Sherman Wealth Management LLC Takes Position in Invesco QQQ $QQQ

Sherman Wealth Management LLC bought a new position in Invesco QQQ (NASDAQ:QQQ) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 1,686 shares of the exchange traded fund’s stock, valued at approximately $1,036,000. Invesco QQQ makes up 0.9% of Sherman Wealth Management LLC’s portfolio, making the stock its 29th biggest holding.

Other large investors have also bought and sold shares of the company. Goodman Advisory Group LLC bought a new position in Invesco QQQ in the 3rd quarter valued at $25,000. Shcp LLC bought a new stake in shares of Invesco QQQ during the third quarter worth $27,000. Navigoe LLC increased its stake in shares of Invesco QQQ by 300.0% in the third quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock valued at $36,000 after buying an additional 45 shares in the last quarter. Measured Wealth Private Client Group LLC acquired a new stake in shares of Invesco QQQ in the third quarter valued at $40,000. Finally, PayPay Securities Corp raised its holdings in shares of Invesco QQQ by 78.9% in the third quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock valued at $41,000 after buying an additional 30 shares during the last quarter. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ Trading Down 0.8%

Shares of NASDAQ QQQ opened at $558.28 on Tuesday. The firm’s 50-day simple moving average is $604.81 and its 200 day simple moving average is $609.63. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01.

Invesco QQQ Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Monday, March 23rd were paid a $0.7328 dividend. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.93 dividend on an annualized basis and a dividend yield of 0.5%.

Invesco QQQ News Roundup

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

• Positive Sentiment: Pre-market strength flagged by a daily update — TipRanks noted QQQ was up in pre-market trade, indicating some intraday buying interest after early weakness. Invesco QQQ Trust ETF (QQQ) Daily Update, 3-30-2026
• Positive Sentiment: Some analysts argue the recent pullback was a healthy correction and could set up a sharper rebound for risk assets, which would support QQQ if tech-led leadership resumes. We Got The Anticipated Correction; Now We Can Get Bullish
• Positive Sentiment: Markets may be poised for a rebound after several down weeks — a technical bounce in SPY/large caps could lift QQQ if momentum shifts back to growth names. SPY: After 5 Down Weeks, Here’s Why A Sharp Rebound Could Be Coming
• Neutral Sentiment: Midday ETF flow was mixed — broad-market ETFs showed divergence (IWM down, IVV up), reflecting rotation between small-cap and large-cap exposures that can leave QQQ directionless until a clear leadership trend emerges. Exchange-Traded Funds, US Equities Mixed After Midday
• Neutral Sentiment: Fund comparison: IWM vs QQQ notes similar short-term returns but different dividend/yield and long-term growth profiles — investors may rebalance between small-cap value and QQQ’s large-cap growth, affecting flows. IWM vs. QQQ: How Small-Cap Diversification Compares to Large-Cap Growth for Investors
• Neutral Sentiment: Commentary on “friction” and market structure suggests higher trading costs/illiquidity could intermittently amplify moves in ETFs like QQQ but is not a directional signal by itself. The Return Of Friction
• Neutral Sentiment: Short market notes and weekly pulses are focusing on war-related headlines; these keep volatility elevated and make QQQ’s near-term path less predictable. Weekly Market Pulse: War – What Is It Good For?
• Negative Sentiment: Geopolitical escalation (U.S.-Iran tensions and Pentagon preparations) is driving risk-off flows; energy and safety plays are outperforming while mega-cap tech and QQQ face pressure. Global Economy Faces Crossroads As Pentagon Preps Ground Assault
• Negative Sentiment: Analysis warning of a potential market top—citing energy shocks, rising rates, and weakening internals—implies downside risk for QQQ if growth multiples compress further. Is This A Major Market Top? Energy Shock, Rising Rates, And Weakening Internals
• Negative Sentiment: Macro data risk: a strong jobs report could keep Fed policy tighter for longer, pressuring growth multiples and tech-heavy QQQ. A Strong Jobs Report May Be Bad News For The Market
• Negative Sentiment: Concerns over the weakest performance among the S&P’s largest stocks argues against a bullish stance on concentrated indices like QQQ until breadth improves. S&P 500: 10 Biggest Stocks Look So Bad, I Can’t Be Bullish

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.