Calton & Associates Inc. Raises Stake in Invesco QQQ $QQQ

Calton & Associates Inc. boosted its stake in Invesco QQQ (NASDAQ:QQQ) by 1.5% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 58,764 shares of the exchange traded fund’s stock after buying an additional 892 shares during the period. Invesco QQQ makes up 5.3% of Calton & Associates Inc.’s portfolio, making the stock its largest holding. Calton & Associates Inc.’s holdings in Invesco QQQ were worth $35,280,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of QQQ. Brighton Jones LLC increased its stake in shares of Invesco QQQ by 15.0% during the fourth 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 period. Revolve Wealth Partners LLC increased its position in Invesco QQQ by 3.5% during the 4th 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 period. Jupiter Wealth Management LLC acquired a new stake in shares of Invesco QQQ during the second quarter worth $290,000. Pasadena Private Wealth LLC boosted its position in shares of 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 valued at $7,451,000 after acquiring an additional 6,420 shares during the period. Finally, Wealth Group Ltd. grew 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 acquiring an additional 18,210 shares in the last quarter. 44.58% of the stock is owned by institutional investors.

Key Invesco QQQ News

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

• Positive Sentiment: AI and chip optimism supports QQQ because the ETF has heavy exposure to large-cap tech and semiconductor names that benefit from AI demand. This bullish view can sustain inflows into the fund. Believe It: Chip Stocks Aren’t as Expensive as Investors Think
• Positive Sentiment: Analysis arguing historical performance around Nasdaq highs suggests long-term buyers may still favor QQQ, supporting continued demand for the ETF. Should You Buy the Invesco QQQ ETF With the Nasdaq Near a Record High? Here’s What History Says.
• Positive Sentiment: Market updates showing QQQ strength in pre-market trading add short-term momentum and can attract technical buyers. Invesco QQQ Trust ETF (QQQ) Daily Update, 2/12/2026
• Neutral Sentiment: Multiple short-interest entries show reported “0 shares” and NaN changes — this appears to be a data/reporting anomaly and is unlikely to meaningfully affect QQQ flows or sentiment. (Days-to-cover reported as 0.0 based on average volume.)
• Negative Sentiment: Warnings about an AI-driven tech bubble and which names could fail introduce downside risk to richly valued large-cap tech holdings in QQQ; such narratives can trigger profit-taking or rotation. AI Bubble, Tech Funeral? Who Will Fail And Who Will Double Down?
• Negative Sentiment: Macro headlines (hawkish NFP / stronger jobs) can lift yields and pressure growth/large-cap tech relative to cyclicals, creating a downside catalyst for QQQ in the near term. Dow Jones And U.S. Index Outlook: Hawkish NFP Sends Stocks Lower
• Negative Sentiment: Broader market warning pieces and technical/cycle caution (e.g., “market overdue for sharp correction”) increase tail-risk and could prompt de-risking out of QQQ if sentiment deteriorates. 3 Warning Signs The Stock Market Is Overdue For A Sharp Correction

Invesco QQQ Stock Up 0.2%

NASDAQ:QQQ opened at $601.92 on Friday. Invesco QQQ has a 52 week low of $402.39 and a 52 week high of $637.01. The firm’s 50-day simple moving average is $618.30 and its 200 day simple moving average is $603.76.

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 issued a dividend of $0.7941 per share. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69. This represents a $3.18 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, December 22nd.

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.