQ but also appeal to different investor goals. 3 Elite ETFs for Compound-Focused Investors
• Neutral Sentiment: Rates/yield-curve uncertainty — analysis arguing the yield curve will surprise investors introduces dispersion in outcomes for growth stocks; impact on QQQ depends on how rates move. It’s The Yield Curve: Why 2026 Will Surprise Investors
• Negative Sentiment: Recent weakness — QQQ fell earlier in the week (1/15) amid pressure on large-cap tech, reflecting profit-taking and volatility that can push the ETF lower. Invesco QQQ Trust ETF (QQQ) Daily Update, 1/15/2026
• Negative Sentiment: Correction risk flagged — technical/market-strategy commentary warns a break in broad-market levels (SPY) could trigger a larger correction, which would hit QQQ hard given its concentration in mega-cap growth. This Bull Run Looks Tired: If SPY Breaks Below $685, A Big Correction May Be Next
• Negative Sentiment: Flow rotation — reports of money rotating out of big tech into small caps suggest a structural headwind for QQQ if the rotation accelerates. The Great Rotation: Money Flows Out Of Big Tech And Into Small Caps

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.