BridgePort Financial Solutions LLC Boosts Stock Position in Invesco QQQ $QQQ

BridgePort Financial Solutions LLC raised its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 75.4% in the third quarter, Holdings Channel reports. The institutional investor owned 2,551 shares of the exchange traded fund’s stock after buying an additional 1,097 shares during the quarter. BridgePort Financial Solutions LLC’s holdings in Invesco QQQ were worth $1,532,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. JPMorgan Chase & Co. raised its holdings in Invesco QQQ by 42.4% in the second quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock worth $2,700,424,000 after buying an additional 1,457,109 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its position in shares of Invesco QQQ by 0.7% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,223,327 shares of the exchange traded fund’s stock valued at $1,778,116,000 after acquiring an additional 22,220 shares in the last quarter. HRT Financial LP raised its holdings in Invesco QQQ by 118.3% in the 2nd quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock worth $1,735,226,000 after acquiring an additional 1,704,600 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in Invesco QQQ by 2.2% in the 3rd quarter. Envestnet Asset Management Inc. now owns 2,986,326 shares of the exchange traded fund’s stock valued at $1,792,901,000 after acquiring an additional 64,025 shares in the last quarter. Finally, Symphony Financial Ltd. Co. bought a new position in Invesco QQQ in the 2nd quarter valued at approximately $1,236,482,000. 44.58% of the stock is owned by hedge funds and other institutional investors.

Key Invesco QQQ News

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

• Positive Sentiment: Analyst note arguing AI downside risks may be overstated — reduces the probability of a deep AI-driven tech selloff and supports continued interest in heavy-tech ETFs like QQQ. 10th Man Report
• Neutral Sentiment: Premarket update showed only a small premarket dip (-0.19%), suggesting limited directional conviction from overnight flows. TipRanks Daily Update
• Neutral Sentiment: ETF comparisons highlight that QQQ offers higher growth exposure than broad-market ETFs (VOO/SPY) but with higher expense and greater drawdown risk — relevant for asset-allocation flows but not an immediate catalyst. VOO vs QQQ
• Neutral Sentiment: Monthly macro/technical pieces point to mixed signals for risk assets — these shape weekly volatility expectations but do not single-handedly move QQQ. Monthly Macro Monitor
• Negative Sentiment: Valuation and cash-flow concerns flagged for QQQ constituents: Invesco literature cites ~41.5x earnings; analysts warn AI capex is pressuring free cash flow and extended GPU depreciation may overstate reported earnings — raises risk of earnings disappointments for large-cap tech names. QQQ: Bitcoin Says To Expect Volatility
• Negative Sentiment: Market-focused pieces warn of a liquidity drain and event risks that could trigger short-term volatility — a headwind for concentrated, growth-oriented ETFs like QQQ. Liquidity Drain And Event Risk
• Negative Sentiment: Parent Invesco reporting swings to a loss may weigh on confidence in the firm and raise scrutiny of fund economics, a minor reputational risk for QQQ flows. Invesco Swings To Loss

Invesco QQQ Price Performance

Invesco QQQ stock opened at $614.51 on Tuesday. Invesco QQQ has a 12 month low of $402.39 and a 12 month high of $637.01. The stock has a fifty day simple moving average of $619.64 and a two-hundred day simple moving average of $602.91.

Invesco QQQ Increases Dividend

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

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.