Invesco QQQ $QQQ Shares Bought by Brindle & Bay Financial Advisors LLC

Brindle & Bay Financial Advisors LLC lifted its stake in Invesco QQQ (NASDAQ:QQQ) by 247.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 31,422 shares of the exchange traded fund’s stock after buying an additional 22,391 shares during the period. Invesco QQQ makes up approximately 11.6% of Brindle & Bay Financial Advisors LLC’s investment portfolio, making the stock its 2nd biggest position. Brindle & Bay Financial Advisors LLC’s holdings in Invesco QQQ were worth $23,139,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. University of Texas Texas AM Investment Management Co. bought a new stake in shares of Invesco QQQ during the 4th quarter valued at $25,000. Shcp LLC bought a new position in Invesco QQQ in the 3rd quarter valued at about $27,000. Annis Gardner Whiting Capital Advisors LLC lifted 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 acquiring an additional 43 shares during the period. Parvin Asset Management LLC acquired a new stake in shares of Invesco QQQ during the 1st quarter worth approximately $28,000. Finally, Rachor Investment Advisory Services LLC acquired a new position in Invesco QQQ during the fourth quarter valued at approximately $29,000. Institutional investors and hedge funds own 44.58% of the company’s stock.

More Invesco QQQ News

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

• Positive Sentiment: July inflation data was broadly viewed as benign: core CPI rose 0.2% monthly, while the annual inflation rate was 3.4%. The report eased concerns about renewed rate hikes and improved the outlook for growth-stock valuations. S&P500, Nasdaq End Higher As Fresh CPI Data Calms Rate Hike Fears
• Positive Sentiment: Commentary on the Producer Price Index and cooling consumer inflation suggests the Fed has more flexibility to hold rates steady or eventually ease policy. Lower interest rates would generally support QQQ’s technology-heavy portfolio. Producer Price Index Offers Another Respite On Inflation
• Positive Sentiment: Analysts continue to cite AI spending and potential earnings growth as important supports for growth ETFs, including Nasdaq-100 exposure. QQQ may also benefit as investors favor direct equity upside over covered-call products that can lag during strong rallies. GPIQ vs QQQ: What the Rally Lag Actually Costs
• Neutral Sentiment: Broad ETF demand remains strong, with industry assets and monthly inflows reaching records. This supports liquidity and investor interest in ETFs but does not guarantee continued gains for QQQ. Top ETF Launches of Summer 2026
• Negative Sentiment: Risks remain from elevated equity valuations, an all-time-high CAPE ratio, credit-market stress and concerns that slowing AI capital spending could weaken the technology-led rally. Tariff and energy-price pressures could also keep inflation and bond yields high, limiting QQQ’s upside. What An All-Time High CAPE Ratio Implies For Investors

Invesco QQQ Trading Up 1.2%

Shares of QQQ opened at $732.07 on Friday. Invesco QQQ has a 52-week low of $555.60 and a 52-week high of $748.65. The business’s fifty day moving average is $712.61 and its 200-day moving average is $664.43.

Invesco QQQ Increases Dividend

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