Granite Bay Wealth Management LLC Reduces Position in Invesco QQQ $QQQ

Granite Bay Wealth Management LLC reduced its position in Invesco QQQ (NASDAQ:QQQ) by 75.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,367 shares of the exchange traded fund’s stock after selling 13,159 shares during the quarter. Granite Bay Wealth Management LLC’s holdings in Invesco QQQ were worth $2,622,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Morgan Dempsey Capital Management LLC purchased a new position in Invesco QQQ during the 2nd quarter valued at $30,000. Navigoe LLC grew its stake in Invesco QQQ by 300.0% in the 3rd quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock worth $36,000 after acquiring an additional 45 shares in the last quarter. Marshall & Sullivan Inc. WA bought a new position in Invesco QQQ in the 2nd quarter worth about $41,000. Moser Wealth Advisors LLC increased its position in shares of Invesco QQQ by 930.0% during the second quarter. Moser Wealth Advisors LLC now owns 103 shares of the exchange traded fund’s stock worth $57,000 after acquiring an additional 93 shares during the period. Finally, Ransom Advisory Ltd bought a new stake in shares of Invesco QQQ during the first quarter valued at approximately $70,000. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ Trading Up 0.2%

Shares of QQQ stock opened at $623.20 on Thursday. The stock has a fifty day simple moving average of $615.39 and a two-hundred day simple moving average of $585.64. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01.

Invesco QQQ Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd will be given a $0.7941 dividend. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Monday, December 22nd. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.69.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Major market/intraday coverage notes QQQ outperformance driven by tech giants (Nvidia, Alphabet, Micron) and a strong tech rally that lifted the ETF. QQQ ETF News, 12-24-2025
• Positive Sentiment: Analyst/retail guidance highlighting QQQ as a top ETF to gain AI exposure — positive for fund flows into QQQ as investors seek concentrated AI winners. The Smartest Index ETF to Buy With $1,000 Right Now
• Positive Sentiment: Multiple reports point to stronger-than-expected U.S. GDP (Q3 prints and summaries), reinforcing growth narratives that benefit large-cap tech and QQQ’s holdings. GDP Prints To A Huge Upside, But 2026 Remains Unclear
• Positive Sentiment: Market strategists recommending a consumer+AI tilt for 2026 — a thematic backing that favors QQQ-heavy AI/large-cap tech exposure. 2026 Playbook: My Market Outlook Is To Bet On The Consumer And Double Down On AI
• Neutral Sentiment: Aggregation of 2026 market outlook pieces shows varied price targets and scenarios — consensus is optimistic but divergent; this creates both upside narratives and dispersion risk for QQQ. 2026 Market Outlook: Investors Valuation Expectations Are Far More Optimistic Than Analysts
• Neutral Sentiment: Short-interest data published for December appears inconsistent/erroneous (shows 0 shares and NaN changes) — no reliable signal of meaningful short pressure on QQQ from this report.
• Negative Sentiment: Macro/market caution: Ray Dalio warns of a tougher multi-year environment by 2029, highlighting geopolitical and debt risks that could eventually pressure risk assets like QQQ. Ray Dalio’s Warning: We’re Heading For Challenging Times By 2029
• Negative Sentiment: AI optimism tempered by execution risks — an article outlines three major AI hurdles to overcome in 2026, which could translate into volatility for AI-heavy QQQ if progress stalls. The AI Revolution: 3 Major Hurdles That Need To Be Overcome In 2026

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.