Wescott Financial Advisory Group LLC Sells 873 Shares of Invesco QQQ $QQQ

Wescott Financial Advisory Group LLC cut its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 0.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 146,799 shares of the exchange traded fund’s stock after selling 873 shares during the period. Invesco QQQ makes up approximately 7.9% of Wescott Financial Advisory Group LLC’s holdings, making the stock its 2nd biggest position. Wescott Financial Advisory Group LLC’s holdings in Invesco QQQ were worth $88,134,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. Morgan Dempsey Capital Management LLC acquired a new position in shares of Invesco QQQ in the 2nd quarter worth $30,000. Navigoe LLC boosted its position in shares of Invesco QQQ by 300.0% in the 3rd quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock valued at $36,000 after purchasing an additional 45 shares during the period. PayPay Securities Corp increased its stake in Invesco QQQ by 78.9% in the 3rd quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock worth $41,000 after purchasing an additional 30 shares in the last quarter. Barnes Dennig Private Wealth Management LLC purchased a new position in Invesco QQQ in the 3rd quarter worth about $42,000. Finally, Moser Wealth Advisors LLC raised its holdings in Invesco QQQ by 930.0% during the 2nd quarter. Moser Wealth Advisors LLC now owns 103 shares of the exchange traded fund’s stock worth $57,000 after buying an additional 93 shares during the period. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ News Roundup

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

• Positive Sentiment: Fed easing expectations could lift growth and tech stocks, a tailwind for QQQ as investors price in a softer policy path. Federal Reserve Watch: The Fed Turns The Corner
• Positive Sentiment: Bullish analyst pieces argue QQQ is technically and fundamentally set up for a breakout and is undervalued relative to rate-driven swings, encouraging buy-the-dip flows. QQQ Poised For A Breakout, JEPQ To Underperform
• Positive Sentiment: Pre-market/updating ETF coverage notes showed early strength in QQQ, which can attract short-term momentum buyers and ETF flows. Invesco QQQ Trust ETF (QQQ) Daily Update, 2-6-2026
• Neutral Sentiment: Commentary urging investors not to panic suggests current volatility could be a cleansing of speculative excess rather than a structural tech collapse — this can stabilize flows but doesn’t guarantee an immediate rebound. Don’t Panic As We Clear Speculative Excess In Crypto, Metals, And Tech
• Negative Sentiment: Reports that Alphabet ramped AI spending spooked investors and weighed on large-cap tech, a direct negative for QQQ because the ETF is heavily concentrated in mega-cap tech names. SPY, QQQ decline as US equities fall: Alphabet’s increased AI spending spooks investors
• Negative Sentiment: Market rotation into value and defensive sectors is gaining momentum, which pressures growth‑heavy ETFs like QQQ as money shifts to cyclicals, staples, and dividend names. S&P 500 And XLP: Rotation To Value Funds Just Started
• Negative Sentiment: Broader macro and sentiment concerns—AI hype unwind, layoffs, and recessionary warnings—are cited by several commentators as drivers of a risk-off tilt that can further depress QQQ if sustained. Recessionary Bear Market With The AI Bubble Burst

Invesco QQQ Stock Up 2.1%

QQQ stock opened at $609.65 on Friday. Invesco QQQ has a one year low of $402.39 and a one year high of $637.01. The firm has a 50-day moving average of $619.69 and a two-hundred day moving average of $602.00.

Invesco QQQ Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were paid a $0.7941 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $3.18 dividend on an annualized basis and a yield of 0.5%. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.69.

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.