Tepp RIA LLC Has $14.96 Million Stock Position in Invesco QQQ $QQQ

Tepp RIA LLC decreased its position in Invesco QQQ (NASDAQ:QQQ) by 5.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,912 shares of the exchange traded fund’s stock after selling 1,427 shares during the quarter. Invesco QQQ accounts for approximately 17.0% of Tepp RIA LLC’s holdings, making the stock its 2nd largest holding. Tepp RIA LLC’s holdings in Invesco QQQ were worth $14,957,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of QQQ. Texas Capital Bank Wealth Management Services Inc boosted its position in shares of Invesco QQQ by 4.1% during the third quarter. Texas Capital Bank Wealth Management Services Inc now owns 2,323 shares of the exchange traded fund’s stock worth $1,395,000 after buying an additional 91 shares during the period. United Financial Planning Group LLC bought a new position in shares of Invesco QQQ during the third quarter worth about $250,000. M Holdings Securities Inc. acquired a new stake in Invesco QQQ in the 3rd quarter valued at approximately $11,519,000. Main Street Research LLC raised its position in Invesco QQQ by 53.5% in the 3rd quarter. Main Street Research LLC now owns 1,595 shares of the exchange traded fund’s stock valued at $958,000 after buying an additional 556 shares during the last quarter. Finally, Nicolet Advisory Services LLC lifted its stake in Invesco QQQ by 11.8% in the 3rd quarter. Nicolet Advisory Services LLC now owns 1,052 shares of the exchange traded fund’s stock valued at $636,000 after acquiring an additional 111 shares in the last quarter. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ News Summary

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

• Positive Sentiment: Weaker-than-expected Q4 GDP and durable‑goods data lifted pre‑market futures, supporting momentum for growth‑oriented ETFs like QQQ in early trading. Q4 GDP, Durable Goods Lower than Anticipated
• Positive Sentiment: Pre‑market updates showed QQQ trading higher ahead of the session, indicating some short‑term buying interest into the open. Invesco QQQ Trust ETF (QQQ) Daily Update, 3/13/2026
• Neutral Sentiment: Coverage of equal‑weight alternatives (e.g., QQEW) highlights investor concern about QQQ’s concentration and offers a trade/hedge option — could siphon flows over time but isn’t an immediate outflow driver. Avoid the Top-Heavy S&P 500 With Equal-Weight ETFs
• Neutral Sentiment: Core CPI remained steady (2.4% YoY in the latest release), which reduces near‑term Fed‑shock risk but keeps the macro picture balanced — mixed for high‑beta tech exposure. CPI Keeps Steady at +2.4% YoY
• Negative Sentiment: Broad‑market ETFs were lower midday, signaling risk‑off flows that typically weigh on QQQ given its concentration in large tech names. Exchange-Traded Funds Drop, US Equities Mixed After Midday
• Negative Sentiment: Articles highlighting QQQ’s concentration in the “Magnificent Seven” raise worries about valuation and single‑name risks; that narrative can prompt profit‑taking or rebalancing out of QQQ. MAGS vs QQQ: The Concentrated ETF Bet That Cuts Both Ways

Invesco QQQ Stock Down 0.6%

NASDAQ:QQQ opened at $593.72 on Friday. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01. The business has a 50 day moving average price of $613.26 and a two-hundred day moving average price of $608.43.

Invesco QQQ Increases Dividend

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

About Invesco QQQ

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.