SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Lowers Stock Position in Invesco QQQ $QQQ

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co lessened its position in shares of Invesco QQQ (NASDAQ:QQQ) by 28.5% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 5,004 shares of the exchange traded fund’s stock after selling 1,991 shares during the period. Invesco QQQ makes up approximately 2.2% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s portfolio, making the stock its 14th largest position. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings in Invesco QQQ were worth $3,134,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of QQQ. 1832 Asset Management L.P. increased its position in shares of Invesco QQQ by 100.0% in the second quarter. 1832 Asset Management L.P. now owns 2,115 shares of the exchange traded fund’s stock valued at $1,167,000 after buying an additional 40,999,982 shares in the last quarter. Symphony Financial Ltd. Co. purchased a new stake in Invesco QQQ in the 2nd quarter worth $1,236,482,000. HRT Financial LP raised its position in Invesco QQQ by 118.3% during the second quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock worth $1,735,226,000 after acquiring an additional 1,704,600 shares during the period. JPMorgan Chase & Co. raised its position in Invesco QQQ by 42.4% during the second quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock worth $2,700,424,000 after acquiring an additional 1,457,109 shares during the period. Finally, Kensington Asset Management LLC lifted its holdings in Invesco QQQ by 2,124.5% during the second quarter. Kensington Asset Management LLC now owns 366,881 shares of the exchange traded fund’s stock valued at $202,386,000 after purchasing an additional 350,388 shares in the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ News Roundup

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

• Positive Sentiment: Fed easing expectations could lift growth and tech stocks, a tailwind for QQQ as investors price in a softer policy path. Federal Reserve Watch: The Fed Turns The Corner
• Positive Sentiment: Bullish analyst pieces argue QQQ is technically and fundamentally set up for a breakout and is undervalued relative to rate-driven swings, encouraging buy-the-dip flows. QQQ Poised For A Breakout, JEPQ To Underperform
• Positive Sentiment: Pre-market/updating ETF coverage notes showed early strength in QQQ, which can attract short-term momentum buyers and ETF flows. Invesco QQQ Trust ETF (QQQ) Daily Update, 2-6-2026
• Neutral Sentiment: Commentary urging investors not to panic suggests current volatility could be a cleansing of speculative excess rather than a structural tech collapse — this can stabilize flows but doesn’t guarantee an immediate rebound. Don’t Panic As We Clear Speculative Excess In Crypto, Metals, And Tech
• Negative Sentiment: Reports that Alphabet ramped AI spending spooked investors and weighed on large-cap tech, a direct negative for QQQ because the ETF is heavily concentrated in mega-cap tech names. SPY, QQQ decline as US equities fall: Alphabet’s increased AI spending spooks investors
• Negative Sentiment: Market rotation into value and defensive sectors is gaining momentum, which pressures growth‑heavy ETFs like QQQ as money shifts to cyclicals, staples, and dividend names. S&P 500 And XLP: Rotation To Value Funds Just Started
• Negative Sentiment: Broader macro and sentiment concerns—AI hype unwind, layoffs, and recessionary warnings—are cited by several commentators as drivers of a risk-off tilt that can further depress QQQ if sustained. Recessionary Bear Market With The AI Bubble Burst

Invesco QQQ Price Performance

QQQ stock opened at $609.65 on Monday. Invesco QQQ has a 52 week low of $402.39 and a 52 week high of $637.01. The firm has a 50-day simple moving average of $619.69 and a 200-day simple moving average of $602.56.

Invesco QQQ Increases Dividend

The company also recently announced 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 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.

Invesco QQQ 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.