Captrust Financial Advisors Has $228.27 Million Position in Invesco QQQ $QQQ

Captrust Financial Advisors reduced its position in shares of Invesco QQQ (NASDAQ:QQQ) by 0.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 380,218 shares of the exchange traded fund’s stock after selling 874 shares during the period. Captrust Financial Advisors owned about 0.06% of Invesco QQQ worth $228,271,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Goodman Advisory Group LLC bought a new stake in Invesco QQQ during the 3rd quarter worth approximately $25,000. Shcp LLC acquired a new position in Invesco QQQ in the 3rd quarter valued at approximately $27,000. Navigoe LLC raised its stake in shares of Invesco QQQ by 300.0% during the third quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock valued at $36,000 after acquiring an additional 45 shares during the last quarter. Measured Wealth Private Client Group LLC bought a new position in shares of Invesco QQQ during the third quarter valued at $40,000. Finally, PayPay Securities Corp lifted its holdings in shares of Invesco QQQ by 78.9% during the third quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock worth $41,000 after purchasing an additional 30 shares during the period. Institutional investors and hedge funds own 44.58% of the company’s stock.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Technical momentum: Chart work suggests QQQ is approaching a key trendline that traders view as a buying opportunity, supporting near-term upside. Bullish Returns for QQQ as ETF Nears Key Trendline
• Positive Sentiment: AI thematic flows: Analysts and ETF guides are pointing investors to ETFs for AI exposure, which tends to benefit QQQ because of its heavy weighting in large-cap tech names. Use These ETFs for Buy-Worthy AI Stocks
• Positive Sentiment: Relative resilience in growth: Commentary highlights QQQ among large-cap growth ETFs that have held up better than the broader S&P 500 during the recent pullback, attracting buyers looking for growth exposure. While the S&P 500 Sells Off These 2 Growth ETFs Are Still Worth Buying
• Positive Sentiment: Sector-specific rallies (neocloud): Strong performance in cloud/AI infrastructure names has lifted pockets of the Nasdaq, providing positive carry to QQQ’s constituents. Neocloud Stocks Skyrocket: Why IREN, CoreWeave, and MARA Holdings Are Rallying
• Neutral Sentiment: Pre-market updates showed modest gains ahead of the session, reflecting incremental buying rather than a single catalyst. Invesco QQQ Trust ETF (QQQ) Daily Update, 3-17-2026
• Neutral Sentiment: ETF comparisons and fund flows commentary (VOO vs QQQ, VONG vs QQQ) are prompting some reallocation debates among investors, which can create incremental trading volume but not necessarily a directional driver. VOO or QQQ: Investor Says One ETF Looks Far More Attractive for 2026
• Negative Sentiment: Geopolitical risk: Coverage of the U.S.-Iran conflict and analyses of its implications for semiconductors raise concerns about supply disruptions and risk-off moves that could hurt tech-heavy QQQ. U.S.-Iran War: Hidden Risks For Semiconductors
• Negative Sentiment: Macro/volatility risks: Articles highlighting war-driven market behavior, rising VIX and rotation into value/defensives signal that a risk-off turn could pressure QQQ if investors flee growth. The War Timeline: Scenarios To Structure Your Portfolio
• Negative Sentiment: Policy and economic risk: Commentary on tariffs, private credit stress and recession risks could weigh on growth sentiment and reduce appetite for high-multiple tech exposure in QQQ. The Trump Administration’s Pivot To Section 301 Tariffs Could Sow Market Turmoil

Invesco QQQ Price Performance

Shares of Invesco QQQ stock opened at $603.31 on Wednesday. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01. The company’s fifty day moving average is $612.50 and its 200 day moving average is $609.33.

Invesco QQQ Increases Dividend

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

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.