Mission Wealth Management LP Boosts Stake in Invesco QQQ $QQQ

Mission Wealth Management LP boosted its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 32.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,181 shares of the exchange traded fund’s stock after acquiring an additional 11,586 shares during the period. Invesco QQQ accounts for approximately 0.4% of Mission Wealth Management LP’s investment portfolio, making the stock its 25th biggest position. Mission Wealth Management LP’s holdings in Invesco QQQ were worth $34,744,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of the business. Titleist Asset Management LLC grew 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 purchasing an additional 253 shares in the last quarter. Walled Lake Planning & Wealth Management LLC grew 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 valued at $1,357,000 after buying an additional 587 shares in the last quarter. Sowell Financial Services LLC increased its stake in shares of Invesco QQQ by 1.1% in the 2nd 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 last quarter. Alpha Zero LLC raised its holdings in shares of Invesco QQQ by 7.1% during the 2nd quarter. Alpha Zero LLC now owns 26,267 shares of the exchange traded fund’s stock worth $18,543,000 after acquiring an additional 1,750 shares during the period. Finally, AA Financial Advisors LLC boosted its position in shares of Invesco QQQ by 15.6% during the 2nd quarter. AA Financial Advisors LLC now owns 4,237 shares of the exchange traded fund’s stock valued at $3,120,000 after acquiring an additional 572 shares during the last quarter. 44.58% of the stock is owned by hedge funds and other institutional investors.

More Invesco QQQ News

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 Performance

Invesco QQQ stock opened at $723.70 on Thursday. The company has a 50-day moving average price of $712.78 and a 200 day moving average price of $663.66. Invesco QQQ has a 12-month low of $555.60 and a 12-month high of $748.65.

Invesco QQQ Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 10th. Investors of record on Monday, June 22nd were issued 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.

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.