Retirement Planning Group LLC Buys 4,708 Shares of Invesco QQQ $QQQ

Retirement Planning Group LLC raised its stake in Invesco QQQ (NASDAQ:QQQ) by 12.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 43,237 shares of the exchange traded fund’s stock after acquiring an additional 4,708 shares during the period. Invesco QQQ makes up 0.9% of Retirement Planning Group LLC’s portfolio, making the stock its 21st largest holding. Retirement Planning Group LLC’s holdings in Invesco QQQ were worth $25,958,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Divergent Planning LLC boosted its stake in Invesco QQQ by 5.8% during the third quarter. Divergent Planning LLC now owns 963 shares of the exchange traded fund’s stock valued at $581,000 after buying an additional 53 shares during the last quarter. Moseley Investment Management Inc. raised its holdings in shares of Invesco QQQ by 2.6% during the 3rd quarter. Moseley Investment Management Inc. now owns 1,675 shares of the exchange traded fund’s stock worth $1,006,000 after acquiring an additional 43 shares in the last quarter. Financial Synergies Wealth Advisors Inc. boosted its position in shares of Invesco QQQ by 1.7% during the 3rd quarter. Financial Synergies Wealth Advisors Inc. now owns 1,656 shares of the exchange traded fund’s stock valued at $994,000 after acquiring an additional 28 shares during the last quarter. PBMares Wealth Management LLC boosted its position in shares of Invesco QQQ by 3.7% during the 3rd quarter. PBMares Wealth Management LLC now owns 3,993 shares of the exchange traded fund’s stock valued at $2,397,000 after acquiring an additional 142 shares during the last quarter. Finally, O Connor Financial Group LLC grew its holdings in shares of Invesco QQQ by 3.2% in the third quarter. O Connor Financial Group LLC now owns 18,540 shares of the exchange traded fund’s stock valued at $11,131,000 after purchasing an additional 578 shares in the last quarter. 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: Options flow and derivatives signals point to bullish positioning that could support higher prices for large-cap tech and QQQ in the near term. New Option Indicators Are Signaling Higher Prices
• Positive Sentiment: December core CPI came in a bit softer than expected, which helps the narrative for eventual rate relief and is typically supportive of long-duration growth stocks held in QQQ. December CPI – Core Inflation Up A Bit Less Than Expected
• Positive Sentiment: Early-2026 corporate updates and positive headlines for major tech names (large QQQ holdings) suggest fundamentals and catalysts remain in place for continued upside if sentiment improves. Good News Emerging for These ETFs’ Big Holdings
• Neutral Sentiment: Macro outlook pieces highlight mixed drivers (fiscal flows, bank credit, Fed policy) that could create choppy trading; outcomes depend on incoming data and Fed communication. January 2026 Trading Outlook: Fiscal Flows, Bank Credit, And Fed Policy
• Neutral Sentiment: Regular ETF updates show only modest moves recently for QQQ, signaling the fund is close to equilibrium between buyers and sellers absent a clear macro catalyst. Invesco QQQ Trust ETF (QQQ) Daily Update, 1-13-2026
• Negative Sentiment: Analysis warns of a rotation into value as Fed communications inject rate uncertainty; QQQ’s high P/E and low yield make it vulnerable to a re-pricing if rates stay higher for longer. Tech Wreck or Valuation Reset? Rotating to Value in 2026
• Negative Sentiment: Commentary about stretched AI valuations and the potential for an AI-related correction increases downside risk for QQQ’s biggest holdings if growth expectations cool. The AI Market Bubble Will Pop When…
• Negative Sentiment: Ongoing headlines around Fed leadership and investigations add to policy uncertainty, which typically weighs on high-duration tech names concentrated in QQQ. Traders Are Moving Past Powell’s Investigation: U.S. Stock Index Outlook And Pre-CPI Trading Levels

Invesco QQQ Stock Down 0.1%

Invesco QQQ stock opened at $626.24 on Wednesday. The firm’s fifty day moving average is $616.04 and its 200 day moving average is $594.57. Invesco QQQ has a 52-week low of $402.39 and a 52-week high of $637.01.

Invesco QQQ Increases Dividend

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

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.