KLCM Advisors Inc. Purchases Shares of 7,619 Invesco QQQ $QQQ

KLCM Advisors Inc. purchased a new stake in Invesco QQQ (NASDAQ:QQQ) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 7,619 shares of the exchange traded fund’s stock, valued at approximately $4,681,000.

Several other large investors also recently made changes to their positions in QQQ. Brighton Jones LLC increased its stake in shares of Invesco QQQ by 15.0% in the fourth quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock valued at $19,605,000 after purchasing an additional 4,989 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of Invesco QQQ by 3.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock valued at $2,687,000 after purchasing an additional 176 shares during the period. Jupiter Wealth Management LLC acquired a new stake in shares of Invesco QQQ in the second quarter valued at approximately $290,000. Wealth Group Ltd. increased its stake in shares of Invesco QQQ by 283.7% in the second quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund’s stock valued at $13,587,000 after purchasing an additional 18,210 shares during the period. Finally, Invesco Ltd. boosted its holdings in shares of Invesco QQQ by 1,057.3% in the second quarter. Invesco Ltd. now owns 33,063 shares of the exchange traded fund’s stock valued at $18,239,000 after acquiring an additional 30,206 shares in the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Trading Up 0.3%

NASDAQ QQQ opened at $713.29 on Tuesday. Invesco QQQ has a 12 month low of $501.48 and a 12 month high of $714.59. The company’s 50 day simple moving average is $619.92 and its 200 day simple moving average is $617.47.

Invesco QQQ Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Monday, March 23rd were paid a dividend of $0.7328 per share. This represents a $2.93 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Monday, March 23rd.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Investors are rotating back into risk assets as cooling Middle East tensions, resilient jobs data, and AI momentum lift sentiment for tech-heavy ETFs like Invesco QQQ Trust (QQQ). Time for Risk-On Trades? ETFs in Focus
• Positive Sentiment: Market coverage highlighted that broad market ETFs were moving higher and that the Nasdaq/tech complex was holding up well, which is constructive for QQQ because it tracks the Nasdaq 100. Exchange-Traded Funds Higher, US Equities Mixed After Midday
• Positive Sentiment: Commentary on “5 ETF Winners of Last Week” pointed to AI euphoria and strong momentum in tech-adjacent markets, a favorable backdrop for QQQ’s large growth-stock exposure. 5 ETF Winners of Last Week
• Neutral Sentiment: Short-interest data showed 0 shares short, offering little meaningful trading signal for QQQ and suggesting no notable bearish pressure from this report.
• Neutral Sentiment: Several market commentaries focused on intraday levels, rally conditions, and cautious optimism, but did not point to a specific company-level catalyst for QQQ.
• Negative Sentiment: One article argued that Asia-linked ETFs are attracting AI-driven flows away from U.S. mega-cap funds such as QQQ, implying some competition for investor attention. Forget SPY and QQQ — these Asia-linked ETFs are stealing the AI mania
• Negative Sentiment: Concerns about a hot CPI print and warnings about “irrational exuberance” could pressure growth stocks if inflation data pushes rates higher or cools risk appetite. A Hot CPI Report May Trigger A Major Market Shift

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.