Liberty Square Wealth Partners LLC Has $11.39 Million Stock Holdings in Invesco QQQ $QQQ

Liberty Square Wealth Partners LLC grew its holdings in Invesco QQQ (NASDAQ:QQQ) by 19.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 18,534 shares of the exchange traded fund’s stock after acquiring an additional 2,988 shares during the quarter. Invesco QQQ accounts for about 3.2% of Liberty Square Wealth Partners LLC’s investment portfolio, making the stock its 8th largest holding. Liberty Square Wealth Partners LLC’s holdings in Invesco QQQ were worth $11,386,000 at the end of the most recent quarter.

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

Invesco QQQ Trading Down 4.8%

NASDAQ:QQQ opened at $705.06 on Friday. Invesco QQQ has a 52-week low of $523.65 and a 52-week high of $748.65. The stock has a 50-day simple moving average of $666.91 and a 200 day simple moving average of $631.12.

Invesco QQQ Cuts Dividend

The company 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. The ex-dividend date was Monday, March 23rd. This represents a $2.93 dividend on an annualized basis and a dividend yield of 0.4%.

Trending Headlines about Invesco QQQ

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

• Positive Sentiment: ETF flow data showed investors continued to pour money into broad large-cap equity funds, especially S&P 500 products, while risk-on interest in growth and tech exposure remained supported by AI optimism and strong recent stock market performance. Large-Cap Core Dominates May ETF Flows
• Positive Sentiment: Coverage highlighting the strength of growth ETFs and the Nasdaq-linked rally reinforces ongoing demand for index products like QQQ, which benefit when investors favor mega-cap tech and growth stocks. 2 Growth ETFs to Buy and Hold for 20 Years
• Positive Sentiment: Articles noting that stock funds surged in May on AI optimism suggest continued enthusiasm for the technology names that dominate QQQ’s holdings. Stock Funds Surge In May On AI Optimism — What’s Next?
• Neutral Sentiment: One article argued that the Nasdaq 100 may soon include SpaceX if it goes public, which would be a structural positive for the index over time, but it is not an immediate driver for QQQ today. What SpaceX’s IPO Means for Index Fund Investors
• Negative Sentiment: Several commentary pieces warned that the market may be overheating, with “AI bubble” and “market top” concerns, while another noted the same warning signs seen before past crashes—sentiment that can weigh on QQQ because of its heavy exposure to richly valued tech stocks. AI Bubble Is Way Bigger Than Dot-Com There Are Signs That A Market Top May Be Forming The Stock Market Is Flashing the Same Two Warning Signals It Did Before Past Crashes

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.