Smith Chas P & Associates PA Cpas Has $50.30 Million Stake in Invesco QQQ $QQQ

Smith Chas P & Associates PA Cpas boosted its position in shares of Invesco QQQ (NASDAQ:QQQ) by 62.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 81,876 shares of the exchange traded fund’s stock after buying an additional 31,516 shares during the period. Invesco QQQ makes up approximately 2.6% of Smith Chas P & Associates PA Cpas’ investment portfolio, making the stock its 12th largest position. Smith Chas P & Associates PA Cpas’ holdings in Invesco QQQ were worth $50,297,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Goodman Advisory Group LLC acquired a new stake in Invesco QQQ during the third quarter worth about $25,000. Annis Gardner Whiting Capital Advisors LLC grew its stake in Invesco QQQ by 2,150.0% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock worth $28,000 after buying an additional 43 shares in the last quarter. Shcp LLC acquired a new stake in Invesco QQQ during the third quarter worth about $27,000. Rachor Investment Advisory Services LLC acquired a new stake in Invesco QQQ during the fourth quarter worth about $29,000. Finally, Measured Wealth Private Client Group LLC acquired a new stake in Invesco QQQ during the third quarter worth about $40,000. 44.58% of the stock is currently owned by institutional investors and hedge funds.

Invesco QQQ Price Performance

QQQ stock opened at $729.45 on Thursday. Invesco QQQ has a 12 month low of $511.93 and a 12 month high of $733.32. The firm has a 50-day moving average price of $646.52 and a 200-day moving average price of $625.28.

Invesco QQQ Cuts Dividend

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

Key Invesco QQQ News

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

• Positive Sentiment: QQQ has been rising alongside strength in technology stocks and broader Nasdaq 100 momentum, with market commentary noting institutional order flows favoring tech-related names. Institutional Order Flows Expand As Technology And Aerospace Drive Market Activity
• Positive Sentiment: ETF-focused coverage highlighted that QQQ was already higher in pre-market trading, reflecting continued investor demand for Nasdaq-100 exposure. Why Is Invesco QQQ Trust ETF (QQQ) Rising Today, 5/27/26?
• Positive Sentiment: Market commentary suggested the broader U.S. stock market and Nasdaq 100 were pressing near highs, which typically supports QQQ because it tracks the index’s biggest growth and tech names. Short Sellers Are Betting Record Amounts Against Stocks. But the Market is Rallying On a Potential Deal Between Trump and Iran.
• Neutral Sentiment: Several articles focused on ETF growth, market structure, and comparisons with other growth ETFs rather than on QQQ-specific fundamentals, so their direct impact on the fund is limited. There’s now more ETFs than stocks: What investors should know
• Negative Sentiment: One report flagged a potential structural risk if SpaceX were rapidly added to the Nasdaq-100, which could create index rebalancing pressure and volatility for QQQ holders. SpaceX’s IPO Could Create a Hidden Risk for Nasdaq-100 ETF Investors

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.