Mission Wealth Management LP Increases Position in Invesco QQQ $QQQ

Mission Wealth Management LP increased its holdings in Invesco QQQ (NASDAQ:QQQ) by 32.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 47,181 shares of the exchange traded fund’s stock after purchasing an additional 11,586 shares during the quarter. Invesco QQQ accounts for about 0.4% of Mission Wealth Management LP’s holdings, making the stock its 25th largest holding. Mission Wealth Management LP’s holdings in Invesco QQQ were worth $34,744,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of QQQ. Titleist Asset Management LLC increased its position in shares of Invesco QQQ by 2.0% in the second quarter. Titleist Asset Management LLC now owns 13,196 shares of the exchange traded fund’s stock valued at $9,717,000 after buying an additional 253 shares in the last quarter. Walled Lake Planning & Wealth Management LLC increased its holdings in Invesco QQQ by 46.7% in the 2nd quarter. Walled Lake Planning & Wealth Management LLC now owns 1,843 shares of the exchange traded fund’s stock worth $1,357,000 after acquiring an additional 587 shares in the last quarter. Sowell Financial Services LLC raised its position in Invesco QQQ by 1.1% during the second quarter. Sowell Financial Services LLC now owns 121,974 shares of the exchange traded fund’s stock worth $89,822,000 after acquiring an additional 1,281 shares during the period. Alpha Zero LLC lifted its holdings in Invesco QQQ by 7.1% during the second quarter. Alpha Zero LLC now owns 26,267 shares of the exchange traded fund’s stock valued at $18,543,000 after purchasing an additional 1,750 shares in the last quarter. Finally, AA Financial Advisors LLC increased its stake in shares of Invesco QQQ by 15.6% during the second quarter. AA Financial Advisors LLC now owns 4,237 shares of the exchange traded fund’s stock worth $3,120,000 after purchasing an additional 572 shares in the last quarter. 44.58% of the stock is owned by institutional investors and hedge funds.

Invesco QQQ News Roundup

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

• Positive Sentiment: U.S. equities, including the Nasdaq, finished higher after core CPI rose a moderate 0.2% month over month. The data reduced fears of an earlier-than-expected rate hike, supporting growth and technology stocks that represent a large portion of QQQ. S&P 500 and Nasdaq end higher as CPI calms rate hike fears
• Positive Sentiment: Market commentary continues to point to strong AI-related capital spending and potential capital rotation into leading technology companies, which could support the large-cap growth stocks held by QQQ. Navigating AI waves and capital rotation
• Positive Sentiment: A technical analysis report identified a historical QQQ signal that may indicate additional gains ahead, reinforcing bullish investor sentiment. Historic QQQ signal suggests more gains ahead
• Neutral Sentiment: ETF demand remains strong: U.S. ETF assets and net flows reached records during the first half of 2026. Continued inflows can provide a favorable backdrop for QQQ, but the broader surge also reflects intense competition among ETF providers and products. U.S. ETF investors at odds
• Negative Sentiment: Several reports caution that AI enthusiasm has pushed expectations and valuations higher. A slowdown in AI capital expenditures, disappointment in hyperscaler spending, or weaker-than-expected earnings could pressure QQQ’s concentrated technology holdings. Wall Street is repackaging the AI bubble
• Negative Sentiment: QQQ’s higher expense ratio compared with the similar QQQM fund may encourage cost-conscious investors to choose the lower-fee alternative, potentially limiting flows into QQQ over time. QQQ versus QQQM expenses

Invesco QQQ Stock Up 0.7%

Shares of Invesco QQQ stock opened at $723.70 on Thursday. Invesco QQQ has a twelve month low of $555.60 and a twelve month high of $748.65. The firm’s 50-day moving average price is $712.78 and its 200 day moving average price is $663.66.

Invesco QQQ Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, July 10th. Shareholders of record on Monday, June 22nd were issued a dividend of $0.8135 per share. The ex-dividend date of this dividend was Monday, June 22nd. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.73. This represents a $3.25 dividend on an annualized basis and a dividend yield of 0.4%.

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.