West Financial Advisors LLC Has $5.54 Million Position in Invesco QQQ $QQQ

West Financial Advisors LLC lessened its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 10.2% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 9,021 shares of the exchange traded fund’s stock after selling 1,021 shares during the period. Invesco QQQ makes up approximately 0.9% of West Financial Advisors LLC’s holdings, making the stock its 17th largest position. West Financial Advisors LLC’s holdings in Invesco QQQ were worth $5,542,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its stake in Invesco QQQ by 15.0% during the 4th quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock valued at $19,605,000 after purchasing an additional 4,989 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Invesco QQQ by 3.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock worth $2,687,000 after purchasing an additional 176 shares during the period. Jupiter Wealth Management LLC bought a new position in shares of Invesco QQQ during the 2nd quarter worth about $290,000. Wealth Group Ltd. raised its position in shares of Invesco QQQ by 283.7% during the second quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund’s stock valued at $13,587,000 after buying an additional 18,210 shares during the last quarter. Finally, Russell Investments Group Ltd. raised its position in shares of Invesco QQQ by 37.9% during the second quarter. Russell Investments Group Ltd. now owns 5,644 shares of the exchange traded fund’s stock valued at $3,113,000 after buying an additional 1,551 shares during the last quarter. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ Trading Down 2.4%

NASDAQ QQQ opened at $573.79 on Friday. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01. The firm has a 50-day simple moving average of $607.24 and a 200 day simple moving average of $609.52.

Invesco QQQ Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Monday, March 23rd will be issued a $0.7328 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $2.93 annualized dividend and a yield of 0.5%.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Hyperscaler and AI optimism supports QQQ’s megacap tech exposure — continued bullish commentary from cloud and AI infrastructure leaders can lift the largest Nasdaq-100 names that dominate QQQ. Hyperscalers Are Bullish on AI’s Future
• Positive Sentiment: Possible Invesco-specific catalyst: analysts/options pieces flag a potential Invesco asset bump after the Janus Henderson deal, which could indirectly support QQQ via fund flows into Invesco products. Use options to play a potential Invesco runup after Janus Henderson deal
• Positive Sentiment: Retail sentiment is easing — the AAII survey shows some pullback in pessimism, which can support broader risk-on moves that benefit QQQ if it persists. AAII Sentiment Survey: Pessimism Pulls Back
• Neutral Sentiment: End-of-day/pre-market updates note QQQ’s weakness this morning — useful situational data for short-term traders but not a standalone fundamental driver. Invesco QQQ Trust ETF (QQQ) Daily Update, 3-26-2026
• Negative Sentiment: New competing product: Global X launched the NYSE 100 ETF (NYSX), offering an alternative large-cap growth exposure — competition for passive flows could siphon some assets away from QQQ over time. Tech Growth Reimagined: Inside Global X’s Launch of NYSX
• Negative Sentiment: Geopolitical risk and surging oil/inflation fears are hitting ETFs broadly — big oil moves and midday ETF weakness have pressured risk assets and led to fund outflows from growth-heavy ETFs like QQQ. Oil Prices Rise +80% Since December – When Will It End? Exchange-Traded Funds Fall as US Equities Decline After Midday
• Negative Sentiment: Valuation and market-structure concerns: commentary arguing QQQ stocks are “detached” or vulnerable dampens conviction among some investors, increasing sensitivity to macro and flow headlines. QQQ: Stocks Still Dangerously Detached From Reality

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.