Simplicity Wealth LLC Sells 7,364 Shares of Invesco QQQ $QQQ

Simplicity Wealth LLC lowered its stake in Invesco QQQ (NASDAQ:QQQ) by 42.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,136 shares of the exchange traded fund’s stock after selling 7,364 shares during the period. Simplicity Wealth LLC’s holdings in Invesco QQQ were worth $6,085,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Morgan Dempsey Capital Management LLC bought a new stake in Invesco QQQ in the second quarter valued at approximately $30,000. Navigoe LLC increased its stake 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 worth $36,000 after buying an additional 45 shares during the period. PayPay Securities Corp raised its holdings in Invesco QQQ by 78.9% during the 3rd quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock valued at $41,000 after buying an additional 30 shares during the last quarter. Barnes Dennig Private Wealth Management LLC purchased a new stake in Invesco QQQ during the 3rd quarter valued at $42,000. Finally, Moser Wealth Advisors LLC grew 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 acquiring an additional 93 shares during the last quarter. Institutional investors own 44.58% of the company’s stock.

More Invesco QQQ News

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

• Positive Sentiment: Large AI spending forecasts support long‑term revenue and capex for QQQ’s big tech holdings, a tailwind for the ETF. AI Spending Forecasts Reach Jaw-Dropping Heights
• Positive Sentiment: Invesco (issuer) received an RBC upgrade to a Buy‑equivalent, which can help investor confidence in product distribution and potentially support inflows into flagship ETFs like QQQ. Invesco stock rating upgraded by RBC Capital
• Neutral Sentiment: Davos commentary and CEO outlooks show mixed signals on global growth and policy — useful context for cyclical exposure in QQQ but not an immediate catalyst. What CEOs Had To Say At Davos
• Neutral Sentiment: Analysis on U.S. vs global economic positioning and sector leadership may reshape flows over months; short‑term impact on QQQ is ambiguous. U.S. Vs. The World: Davos Outcomes May Redefine The Global Economy
• Negative Sentiment: Heightened policy risk from proposed Greenland tariffs and other Trump administration moves has raised fears of disruptive trade or geopolitical policy shocks, pressuring risk assets including QQQ. Trump Pauses Greenland Tariffs – The ‘Framework’ Is The Real Risk
• Negative Sentiment: Several pieces warn of market corrections, gray‑swan risks, and investors moving to cash — themes that correlate with recent outflows and QQQ weakness. Trump’s Greenland Ultimatum And Why I’m (Aggressively) Moving To Cash
• Negative Sentiment: Bond market signals: low measured bond volatility is flagged as concerning — if volatility reawakens, higher rates or risk repricing would hit growthy, high‑multiple names in QQQ. Bond Volatility Is So Low, It’s Concerning
• Negative Sentiment: Daily updates show recent notable declines in QQQ tied to U.S. macro and market risk sentiment, underscoring near‑term downside pressure despite longer‑term tech strengths. Invesco QQQ Trust ETF (QQQ) Daily Update, 1-21-2026

Invesco QQQ Stock Performance

QQQ stock opened at $616.28 on Thursday. The firm’s 50-day moving average price is $615.99 and its two-hundred day moving average price is $597.04. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01.

Invesco QQQ Increases Dividend

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

About Invesco QQQ

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.