Invesco QQQ $QQQ Shares Purchased by Choreo LLC

Choreo LLC boosted its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 10.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 62,700 shares of the exchange traded fund’s stock after acquiring an additional 5,998 shares during the quarter. Choreo LLC’s holdings in Invesco QQQ were worth $46,381,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of QQQ. Sterling Financial Planning Inc. boosted its stake in shares of Invesco QQQ by 0.5% during the 3rd quarter. Sterling Financial Planning Inc. now owns 6,805 shares of the exchange traded fund’s stock worth $5,034,000 after acquiring an additional 37 shares in the last quarter. Fonville Wealth Management LLC increased its stake in shares of Invesco QQQ by 44.8% in the 3rd quarter. Fonville Wealth Management LLC now owns 1,309 shares of the exchange traded fund’s stock valued at $968,000 after purchasing an additional 405 shares in the last quarter. Elwood & Goetz Wealth Advisory Group LLC increased its stake in shares of Invesco QQQ by 109.8% in the 3rd quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 602 shares of the exchange traded fund’s stock valued at $445,000 after purchasing an additional 315 shares in the last quarter. Morey & Quinn Wealth Partners LLC increased its stake in shares of Invesco QQQ by 23.6% in the 3rd quarter. Morey & Quinn Wealth Partners LLC now owns 1,835 shares of the exchange traded fund’s stock valued at $1,357,000 after purchasing an additional 350 shares in the last quarter. Finally, Creative Capital Management Investments LLC raised its holdings in Invesco QQQ by 10.4% in the 3rd quarter. Creative Capital Management Investments LLC now owns 583 shares of the exchange traded fund’s stock worth $431,000 after purchasing an additional 55 shares during the period. 44.58% of the stock is owned by institutional investors and hedge funds.

Invesco QQQ Stock Down 1.4%

NASDAQ QQQ opened at $715.34 on Friday. The stock has a 50-day moving average of $725.41 and a 200 day moving average of $678.69. Invesco QQQ has a twelve month low of $555.60 and a twelve month high of $762.86.

Invesco QQQ Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, October 8th. Stockholders of record on Monday, September 21st were given a $0.7514 dividend. This represents a $3.01 dividend on an annualized basis and a dividend yield of 0.4%. This is a drop from Invesco QQQ’s previous quarterly dividend of $0.8135. The ex-dividend date was Monday, September 21st.

Key Headlines Impacting Invesco QQQ

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

  • Positive Sentiment: The Fed’s rate pause avoids an immediate increase in borrowing costs, which could provide some support for growth stocks and QQQ’s technology-heavy portfolio. However, officials indicated that inflation remains a concern and future tightening has not been ruled out. Fed’s Interest Rate Decision: October 28, 2026
  • Neutral Sentiment: U.S. equity ETFs were mixed after midday, reflecting a cautious market rather than a broad-based flight from stocks. QQQ’s exposure to large-cap growth makes it more sensitive than diversified funds to changes in Treasury yields and investor risk appetite. Exchange-Traded Funds Mixed, US Equities Fall After Midday
  • Neutral Sentiment: One analysis notes that QQQ has outperformed the broader U.S. market over the past decade, but favors VTI for a decades-long holding period. The commentary may temper enthusiasm for QQQ as a concentrated long-term portfolio, though it does not alter the fund’s holdings or operations. VTI vs. QQQ: Here’s the ETF I’d Personally Buy and Hold for Decades
  • Negative Sentiment: Alphabet shares fell sharply after disappointing third-quarter results, creating a significant drag on QQQ because Alphabet is a major portfolio holding. The episode highlights the risk that weak results from a single mega-cap company can materially affect the ETF. Alphabet Is Having Its Worst Earnings Day Ever
  • Negative Sentiment: Rising yields, persistent inflation, heavy government borrowing and capital needs tied to artificial-intelligence infrastructure could pressure the elevated valuations of QQQ’s technology holdings. A stronger dollar and the possibility of additional rate increases add to the headwind. Why Rising Rates Could Break the Bull Market Before AI Spending Can Save It

Invesco QQQ Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Invesco QQQ (NASDAQ:QQQ)

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