CCG Wealth Management LLC Grows Position in Invesco QQQ $QQQ

CCG Wealth Management LLC boosted its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 14.0% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 10,709 shares of the exchange traded fund’s stock after buying an additional 1,317 shares during the quarter. Invesco QQQ makes up approximately 3.0% of CCG Wealth Management LLC’s portfolio, making the stock its 7th largest holding. CCG Wealth Management LLC’s holdings in Invesco QQQ were worth $6,430,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the stock. Brighton Jones LLC increased its stake in shares of Invesco QQQ by 15.0% during the 4th quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock worth $19,605,000 after purchasing an additional 4,989 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in 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 valued at $2,687,000 after purchasing an additional 176 shares during the period. Jupiter Wealth Management LLC bought a new position in Invesco QQQ during the second quarter valued at $290,000. Pasadena Private Wealth LLC increased its position in Invesco QQQ by 90.6% in the second quarter. Pasadena Private Wealth LLC now owns 13,507 shares of the exchange traded fund’s stock worth $7,451,000 after buying an additional 6,420 shares during the last quarter. Finally, Wealth Group Ltd. raised its stake in shares of Invesco QQQ by 283.7% in the second quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund’s stock valued at $13,587,000 after buying an additional 18,210 shares during the period. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ Trading Up 0.4%

QQQ stock opened at $625.46 on Tuesday. Invesco QQQ has a fifty-two week low of $402.39 and a fifty-two week high of $637.01. The stock has a fifty day moving average of $616.95 and a 200-day moving average of $598.80.

Invesco QQQ Increases Dividend

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

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Investor reaction to an RBC upgrade of Invesco (IVZ) and commentary about a business-mix shift is supporting sentiment for Invesco-managed ETFs, which can lift demand for QQQ as investors favor large-cap growth exposure. Read More.
• Neutral Sentiment: ETF roundups recommending buy-and-hold ETF strategies can boost flows into benchmark funds; coverage that highlights broad ETF allocations may indirectly support QQQ if readers allocate to large-cap tech/growth ETFs. Read More.
• Neutral Sentiment: A corporate press release about Questcorp Mining’s advisory-board appointment is unrelated to the Invesco QQQ ETF and is unlikely to affect QQQ flows or price. Read More.
• Negative Sentiment: Analysis warning of a “defiantly hawkish pause” by the Fed raises the risk that higher-for-longer rates will weigh on high-multiple growth names concentrated in QQQ. Read More.
• Negative Sentiment: Articles flagging tightening liquidity and potential credit-quality issues (so-called “garbage loans”) increase downside risk for risk assets; tighter funding and credit stress are negatives for growth-oriented ETFs like QQQ. Read More. Read More.
• Negative Sentiment: Macro outlook pieces forecasting a flat 2026 or highlighting geopolitical/market risks (e.g., Japan-related vulnerabilities) imply limited upside for broad equity indices and could dampen QQQ performance if those risks materialize. Read More. Read More.

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.