Tobias Financial Advisors Inc. Grows Holdings in Invesco QQQ $QQQ

Tobias Financial Advisors Inc. grew its position in shares of Invesco QQQ (NASDAQ:QQQ) by 15.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,942 shares of the exchange traded fund’s stock after purchasing an additional 951 shares during the period. Invesco QQQ accounts for about 0.6% of Tobias Financial Advisors Inc.’s investment portfolio, making the stock its 28th largest position. Tobias Financial Advisors Inc.’s holdings in Invesco QQQ were worth $4,168,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Morgan Dempsey Capital Management LLC acquired a new stake in Invesco QQQ during the second quarter worth approximately $30,000. Navigoe LLC lifted its stake in shares of Invesco QQQ by 300.0% during the 3rd 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 stake in shares of Invesco QQQ by 78.9% during the 3rd 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. Barnes Dennig Private Wealth Management LLC acquired a new stake in shares of Invesco QQQ during the third quarter worth $42,000. Finally, Moser Wealth Advisors LLC boosted its holdings 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 purchasing an additional 93 shares during the last quarter. Institutional investors and hedge funds 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: Invesco reported Q4 adjusted earnings that beat expectations, which lifted Invesco shares and may support ETF flows and investor confidence in issuer-managed products like QQQ. Invesco shares rise as Q4 adjusted earnings beat expectations
• Positive Sentiment: Market attention is focused on mega-cap earnings (Microsoft, Meta, Tesla) that together comprise a large share of QQQ; strong results or upbeat guidance—especially on AI capex and cloud/ad monetization—could push QQQ toward a breakout. Mega-Cap Earnings Could Decide the Tech Sector’s Next Big Move
• Positive Sentiment: Recent tech rebound and the start of earnings season have eased some sector-level fears, supporting momentum in the largest growth names that dominate QQQ. Tech Rebound Soothes Greenland-Induced Shivers, Earnings Season Hits Stride
• Neutral Sentiment: Hints of Treasury intervention to support the yen could stabilize FX volatility; implications for U.S. equities (and QQQ) are mixed and hinge on follow-through. Hints Of U.S. Treasury Intervention To Support The Yen
• Neutral Sentiment: Surveys and positioning show traders are defensively positioned as equities retrace from highs, which could limit upside for QQQ until clarity from earnings or macro data. Traders Defensively Positioned As Equities Retrace From Record Highs
• Negative Sentiment: U.S. consumer sentiment slipped again and consumer pressures are mounting—weak consumer demand would be a headwind for ad-driven mega-cap revenue and, by extension, QQQ performance. U.S. Sentiment Slides Again As Consumer Pressures Mount
• Negative Sentiment: Macro caution pieces arguing that a reversion to the mean could “slam” the market feed risk-off sentiment and may pressure momentum-heavy ETFs like QQQ if investors rotate out of growth. ‘Reversion To The Mean’ Will Eventually Slam The Market

Invesco QQQ Trading Up 0.9%

Invesco QQQ stock opened at $631.13 on Wednesday. The stock has a fifty day moving average price of $617.65 and a 200 day moving average price of $599.34. Invesco QQQ has a 52 week low of $402.39 and a 52 week high of $637.01.

Invesco QQQ Increases Dividend

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

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.