Lloyd Advisory Services LLC. Decreases Position in Invesco QQQ $QQQ

Posted by Latisha Jones on May 23rd, 2026

Lloyd Advisory Services LLC. decreased its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 91.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 225 shares of the exchange traded fund’s stock after selling 2,340 shares during the quarter. Lloyd Advisory Services LLC.’s holdings in Invesco QQQ were worth $138,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. SG Americas Securities LLC grew its holdings in Invesco QQQ by 120.2% during the fourth quarter. SG Americas Securities LLC now owns 213,722 shares of the exchange traded fund’s stock worth $131,292,000 after acquiring an additional 1,270,102 shares during the period. Analyst IMS Investment Management Services Ltd. grew its holdings in Invesco QQQ by 68.6% during the fourth quarter. Analyst IMS Investment Management Services Ltd. now owns 1,750,079 shares of the exchange traded fund’s stock worth $1,075,091,000 after acquiring an additional 712,026 shares during the period. Axxcess Wealth Management LLC grew its holdings in Invesco QQQ by 1,216.9% during the fourth quarter. Axxcess Wealth Management LLC now owns 561,706 shares of the exchange traded fund’s stock worth $345,070,000 after acquiring an additional 519,051 shares during the period. Northwestern Mutual Wealth Management Co. grew its holdings in Invesco QQQ by 11.8% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 3,547,591 shares of the exchange traded fund’s stock worth $2,179,321,000 after acquiring an additional 375,581 shares during the period. Finally, NorthRock Partners LLC grew its holdings in Invesco QQQ by 1,355.6% during the third quarter. NorthRock Partners LLC now owns 304,852 shares of the exchange traded fund’s stock worth $183,024,000 after acquiring an additional 283,909 shares during the period. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Key Stories Impacting Invesco QQQ

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

Positive Sentiment: Nvidia’s buybacks, dividend increase, and AI growth are putting Nasdaq-heavy ETFs like QQQ in focus, reinforcing demand for large-cap tech exposure. NVIDIA Ramps Up Shareholder Returns: ETFs in Focus
Positive Sentiment: Semiconductor strength remains a tailwind for QQQ, as the sector’s long-running rally continues to support growth-oriented technology indexes. Is the VanEck Semiconductor ETF the Right ETF to Own as We Head Into June?
Neutral Sentiment: Some market commentary suggests ETFs are increasingly dominating trading flows, but the article is more thematic than a direct driver for QQQ today. ETF Zoo: Why Rebalancing Killed the ARK Star
Negative Sentiment: Earlier market coverage pointed to mixed ETF performance and a pullback in U.S. equities, which can weigh on QQQ when traders rotate out of growth stocks. Exchange-Traded Funds Mixed, US Equities Decline After Midday

Invesco QQQ Stock Up 0.4%

Shares of QQQ stock opened at $717.54 on Friday. The business’s fifty day moving average price is $638.80 and its 200 day moving average price is $623.07. Invesco QQQ has a 1-year low of $505.58 and a 1-year high of $722.12.

Invesco QQQ Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Monday, March 23rd were issued a dividend of $0.7328 per share. This represents a $2.93 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, March 23rd.

Invesco QQQ Company Profile

(Free Report)

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.