Wealthcare Advisory Partners LLC Reduces Position in Invesco QQQ $QQQ

Wealthcare Advisory Partners LLC decreased its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 1.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 96,619 shares of the exchange traded fund’s stock after selling 1,516 shares during the quarter. Invesco QQQ accounts for about 1.2% of Wealthcare Advisory Partners LLC’s investment portfolio, making the stock its 15th biggest position. Wealthcare Advisory Partners LLC’s holdings in Invesco QQQ were worth $59,354,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of QQQ. Generali Investments CEE investicni spolecnost a.s. grew its position in Invesco QQQ by 2.3% in the 4th quarter. Generali Investments CEE investicni spolecnost a.s. now owns 39,380 shares of the exchange traded fund’s stock valued at $24,192,000 after acquiring an additional 894 shares during the last quarter. Pallas Capital Advisors LLC boosted its stake in shares of Invesco QQQ by 8.3% during the fourth quarter. Pallas Capital Advisors LLC now owns 16,907 shares of the exchange traded fund’s stock valued at $10,386,000 after purchasing an additional 1,297 shares during the period. Elevatus Welath Management grew its holdings in shares of Invesco QQQ by 4.3% in the fourth quarter. Elevatus Welath Management now owns 1,936 shares of the exchange traded fund’s stock worth $1,189,000 after purchasing an additional 80 shares during the last quarter. Petros Family Wealth LLC increased its stake in Invesco QQQ by 203.5% in the 4th quarter. Petros Family Wealth LLC now owns 1,384 shares of the exchange traded fund’s stock worth $850,000 after buying an additional 928 shares during the period. Finally, J. L. Bainbridge & Co. Inc. lifted its holdings in Invesco QQQ by 4.9% during the 4th quarter. J. L. Bainbridge & Co. Inc. now owns 4,319 shares of the exchange traded fund’s stock valued at $2,653,000 after buying an additional 200 shares in the last quarter. 44.58% of the stock is owned by institutional investors.

Invesco QQQ Stock Performance

Shares of QQQ stock opened at $562.58 on Friday. The company’s 50-day simple moving average is $606.07 and its two-hundred day simple moving average is $609.61. Invesco QQQ has a one year low of $402.39 and a one year high of $637.01.

Invesco QQQ Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Monday, March 23rd were issued a $0.7328 dividend. The ex-dividend date was Monday, March 23rd. This represents a $2.93 dividend on an annualized basis and a dividend yield of 0.5%.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: Hyperscaler and AI optimism supports large-cap tech names that dominate QQQ, providing a demand tailwind for the ETF. Hyperscalers Are Bullish on AI’s Future
• Neutral Sentiment: Global X launched the NYSE 100 ETF (NYSX), giving investors another large‑cap tech alternative to QQQ; could modestly affect flows over time but not an immediate disruption. Tech Growth Reimagined: Inside Global X’s Launch of NYSX
• Neutral Sentiment: Coverage and analyst pieces continue to highlight QQQ as a core way to get Nasdaq‑100 exposure; that keeps it on investor radars even amid volatility. Should Invesco QQQ (QQQ) Be on Your Investing Radar?
• Neutral Sentiment: Short-term trading ideas (options) tied to Invesco corporate moves have surfaced, which can increase volume and volatility in QQQ but are not a directional guarantee. Use options to play a potential Invesco runup after Janus Henderson deal
• Negative Sentiment: Rising oil prices and renewed Iran‑related geopolitical risk are prompting risk‑off moves that pressure growth/tech‑heavy ETFs like QQQ. Oil Prices Rise +80% Since December – When Will It End?
• Negative Sentiment: Broad ETF selling and midday weakness in US equities pulled major ETFs lower, contributing to downward pressure on QQQ. Exchange-Traded Funds Fall as US Equities Decline After Midday
• Negative Sentiment: Invesco’s launch of an equal‑weight QQQ product (QEW) and other new ETF entrants could reallocate flows away from cap‑weighted QQQ over time. A New ETF Right for These Times

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.