Invesco QQQ $QQQ Shares Purchased by Chesley Taft & Associates LLC

Chesley Taft & Associates LLC raised its stake in Invesco QQQ (NASDAQ:QQQ) by 83.4% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 2,735 shares of the exchange traded fund’s stock after buying an additional 1,244 shares during the quarter. Chesley Taft & Associates LLC’s holdings in Invesco QQQ were worth $1,680,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of QQQ. Brighton Jones LLC lifted its position in Invesco QQQ by 15.0% in the 4th quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock valued at $19,605,000 after purchasing an additional 4,989 shares during the last quarter. Revolve Wealth Partners LLC grew its position in Invesco QQQ by 3.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock worth $2,687,000 after purchasing an additional 176 shares during the last quarter. Jupiter Wealth Management LLC bought a new position in Invesco QQQ in the 2nd quarter worth about $290,000. Wealth Group Ltd. increased 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 purchasing an additional 18,210 shares during the period. Finally, Russell Investments Group Ltd. increased its stake in shares of Invesco QQQ by 37.9% in the second quarter. Russell Investments Group Ltd. now owns 5,644 shares of the exchange traded fund’s stock valued at $3,113,000 after purchasing an additional 1,551 shares during the period. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Price Performance

QQQ opened at $562.58 on Monday. The business’s 50 day moving average is $606.07 and its 200-day moving average is $609.81. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01.

Invesco QQQ Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Monday, March 23rd were given a $0.7328 dividend. This represents a $2.93 annualized dividend and a yield of 0.5%. The ex-dividend date was Monday, March 23rd.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Hyperscaler and AI optimism supports large-cap tech names that dominate QQQ, providing a demand tailwind for the ETF. Hyperscalers Are Bullish on AI’s Future
• Neutral Sentiment: Global X launched the NYSE 100 ETF (NYSX), giving investors another large‑cap tech alternative to QQQ; could modestly affect flows over time but not an immediate disruption. Tech Growth Reimagined: Inside Global X’s Launch of NYSX
• Neutral Sentiment: Coverage and analyst pieces continue to highlight QQQ as a core way to get Nasdaq‑100 exposure; that keeps it on investor radars even amid volatility. Should Invesco QQQ (QQQ) Be on Your Investing Radar?
• Neutral Sentiment: Short-term trading ideas (options) tied to Invesco corporate moves have surfaced, which can increase volume and volatility in QQQ but are not a directional guarantee. Use options to play a potential Invesco runup after Janus Henderson deal
• Negative Sentiment: Rising oil prices and renewed Iran‑related geopolitical risk are prompting risk‑off moves that pressure growth/tech‑heavy ETFs like QQQ. Oil Prices Rise +80% Since December – When Will It End?
• Negative Sentiment: Broad ETF selling and midday weakness in US equities pulled major ETFs lower, contributing to downward pressure on QQQ. Exchange-Traded Funds Fall as US Equities Decline After Midday
• Negative Sentiment: Invesco’s launch of an equal‑weight QQQ product (QEW) and other new ETF entrants could reallocate flows away from cap‑weighted QQQ over time. A New ETF Right for These Times

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.