CCG Wealth Management LLC lifted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 68.0% during the 4th quarter, Holdings Channel.com reports. The fund owned 17,986 shares of the exchange traded fund’s stock after buying an additional 7,277 shares during the period. Invesco QQQ makes up 4.7% of CCG Wealth Management LLC’s holdings, making the stock its 5th largest holding. CCG Wealth Management LLC’s holdings in Invesco QQQ were worth $11,049,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors have also modified their holdings of the company. Well Done LLC boosted its stake in shares of Invesco QQQ by 0.5% during the 4th quarter. Well Done LLC now owns 3,439 shares of the exchange traded fund’s stock valued at $2,113,000 after buying an additional 16 shares during the period. Orgel Wealth Management LLC boosted its stake in shares of Invesco QQQ by 4.7% during the 3rd quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund’s stock valued at $229,000 after buying an additional 17 shares during the period. Enclave Advisors LLC boosted its stake in shares of Invesco QQQ by 0.9% during the 3rd quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund’s stock valued at $1,099,000 after buying an additional 17 shares during the period. IFS Advisors LLC boosted its stake in shares of Invesco QQQ by 4.1% during the 3rd quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund’s stock valued at $259,000 after buying an additional 17 shares during the period. Finally, Mezzasalma Advisors LLC boosted its stake in shares of Invesco QQQ by 0.5% during the 3rd quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund’s stock valued at $1,988,000 after buying an additional 17 shares during the period. Hedge funds and other 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: Technical breakout and momentum: Schaeffers highlights key breakout levels for QQQ that traders are watching, helping fuel the short-term risk-on move. 3 Key Levels to Watch as QQQ Breaks Out
- Positive Sentiment: Market commentary explains today’s surge in QQQ — analysts point to renewed buying in Nasdaq 100 names and flow dynamics as reasons QQQ is rising. Why Is Invesco QQQ Trust ETF (QQQ) Soaring Today, 4/8/2026?
- Positive Sentiment: AI supplier deals lift sector leadership: Broadcom’s large AI supply agreements with Google and Anthropic boosted semiconductor and infrastructure names that are significant holdings in QQQ, supporting the ETF’s gains. Broadcom Surges 6% as AI Deals With Google and Anthropic Supercharge Revenue Visibility
- Positive Sentiment: Buy-the-dip thesis resurfaces: A Seeking Alpha piece pitches QQQ’s recent pullback as a buying opportunity for quality growth names, which can attract allocation from value-seeking investors. QQQ: This Pullback Is A Buying Opportunity For Quality Growth
- Neutral Sentiment: Seasonal and flow factors may be boosting equities: Coverage notes April seasonality, tax-refund-related spending, and systematic flows that could support the S&P and Nasdaq in the near term. April Seasonality Signals 1.5% S&P 500 Gain As $20 Billion Flows Build
- Neutral Sentiment: Analysts expect “contained” volatility into an Iran ceasefire deadline, which markets are pricing as a limited-event risk for now — supportive if true, but still a watch item. Barclays analysts see “contained” volatility as Iran ceasefire deadline approaches
- Negative Sentiment: Geopolitical risk remains a downside: Several pieces highlight Iran-related tensions and the potential for renewed market stress, which have driven earlier pullbacks and could flip gains quickly. Iran Could Be The Tipping Point For The Consumer-Led Economy
- Negative Sentiment: Commodity/oil scares can pressure equities: Coverage describing recent oil-related panics underscores a risk that energy-driven shocks could sap risk appetite and reverse QQQ’s rally. Just Another Oil Panic
Invesco QQQ Price Performance
Invesco QQQ Cuts Dividend
The business also recently announced a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Monday, March 23rd were paid a dividend of $0.7328 per share. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.93 dividend on an annualized basis and a dividend yield of 0.5%.
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.
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