Sax Wealth Advisors LLC Buys New Holdings in Invesco QQQ $QQQ

Sax Wealth Advisors LLC purchased a new position in shares of Invesco QQQ (NASDAQ:QQQ) during the third quarter, HoldingsChannel reports. The firm purchased 15,148 shares of the exchange traded fund’s stock, valued at approximately $9,094,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of QQQ. Fifth Third Securities Inc. increased its stake in Invesco QQQ by 2.6% during the 3rd quarter. Fifth Third Securities Inc. now owns 109,863 shares of the exchange traded fund’s stock worth $65,959,000 after acquiring an additional 2,822 shares during the period. SK Wealth Management LLC bought a new stake in shares of Invesco QQQ during the 3rd quarter valued at $803,000. Amundi grew its holdings in shares of Invesco QQQ by 6.3% during the 1st quarter. Amundi now owns 110,903 shares of the exchange traded fund’s stock worth $49,980,000 after purchasing an additional 6,600 shares in the last quarter. BCGM Wealth Management LLC grew its holdings in shares of Invesco QQQ by 13.6% during the 2nd quarter. BCGM Wealth Management LLC now owns 25,597 shares of the exchange traded fund’s stock worth $14,120,000 after purchasing an additional 3,066 shares in the last quarter. Finally, Wisconsin Wealth Advisors LLC increased its position in shares of Invesco QQQ by 21.2% in the second quarter. Wisconsin Wealth Advisors LLC now owns 6,747 shares of the exchange traded fund’s stock worth $3,722,000 after purchasing an additional 1,179 shares during the period. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ Stock Down 0.2%

QQQ stock opened at $619.43 on Wednesday. Invesco QQQ has a 52 week low of $402.39 and a 52 week high of $637.01. The business has a 50-day simple moving average of $616.60 and a 200 day simple moving average of $588.56.

Invesco QQQ Increases Dividend

The company also recently announced 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 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Monday, December 22nd. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69.

Key Invesco QQQ News

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

• Positive Sentiment: Big-money interest: Reports say legendary hedge funds are increasing allocations to large-cap tech and growth ETFs, a flow dynamic that can support QQQ’s price given its heavy tech weighting. Legendary Hedge Funds Are Piling Into These ETFs
• Positive Sentiment: Bull case for broader market: A bullish Seeking Alpha outlook projects a much stronger S&P 500 in 2026, which would likely lift large-cap tech and QQQ exposure if realized. 2026 S&P 500 Outlook: Why The Index Will Hit 8,300
• Positive Sentiment: AI tailwinds remain a key support: Analysis reflecting on the 2025 AI surge highlights durable themes that benefit the Nasdaq-heavy QQQ composition (software, semis, cloud). Continued AI adoption would favor QQQ leadership. Reflecting On The 2025 AI Stock Surge: Key Themes To Watch In 2026
• Neutral Sentiment: ETF status update: A TipRanks daily note shows QQQ modestly weaker in pre-market trade — useful short-term color but not a directional catalyst on its own. QQQ ETF Daily Update, 12-30-2025
• Neutral Sentiment: Mixed macro/valuation views: Several market outlook pieces highlight sector rotation and valuation/technical concerns — these are watchlists for QQQ but contain both upside and downside scenarios. 2026 Market & Economic Outlook: Valuation & Technical Concerns
• Neutral Sentiment: Sector skew expected: Analysts expect uneven sector growth in 2026 — outcomes for QQQ depend on whether tech/AI continue to outperform consumer or cyclicals. S&P 500 2026 Market Outlook: Sector Growth Expected To Be Skewed
• Negative Sentiment: Correction risk flagged: A Seeking Alpha piece lists three reasons to prepare for a 2026 correction — higher volatility or a pullback would disproportionately hit growth-heavy QQQ. Outlook For 2026: Three Reasons I Am Preparing For A Correction
• Negative Sentiment: Macro warning signal: An article on the Dow/gold ratio argues a major warning signal has triggered — if risk-off sentiment rises, QQQ could see outsized weakness. The Dow Jones To Gold Ratio Just Triggered A Major 2008-Style Stock Market Warning
• Negative Sentiment: Policy/dollar risk: Analysis on a “new” Fed/dollar regime suggests stronger dollar or tighter policy risks that typically pressure growth/multiple expansion — a headwind for QQQ. The Dollar And The “New” Regime At The Federal Reserve

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.