Ritholtz Wealth Management Has $233.69 Million Stock Holdings in Invesco QQQ $QQQ

Ritholtz Wealth Management increased its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 1.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 389,249 shares of the exchange traded fund’s stock after buying an additional 6,413 shares during the quarter. Invesco QQQ accounts for approximately 4.5% of Ritholtz Wealth Management’s holdings, making the stock its 3rd largest holding. Ritholtz Wealth Management’s holdings in Invesco QQQ were worth $233,694,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in QQQ. Morgan Dempsey Capital Management LLC bought a new stake in Invesco QQQ during the 2nd quarter worth approximately $30,000. Navigoe LLC boosted its holdings in shares of Invesco QQQ by 300.0% in the third quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock valued at $36,000 after buying an additional 45 shares during the period. PayPay Securities Corp increased its position 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 acquiring an additional 30 shares in the last quarter. Barnes Dennig Private Wealth Management LLC acquired a new stake in shares of Invesco QQQ during the third quarter worth $42,000. Finally, Marshall & Sullivan Inc. WA bought a new stake in Invesco QQQ in the 2nd quarter valued at $41,000. 44.58% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Retail sentiment turned more bullish in the AAII survey, which can support inflows into equity ETFs including Nasdaq-focused funds like QQQ. AAII Sentiment Survey: Bullish Sentiment Jumps
• Positive Sentiment: Several pieces argue that slowing inflation and expectations for eventual Fed rate cuts make growth/tech equities more attractive, which supports QQQ’s performance if rate-sensitivity remains a tailwind. Steady Inflation Supports More Rate Cuts, But Markets Still See A Pause Ahead
• Positive Sentiment: Macro forecasts anticipate stronger-than-feared growth in 2026, a backdrop that typically benefits cyclical and high-growth tech exposure concentrated in QQQ. Economic Forecast 2026: Growth Will Defy Slowdown Fears
• Positive Sentiment: Signs of renewed disinflation (AIER and other commentary) reduce policy uncertainty and support long-duration tech assets that dominate QQQ. AIER’s Everyday Price Index Levels Off In December 2025
• Neutral Sentiment: Coverage on ETF product innovation (option-overlay Nasdaq income ETFs) highlights investor appetite for Nasdaq exposure delivered with income — this can shift flows between QQQ and income-structured Nasdaq ETFs rather than purely add/subtract to total Nasdaq AUM. 3 Elite ETFs for Compound-Focused Investors
• Neutral Sentiment: Macro pieces on housing affordability and the multi-family sector outline slower pockets of the economy; these are more relevant for regional/financial names than for QQQ’s heavy tech weighting. U.S. Economy: What It Would Take To Bring Back Home Affordability
• Negative Sentiment: An article flags a potential big market correction if the S&P (SPY) breaks a key technical level — a broader risk-off event would likely hit QQQ hard given its concentration in high-valuation growth names. This Bull Run Looks Tired: If SPY Breaks Below $685, A Big Correction May Be Next
• Negative Sentiment: Coverage describing a “great rotation” of money moving out of big tech into small caps is a direct headwind for QQQ if sustained — reallocation away from mega-cap tech reduces demand for Nasdaq-focused ETFs. The Great Rotation: Money Flows Out Of Big Tech And Into Small Caps
• Negative Sentiment: ETF daily updates noted recent weakness in QQQ amid pressure on tech earlier in the week, signaling volatility and short-term outflows remain possible. Invesco QQQ Trust ETF (QQQ) Daily Update, 1-15-2026

Invesco QQQ Stock Up 0.4%

Shares of NASDAQ QQQ opened at $621.78 on Friday. The company has a fifty day moving average price of $616.17 and a 200 day moving average price of $594.94. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01.

Invesco QQQ Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were issued a dividend of $0.7941 per share. The ex-dividend date was Monday, December 22nd. 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 dividend yield of 0.5%.

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.