Invesco QQQ $QQQ Shares Purchased by GWN Securities Inc.

GWN Securities Inc. increased its holdings in Invesco QQQ (NASDAQ:QQQ) by 7.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,102 shares of the exchange traded fund’s stock after purchasing an additional 1,235 shares during the period. Invesco QQQ makes up 2.1% of GWN Securities Inc.’s portfolio, making the stock its 3rd biggest position. GWN Securities Inc.’s holdings in Invesco QQQ were worth $10,506,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Carrera Capital Advisors increased its holdings in shares of Invesco QQQ by 99.3% in the fourth quarter. Carrera Capital Advisors now owns 2,316 shares of the exchange traded fund’s stock valued at $1,423,000 after purchasing an additional 1,154 shares in the last quarter. Sovran Advisors LLC increased its holdings in shares of Invesco QQQ by 8.0% in the fourth quarter. Sovran Advisors LLC now owns 18,032 shares of the exchange traded fund’s stock valued at $11,212,000 after purchasing an additional 1,340 shares in the last quarter. Corepath Wealth Partners LLC increased its holdings in shares of Invesco QQQ by 19.7% in the fourth quarter. Corepath Wealth Partners LLC now owns 8,723 shares of the exchange traded fund’s stock valued at $5,471,000 after purchasing an additional 1,436 shares in the last quarter. Cane Capital Partners LLC acquired a new stake in shares of Invesco QQQ in the fourth quarter valued at approximately $715,000. Finally, Coyle Financial Counsel LLC increased its holdings in shares of Invesco QQQ by 4.9% in the third quarter. Coyle Financial Counsel LLC now owns 43,458 shares of the exchange traded fund’s stock valued at $26,091,000 after purchasing an additional 2,035 shares in the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Price Performance

Shares of Invesco QQQ stock opened at $693.69 on Thursday. The firm has a 50 day simple moving average of $675.37 and a 200 day simple moving average of $633.67. Invesco QQQ has a fifty-two week low of $523.65 and a fifty-two week high of $748.65.

Invesco QQQ Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Monday, March 23rd were issued 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 0.4%.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: Some market commentary argues the U.S. economy remains resilient and Q2 growth may be accelerating, which supports earnings expectations for large-cap tech holdings. Nowcast Data Suggest U.S. Growth Is Accelerating In Q2
• Positive Sentiment: Several pieces note that the Nasdaq-100 can offer more upside than the S&P 500, reinforcing the long-term appeal of QQQ’s growth-heavy exposure. Should You Invest in the S&P 500 or the Nasdaq-100 Right Now?
• Neutral Sentiment: Articles comparing QQQ with QQQM and VGT are mostly educational, but they keep attention on valuation, index structure, and whether investors prefer a pure tech fund or broader Nasdaq exposure. QQQ vs. QQQM: Same Index, So Which One Should You Actually Buy?
• Neutral Sentiment: Coverage of the SpaceX IPO and possible future Nasdaq-100 inclusion is more of a medium-term index consideration than an immediate driver for QQQ. SpaceX Could Join the Nasdaq-100 Very Soon. Should You Buy the Invesco QQQ Trust Today?
• Negative Sentiment: Hot CPI/inflation headlines are the most relevant near-term drag, since stickier inflation could delay Fed easing and pressure the long-duration tech names that dominate QQQ. CPI Inflation Rate +4.2%: Hottest in 3 Years
• Negative Sentiment: Broader market commentary about a possible market top and stock-market breakdown adds to caution around risk assets, including QQQ. 7 Signs Markets Are Near A Top

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.