Capital Advisors Inc. OK cut its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 39.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,219 shares of the exchange traded fund’s stock after selling 9,741 shares during the period. Capital Advisors Inc. OK’s holdings in Invesco QQQ were worth $9,349,000 at the end of the most recent quarter.
A number of other institutional investors also recently made changes to their positions in the company. Goodman Advisory Group LLC acquired 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 $27,000. Navigoe LLC increased its position in Invesco QQQ by 300.0% during the 3rd quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock worth $36,000 after buying an additional 45 shares during the period. Measured Wealth Private Client Group LLC bought a new position in Invesco QQQ during the 3rd quarter worth $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 buying an additional 30 shares in the last quarter. Institutional investors own 44.58% of the company’s stock.
Invesco QQQ Trading Up 1.2%
Shares of Invesco QQQ stock opened at $584.31 on Thursday. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01. The company has a 50-day simple moving average of $603.55 and a two-hundred day simple moving average of $609.38.
Invesco QQQ Cuts Dividend
Invesco QQQ News Summary
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Broad-market ETFs and equity futures rallied on hopes of de‑escalation in Iran, which helped lift major tech‑heavy ETFs including QQQ and supported a risk-on move across index funds. Exchange-Traded Funds, Equity Futures Gain Pre-Bell Wednesday as Iran War De-Escalation Hopes Drive Sentiment
- Positive Sentiment: Longer-term bulls point to the Nasdaq‑100’s historical five‑year outperformance and QQQ’s heavy AI/tech exposure as reasons QQQ could outperform over a multi‑year horizon. This supports buy‑and‑hold demand despite near‑term swings. Buy This Nasdaq Index Fund. History Says It Could Soar More Than 100% in 5 Years.
- Positive Sentiment: Recent 12‑month performance context: QQQ has delivered strong trailing returns versus many ETFs, keeping it on investors’ radars as a core growth vehicle. The Vanguard ETF Up About 28% in the Past Year That Almost Nobody Outside of Income Investors Knows
- Neutral Sentiment: Unusual options flow and institutional activity in QQQ suggest traders are positioning for a large move; that can amplify volatility and produce outsized intraday swings in either direction. Monitor options skew and open interest. One Member Turned Volatility Into 536% in a Day… Here’s How We Spot the Next Market Meltdown Winner
- Negative Sentiment: Macro and geopolitical downside risks persist: several market commentaries warn that relief rallies may be fragile and that renewed Iran‑related tensions could reverse the recent bounce, pressuring tech‑heavy QQQ. Sell The Rally – There Is No Easy Way Out Of Iran War
- Negative Sentiment: Economic signals — cooler jobs data and labor‑market caution — raise the risk that growth stocks could underperform if confidence and earnings momentum weaken. Those readings are a headwind for QQQ. Layoffs Closer To Drought Than Deluge: What 3 Sources Show About Jobs
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.
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