WMG Financial Advisors LLC Lowers Stake in Invesco QQQ $QQQ

WMG Financial Advisors LLC lowered its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 44.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,191 shares of the exchange traded fund’s stock after selling 1,766 shares during the quarter. WMG Financial Advisors LLC’s holdings in Invesco QQQ were worth $1,346,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in QQQ. Brighton Jones LLC raised its position in shares of Invesco QQQ by 15.0% during the 4th quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock valued at $19,605,000 after buying an additional 4,989 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Invesco QQQ by 3.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock valued at $2,687,000 after buying an additional 176 shares in the last quarter. Jupiter Wealth Management LLC purchased a new stake in shares of Invesco QQQ during the 2nd quarter valued at $290,000. Wealth Group Ltd. raised its position in shares of Invesco QQQ by 283.7% during the 2nd quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund’s stock valued at $13,587,000 after buying an additional 18,210 shares in the last quarter. Finally, Invesco Ltd. raised its position in shares of Invesco QQQ by 1,057.3% during the 2nd quarter. Invesco Ltd. now owns 33,063 shares of the exchange traded fund’s stock valued at $18,239,000 after buying an additional 30,206 shares in the last quarter. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Invesco QQQ Stock Performance

Invesco QQQ stock opened at $655.11 on Thursday. Invesco QQQ has a fifty-two week low of $452.88 and a fifty-two week high of $655.33. The firm’s fifty day moving average price is $603.84 and its 200-day moving average price is $611.68.

Invesco QQQ Cuts Dividend

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

More Invesco QQQ News

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

• Positive Sentiment: Broad-market and Nasdaq-linked ETFs rose after midday as U.S. equities advanced, lifting demand for QQQ exposure and reinforcing momentum into large-cap tech names. Exchange-Traded Funds Rise as US Equities Advance After Midday
• Positive Sentiment: A risk-on trade following President Trump’s decision to extend a cease-fire with Iran boosted small caps and market breadth — a favorable backdrop for tech-led rallies that benefit QQQ. Russell 2000 Extends Gains as Risk-On Trade Buoys Small Cap Sentiment
• Positive Sentiment: Coverage highlighting why QQQ is rising today points to rotation into AI/mega-cap tech names within the Nasdaq?100, which directly supports QQQ flows and price action. What’s Driving the Invesco QQQ Trust ETF (QQQ) Higher Today 4-22-2026?
• Neutral Sentiment: Major ETFs face a potential volatility test from Tesla’s after?hours earnings report; Tesla’s result could temporarily sway tech-centric funds but the net impact on QQQ depends on the stock’s weight and the earnings surprise. Major ETFs Face Tesla Earnings Test Amid AI Pivot
• Neutral Sentiment: Analysts note the ceasefire extension eases immediate geopolitical risk yet uncertainty remains; fragile geopolitics mean gains could be susceptible to headlines. Will a Ceasefire Extension Provide Relief to Wall Street ETFs?
• Neutral Sentiment: Invesco’s related Income Advantage ETF declared a monthly distribution, a small supportive item for investor demand in the broader QQQ product family, but it’s unlikely to be a major driver. Invesco QQQ Income Advantage ETF declares monthly distribution of $0.4635
• Negative Sentiment: Earlier headlines that Iran refused to attend peace talks and commentary about late?cycle market risks/reminders from Fed testimony inject caution and could reverse risk appetite if escalations recur. Stocks Fall as Iran Refuses to Attend Peace Talks

About Invesco QQQ

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.