Wescott Financial Advisory Group LLC Sells 873 Shares of Invesco QQQ $QQQ

Wescott Financial Advisory Group LLC reduced its holdings in Invesco QQQ (NASDAQ:QQQ) by 0.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 146,799 shares of the exchange traded fund’s stock after selling 873 shares during the period. Invesco QQQ comprises about 7.9% of Wescott Financial Advisory Group LLC’s holdings, making the stock its 2nd largest holding. Wescott Financial Advisory Group LLC’s holdings in Invesco QQQ were worth $88,134,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Ledyard National Bank increased its holdings in shares of Invesco QQQ by 10.3% in the 3rd quarter. Ledyard National Bank now owns 1,687 shares of the exchange traded fund’s stock valued at $1,013,000 after purchasing an additional 158 shares during the period. Heritage Wealth Management Inc. CA boosted its holdings in shares of Invesco QQQ by 4.0% during the third quarter. Heritage Wealth Management Inc. CA now owns 2,349 shares of the exchange traded fund’s stock worth $1,411,000 after purchasing an additional 91 shares during the period. Appleton Partners Inc. MA grew its position in Invesco QQQ by 4.6% during the third quarter. Appleton Partners Inc. MA now owns 2,427 shares of the exchange traded fund’s stock valued at $1,457,000 after purchasing an additional 107 shares in the last quarter. Ironwood Investment Counsel LLC increased its stake in Invesco QQQ by 43.7% in the 3rd quarter. Ironwood Investment Counsel LLC now owns 3,675 shares of the exchange traded fund’s stock valued at $2,207,000 after buying an additional 1,117 shares during the period. Finally, Spinnaker Trust increased its stake in Invesco QQQ by 2.5% in the 3rd quarter. Spinnaker Trust now owns 40,479 shares of the exchange traded fund’s stock valued at $24,302,000 after buying an additional 1,003 shares during the period. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Invesco QQQ News Summary

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

• Positive Sentiment: Fed easing expectations could lift growth and tech stocks, a tailwind for QQQ as investors price in a softer policy path. Federal Reserve Watch: The Fed Turns The Corner
• Positive Sentiment: Bullish analyst pieces argue QQQ is technically and fundamentally set up for a breakout and is undervalued relative to rate-driven swings, encouraging buy-the-dip flows. QQQ Poised For A Breakout, JEPQ To Underperform
• Positive Sentiment: Pre-market/updating ETF coverage notes showed early strength in QQQ, which can attract short-term momentum buyers and ETF flows. Invesco QQQ Trust ETF (QQQ) Daily Update, 2-6-2026
• Neutral Sentiment: Commentary urging investors not to panic suggests current volatility could be a cleansing of speculative excess rather than a structural tech collapse — this can stabilize flows but doesn’t guarantee an immediate rebound. Don’t Panic As We Clear Speculative Excess In Crypto, Metals, And Tech
• Negative Sentiment: Reports that Alphabet ramped AI spending spooked investors and weighed on large-cap tech, a direct negative for QQQ because the ETF is heavily concentrated in mega-cap tech names. SPY, QQQ decline as US equities fall: Alphabet’s increased AI spending spooks investors
• Negative Sentiment: Market rotation into value and defensive sectors is gaining momentum, which pressures growth?heavy ETFs like QQQ as money shifts to cyclicals, staples, and dividend names. S&P 500 And XLP: Rotation To Value Funds Just Started
• Negative Sentiment: Broader macro and sentiment concerns—AI hype unwind, layoffs, and recessionary warnings—are cited by several commentators as drivers of a risk-off tilt that can further depress QQQ if sustained. Recessionary Bear Market With The AI Bubble Burst

Invesco QQQ Price Performance

Shares of NASDAQ:QQQ opened at $609.65 on Friday. The firm has a fifty day moving average of $619.69 and a two-hundred day moving average of $602.00. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01.

Invesco QQQ Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were given a dividend of $0.7941 per share. The ex-dividend date of this dividend was Monday, December 22nd. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.69. This represents a $3.18 dividend on an annualized basis and a yield of 0.5%.

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.