SkyOak Wealth LLC Decreases Stake in Invesco QQQ $QQQ

SkyOak Wealth LLC cut its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 8.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,385 shares of the exchange traded fund’s stock after selling 827 shares during the quarter. Invesco QQQ comprises approximately 1.1% of SkyOak Wealth LLC’s investment portfolio, making the stock its 29th biggest holding. SkyOak Wealth LLC’s holdings in Invesco QQQ were worth $5,634,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in QQQ. Morgan Dempsey Capital Management LLC purchased a new stake in Invesco QQQ during the 2nd quarter valued at about $30,000. Navigoe LLC lifted its holdings in shares of Invesco QQQ by 300.0% during the third quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock worth $36,000 after purchasing an additional 45 shares during the period. PayPay Securities Corp lifted its holdings in shares of Invesco QQQ by 78.9% during the third quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock worth $41,000 after purchasing an additional 30 shares during the period. Marshall & Sullivan Inc. WA purchased a new stake in Invesco QQQ in the second quarter valued at approximately $41,000. Finally, Moser Wealth Advisors LLC increased its holdings in Invesco QQQ by 930.0% in the 2nd quarter. Moser Wealth Advisors LLC now owns 103 shares of the exchange traded fund’s stock worth $57,000 after buying an additional 93 shares during the period. 44.58% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: AI-driven upside and historical Nasdaq outperformance support QQQ’s rally; commentary suggests the Nasdaq‑100 typically outperforms peers and benefits from tech leadership, which underpins QQQ demand. Should You Buy the Invesco QQQ ETF
• Positive Sentiment: Index composition change: Western Digital’s entry into the Nasdaq‑100 validates its AI/data‑center pivot and can create rebalancing/ETF buying flows that benefit QQQ. Western Digital’s Nasdaq-100 Entry
• Positive Sentiment: New product launches (light‑leverage Nasdaq‑100 ETFs) may broaden investor demand for Nasdaq exposure and siphon incremental assets toward Nasdaq strategies. T² Lift Series Launch
• Neutral Sentiment: Daily ETF wrap: market note showing recent gains for QQQ supports momentum but is descriptive rather than catalytic. QQQ ETF Daily Update
• Neutral Sentiment: Macro and market outlook pieces (predictions and analyst roundups) offer context for positioning but don’t singlehandedly move flows into/out of QQQ. Macro Insights: 2026 Market Outlook
• Negative Sentiment: Soaring U.S. services activity clouds the Fed‑cut narrative; stronger services data raises the risk that rate cuts are delayed, a headwind for long‑duration tech growth stocks in QQQ. Soaring U.S. Services Clouds The Fed Rate Cut Story
• Negative Sentiment: Labor‑market deterioration in blue‑collar jobs and broader economic risks (tariffs/geopolitical headlines) increase recession/volatility concerns that could weigh on risk assets including QQQ. Blue-Collar Jobs Are Hurting Trump Tariffs Didn’t Crash Markets
• Negative Sentiment: Potential legal/systemic risks highlighted by a large Supreme Court case could pose headline risk for large-cap tech and index performance if outcomes affect major constituents. $133 Billion At Risk

Invesco QQQ Price Performance

QQQ opened at $624.19 on Thursday. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01. The firm has a 50 day moving average of $616.15 and a two-hundred day moving average of $591.86.

Invesco QQQ Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were given a dividend of $0.7941 per share. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69. This represents a $3.18 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Monday, December 22nd.

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.