Jackson Wealth Management LLC Has $13.33 Million Stake in Invesco QQQ $QQQ

Jackson Wealth Management LLC lifted its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 5.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 21,703 shares of the exchange traded fund’s stock after buying an additional 1,091 shares during the period. Invesco QQQ comprises about 1.3% of Jackson Wealth Management LLC’s holdings, making the stock its 23rd largest position. Jackson Wealth Management LLC’s holdings in Invesco QQQ were worth $13,332,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Brighton Jones LLC grew its stake in shares of Invesco QQQ by 15.0% in the 4th quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock worth $19,605,000 after acquiring an additional 4,989 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Invesco QQQ by 3.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock valued at $2,687,000 after purchasing an additional 176 shares in the last quarter. Jupiter Wealth Management LLC bought a new position in shares of Invesco QQQ during the second quarter valued at about $290,000. Wealth Group Ltd. boosted its holdings in Invesco QQQ by 283.7% during the second quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund’s stock worth $13,587,000 after purchasing an additional 18,210 shares during the last quarter. Finally, Russell Investments Group Ltd. grew its position in Invesco QQQ by 37.9% in the 2nd quarter. Russell Investments Group Ltd. now owns 5,644 shares of the exchange traded fund’s stock worth $3,113,000 after purchasing an additional 1,551 shares in the last quarter. Institutional investors own 44.58% of the company’s stock.

Key Invesco QQQ News

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

• Positive Sentiment: Analysts argue the recent pullback in the S&P 500 looks like a healthy reset, supporting a risk-on stance that can benefit QQQ’s large-cap tech exposure. S&P 500 May Have Already Found Bottom
• Positive Sentiment: Market note: QQQ recorded a modest gain in the latest daily update, reflecting short-term resilience after recent volatility — a signal that buyers are nibbling at tech again. Invesco QQQ Trust ETF (QQQ) Daily Update, 4/3/2026?
• Neutral Sentiment: Nasdaq’s new index/IPO rule changes could alter listings dynamics over time; not an immediate QQQ catalyst but worth monitoring for potential future index composition shifts. New Nasdaq Index Rules Are a Gift for IPO Flippers. Here’s Why.
• Neutral Sentiment: Deeper reads on the March jobs report show payrolls were strong but participation/quality metrics lag — this nuance could temper how hawkish the Fed reaction is, making the impact on growth stocks ambiguous. March Jobs Report: Payroll Strength Offsets Weakness In Participation
• Negative Sentiment: Market-moving: a strong March NFP surprise pushed futures and bonds lower (higher yields), a classic headwind for QQQ’s long-duration tech names as higher rates pressure valuations. Massive March Jobs Beat: Stock Futures And Bonds Trade Lower On Good Friday
• Negative Sentiment: Commentary warns the recent QQQ rebound may be a “bull trap” amid macro uncertainty — investors should be cautious on size and watch flows/breadth for confirmation. QQQ stock rally may be a bull trap: what next for the Nasdaq 100 Index?
• Negative Sentiment: Geopolitical tensions and oil/ Hormuz risk are cited as drivers for renewed risk-off moves; such safe-haven shifts typically weigh on growth/tech-heavy ETFs like QQQ. Iran And Oil Spark An Explosive Month

Invesco QQQ Stock Performance

NASDAQ:QQQ opened at $584.98 on Friday. Invesco QQQ has a 52 week low of $402.39 and a 52 week high of $637.01. The firm has a 50-day moving average price of $602.08 and a two-hundred day moving average price of $609.29.

Invesco QQQ Cuts Dividend

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

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.