Invesco QQQ $QQQ Shares Purchased by Madison Wealth Partners Inc

Madison Wealth Partners Inc boosted its stake in Invesco QQQ (NASDAQ:QQQ) by 6.1% in the 4th quarter, Holdings Channel reports. The firm owned 19,003 shares of the exchange traded fund’s stock after purchasing an additional 1,094 shares during the period. Invesco QQQ comprises about 2.1% of Madison Wealth Partners Inc’s portfolio, making the stock its 11th largest holding. Madison Wealth Partners Inc’s holdings in Invesco QQQ were worth $11,674,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Coyle Financial Counsel LLC boosted its position in Invesco QQQ by 5.8% in the 4th quarter. Coyle Financial Counsel LLC now owns 45,972 shares of the exchange traded fund’s stock valued at $28,241,000 after buying an additional 2,514 shares during the period. ARK & TLK Investments LLC purchased a new position in Invesco QQQ in the 4th quarter valued at approximately $384,000. Marshall & Sterling Wealth Advisors Inc. boosted its position in Invesco QQQ by 66.7% in the 4th quarter. Marshall & Sterling Wealth Advisors Inc. now owns 565 shares of the exchange traded fund’s stock valued at $347,000 after buying an additional 226 shares during the period. Principia Wealth Advisory LLC boosted its position in Invesco QQQ by 7.2% in the 4th quarter. Principia Wealth Advisory LLC now owns 19,505 shares of the exchange traded fund’s stock valued at $11,982,000 after buying an additional 1,302 shares during the period. Finally, Blueline Advisors LLC purchased a new position in Invesco QQQ in the 4th quarter valued at approximately $1,690,000. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Price Performance

Shares of QQQ stock opened at $738.31 on Friday. Invesco QQQ has a 52 week low of $511.93 and a 52 week high of $741.63. The firm has a 50 day moving average of $652.03 and a two-hundred day moving average of $626.95.

Invesco QQQ Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Monday, March 23rd were given a $0.7328 dividend. This represents a $2.93 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, March 23rd.

Key Invesco QQQ News

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.