Capital Wealth Planning LLC Purchases 1,417 Shares of Invesco QQQ $QQQ

Capital Wealth Planning LLC lifted its position in Invesco QQQ (NASDAQ:QQQ) by 22.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 7,720 shares of the exchange traded fund’s stock after purchasing an additional 1,417 shares during the quarter. Capital Wealth Planning LLC’s holdings in Invesco QQQ were worth $4,742,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in QQQ. Brighton Jones LLC grew its holdings 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 purchasing an additional 4,989 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of 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 stake in shares of Invesco QQQ in the 2nd quarter worth about $290,000. Wealth Group Ltd. grew its holdings in shares of Invesco QQQ by 283.7% in the 2nd 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, Invesco Ltd. grew its holdings in shares of Invesco QQQ by 1,057.3% in the 2nd quarter. Invesco Ltd. now owns 33,063 shares of the exchange traded fund’s stock worth $18,239,000 after purchasing an additional 30,206 shares during the last quarter. Institutional investors own 44.58% of the company’s stock.

Trending Headlines about Invesco QQQ

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

• Positive Sentiment: Some market commentary argues the U.S. economy remains resilient and Q2 growth may be accelerating, which supports earnings expectations for large-cap tech holdings. Nowcast Data Suggest U.S. Growth Is Accelerating In Q2
• Positive Sentiment: Several pieces note that the Nasdaq-100 can offer more upside than the S&P 500, reinforcing the long-term appeal of QQQ’s growth-heavy exposure. Should You Invest in the S&P 500 or the Nasdaq-100 Right Now?
• Neutral Sentiment: Articles comparing QQQ with QQQM and VGT are mostly educational, but they keep attention on valuation, index structure, and whether investors prefer a pure tech fund or broader Nasdaq exposure. QQQ vs. QQQM: Same Index, So Which One Should You Actually Buy?
• Neutral Sentiment: Coverage of the SpaceX IPO and possible future Nasdaq-100 inclusion is more of a medium-term index consideration than an immediate driver for QQQ. SpaceX Could Join the Nasdaq-100 Very Soon. Should You Buy the Invesco QQQ Trust Today?
• Negative Sentiment: Hot CPI/inflation headlines are the most relevant near-term drag, since stickier inflation could delay Fed easing and pressure the long-duration tech names that dominate QQQ. CPI Inflation Rate +4.2%: Hottest in 3 Years
• Negative Sentiment: Broader market commentary about a possible market top and stock-market breakdown adds to caution around risk assets, including QQQ. 7 Signs Markets Are Near A Top

Invesco QQQ Stock Down 2.0%

QQQ opened at $693.69 on Thursday. Invesco QQQ has a twelve month low of $523.65 and a twelve month high of $748.65. The firm’s 50-day simple moving average is $675.37 and its 200-day simple moving average is $633.67.

Invesco QQQ Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Monday, March 23rd were issued 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 yield of 0.4%.

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.