Lake Street Private Wealth LLC Has $24.43 Million Stock Holdings in Invesco QQQ $QQQ

Lake Street Private Wealth LLC lifted its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 2.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 39,764 shares of the exchange traded fund’s stock after acquiring an additional 964 shares during the quarter. Invesco QQQ makes up 3.0% of Lake Street Private Wealth LLC’s investment portfolio, making the stock its 5th biggest holding. Lake Street Private Wealth LLC’s holdings in Invesco QQQ were worth $24,428,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of QQQ. Permanent Capital Management LP increased its holdings in Invesco QQQ by 4.3% in the fourth quarter. Permanent Capital Management LP now owns 2,173 shares of the exchange traded fund’s stock valued at $1,335,000 after purchasing an additional 90 shares during the period. Cahaba Wealth Management Inc. lifted its holdings in Invesco QQQ by 32.1% during the 4th quarter. Cahaba Wealth Management Inc. now owns 2,537 shares of the exchange traded fund’s stock worth $1,559,000 after buying an additional 616 shares during the period. Sandbox Financial Partners LLC lifted its holdings in Invesco QQQ by 5.0% during the 4th quarter. Sandbox Financial Partners LLC now owns 15,318 shares of the exchange traded fund’s stock worth $9,410,000 after buying an additional 733 shares during the period. Procyon Advisors LLC grew its position in shares of Invesco QQQ by 293.4% in the 4th quarter. Procyon Advisors LLC now owns 23,657 shares of the exchange traded fund’s stock valued at $14,533,000 after buying an additional 17,643 shares during the last quarter. Finally, Parisi Gray Wealth Management grew its position in shares of Invesco QQQ by 0.5% in the 4th quarter. Parisi Gray Wealth Management now owns 41,768 shares of the exchange traded fund’s stock valued at $25,658,000 after buying an additional 224 shares during the last quarter. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ Price Performance

Shares of QQQ stock opened at $582.06 on Monday. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01. The stock has a 50-day moving average of $610.46 and a 200-day moving average of $609.78.

Invesco QQQ Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Monday, March 23rd will be issued a $0.7328 dividend. The ex-dividend date is Monday, March 23rd. This represents a $2.93 annualized dividend and a yield of 0.5%.

Invesco QQQ News Summary

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

• Positive Sentiment: Major outlets are pitching growth ETFs including QQQ as the preferred place to be vs. yield-chasing strategies, which could attract inflows and provide support for the fund. Forget Yield Chasing Right Now and Buy These Growth ETFs Instead
• Positive Sentiment: Surveys and some economists continue to downplay an immediate recession, which, if markets hold that view, would be relatively supportive for tech-heavy QQQ over time. Economists: Recession Not Highly Probable
• Neutral Sentiment: Institutional options flow and a recent note flagged accumulation of QQQ-related options — this signals heavy positioning and higher volatility potential (can amplify moves both ways). One Member Turned Volatility Into 536% in a Day… Here’s How We Spot the Next Market Meltdown Winner
• Neutral Sentiment: Daily ETF updates show QQQ was already trading weaker in pre-market commentary, reflecting the overnight headlines feeding into today’s move. Invesco QQQ Trust ETF (QQQ) Daily Update, 3-20-2026
• Negative Sentiment: Fed messaging and the latest dot-plot/tone suggest fewer/ later rate cuts and a “higher for longer” outlook — a headwind for growth/PE-sensitive names that dominate QQQ. March FOMC: The Fed’s Rate Path Barely Changed, But Its Tone Did
• Negative Sentiment: Hot producer-price inflation readings add to Fed tightening concerns, pressuring multiple risk assets including QQQ’s tech-heavy holdings. Producer Price Index: Wholesale Inflation Up 0.7% In February
• Negative Sentiment: Geopolitical tensions around the Strait of Hormuz and rising oil/energy risk are boosting commodity-driven repricing and stagflation fears — a rotation away from growth stocks that hurts QQQ. The Market Has Been Too Complacent About The Strait of Hormuz
• Negative Sentiment: Specific tech-related headlines are weighing on the Nasdaq: prosecutors charged a Super Micro Computer co-founder in an AI-chip smuggling probe, which pressured the Nasdaq and pulled QQQ lower in sympathy. The Nasdaq Sinks As Super Micro AI Chip Smuggling to China Takes Center Stage | SMCI IXIC
• Negative Sentiment: Broader technical cracks (S&P breaking its 200-day moving average) and growing market pessimism increase the chance of further downside for Nasdaq-led ETFs like QQQ. The S&P 500 Breaks Its 200-Day Moving Average

About Invesco QQQ

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.