Invesco QQQ $QQQ Shares Acquired by Madison Wealth Partners Inc

Madison Wealth Partners Inc lifted its position in shares of Invesco QQQ (NASDAQ:QQQ) by 6.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 19,003 shares of the exchange traded fund’s stock after buying an additional 1,094 shares during the period. Invesco QQQ makes up approximately 2.1% of Madison Wealth Partners Inc’s portfolio, making the stock its 11th largest position. Madison Wealth Partners Inc’s holdings in Invesco QQQ were worth $11,674,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in QQQ. Goodman Advisory Group LLC acquired a new stake in shares of Invesco QQQ during the 3rd quarter worth approximately $25,000. Shcp LLC acquired a new stake in shares of Invesco QQQ during the 3rd quarter worth approximately $27,000. Annis Gardner Whiting Capital Advisors LLC increased its holdings in shares of Invesco QQQ by 2,150.0% during the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock worth $28,000 after buying an additional 43 shares during the last quarter. Rachor Investment Advisory Services LLC acquired a new stake in shares of Invesco QQQ during the 4th quarter worth approximately $29,000. Finally, Measured Wealth Private Client Group LLC acquired a new stake in shares of Invesco QQQ during the 3rd quarter worth approximately $40,000. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Stock Performance

Shares of NASDAQ QQQ opened at $738.31 on Friday. The company has a 50 day simple moving average of $652.03 and a 200-day simple moving average of $626.95. Invesco QQQ has a 1 year low of $511.93 and a 1 year high of $741.63.

Invesco QQQ Cuts Dividend

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

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: Tech leadership remains intact, with market coverage noting that AI-driven stocks are helping push broader indexes and Nasdaq futures higher despite geopolitical noise and softer trading volume. S&P 500, Nasdaq, Dow Futures Rise As AI-Driven Tech Rally Overpowers ‘Defensive’ Iran Strikes: ONDS, NBIS, RCAT, SNOW In Focus
• Positive Sentiment: A separate market note said pre-market trading was mostly up, suggesting continued support for risk assets and large-cap growth exposure like QQQ. Pre-Markets Mostly Up on Lower Volume, Trade & Inventory Reports
• Neutral Sentiment: Consumer sentiment hit a record low, but the same report argued the broader economy remains solid, which could keep investors focused on growth stocks rather than a sharp recession trade-off. Consumer Sentiment Hits Record Low – Economy Stays Solid
• Neutral Sentiment: Several commentary pieces warned about stretched valuations, “liquidity bubble” concerns, and the possibility that value stocks or other global ETFs could outperform tech, which may temper enthusiasm for QQQ if sentiment turns. This Global ETF Beat the Nasdaq-100 for Most of the Past Year. Should You Buy It? The AI Black Box: SpaceX, Hyperscalers, And The Liquidity Bubble Beneath The Rally
• Negative Sentiment: Higher-for-longer interest-rate commentary and inflation concerns could pressure growth multiples, especially for the large-cap tech names that dominate QQQ. The Fed Needs To Invert The Yield Curve And Hike To Above 5 Percent PCE Inflation Surges Further Away From Fed’s Target, Now Nearly Double The Fed’s Target, And 5+ Years Above Target
• Negative Sentiment: Coverage on weak chip stocks and talk that the Nasdaq recently lagged due to semiconductor softness highlights a risk to QQQ’s biggest holdings if AI and semiconductor momentum fades. Dow Closes At Record Highs On Iran Truce Optimism, While Nasdaq Snaps Four-Day Win Streak On Weak Chip Stocks — META, BA, AAL, DY, VRRM In Focus

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.