Invesco QQQ $QQQ Shares Acquired by Corient Private Wealth LLC

Corient Private Wealth LLC increased its position in Invesco QQQ (NASDAQ:QQQ) by 3,567.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 21,436,917 shares of the exchange traded fund’s stock after purchasing an additional 20,852,432 shares during the quarter. Invesco QQQ makes up 6.9% of Corient Private Wealth LLC’s portfolio, making the stock its 2nd largest holding. Corient Private Wealth LLC owned approximately 3.28% of Invesco QQQ worth $13,168,912,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Goodman Advisory Group LLC acquired a new position in shares of Invesco QQQ in the 3rd quarter valued at $25,000. University of Texas Texas AM Investment Management Co. acquired a new stake in shares of Invesco QQQ during the 4th quarter valued at about $25,000. Shcp LLC bought a new stake in Invesco QQQ in the third quarter valued at about $27,000. Annis Gardner Whiting Capital Advisors LLC raised its position in Invesco QQQ by 2,150.0% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock worth $28,000 after purchasing an additional 43 shares in the last quarter. Finally, Rachor Investment Advisory Services LLC acquired a new position in Invesco QQQ in the fourth quarter worth about $29,000. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ News Roundup

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

• Positive Sentiment: Broad U.S. equity ETFs were higher or stable in intraday trading, suggesting some support for risk assets and large-cap growth exposure. Exchange-Traded Funds, US Equities Higher After Midday
• Positive Sentiment: Market discussion around semiconductors and AI remains a potential tailwind for QQQ because those sectors are key index holdings. Semiconductor Stocks May Be Creating A Stock Market Misalignment
• Neutral Sentiment: ETFs saw unusual volume and investors are watching flows, but the article does not point to a clear QQQ-specific catalyst. 2 ETFs to Watch for Outsized Volume on US Treasury & Dividend
• Neutral Sentiment: Some commentary continues to debate QQQ’s valuation and whether there are cheaper ways to get tech exposure, but this is more of a long-term positioning argument than an immediate stock driver. VOO vs. QQQ — Which Strong Buy-Rated ETF Should You Choose Now?
• Negative Sentiment: Multiple Fed-related articles point to a hawkish policy shift, which could weigh on QQQ by raising discount-rate pressure on high-multiple tech stocks. Fed Chair Warsh in the Spotlight: Will He Advocate Rate Cuts?
• Negative Sentiment: Articles warning that the Fed may not provide forward guidance and could be moving toward rate hikes are a negative backdrop for growth-oriented ETFs like QQQ. New Era for the Fed: Kevin Warsh at the FOMC

Invesco QQQ Stock Performance

Shares of QQQ opened at $740.62 on Friday. The company has a 50-day moving average price of $692.71 and a two-hundred day moving average price of $638.77. Invesco QQQ has a 12 month low of $523.65 and a 12 month high of $748.65.

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.