Invesco QQQ $QQQ is Stephens Inc. AR’s 4th Largest Position

Stephens Inc. AR raised its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 3.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 258,582 shares of the exchange traded fund’s stock after acquiring an additional 9,384 shares during the period. Invesco QQQ makes up 2.0% of Stephens Inc. AR’s holdings, making the stock its 4th biggest holding. Stephens Inc. AR’s holdings in Invesco QQQ were worth $155,245,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in QQQ. Orgel Wealth Management LLC raised its position in Invesco QQQ by 4.7% in the third quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund’s stock valued at $229,000 after purchasing an additional 17 shares during the period. Enclave Advisors LLC grew its stake in shares of Invesco QQQ by 0.9% in the third quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund’s stock valued at $1,099,000 after buying an additional 17 shares in the last quarter. IFS Advisors LLC grew its stake in shares of Invesco QQQ by 4.1% in the third quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund’s stock valued at $259,000 after buying an additional 17 shares in the last quarter. Mezzasalma Advisors LLC raised its holdings in shares of Invesco QQQ by 0.5% in the 3rd quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund’s stock valued at $1,988,000 after buying an additional 17 shares during the period. Finally, TCV Trust & Wealth Management Inc. lifted its stake in Invesco QQQ by 1.4% during the 3rd quarter. TCV Trust & Wealth Management Inc. now owns 1,246 shares of the exchange traded fund’s stock worth $748,000 after acquiring an additional 17 shares in the last quarter. 44.58% of the stock is owned by hedge funds and other institutional investors.

Invesco QQQ Stock Performance

Shares of Invesco QQQ stock opened at $626.24 on Wednesday. The business has a 50-day moving average of $616.04 and a 200 day moving average of $594.57. Invesco QQQ has a 12 month low of $402.39 and a 12 month high of $637.01.

Invesco QQQ Increases Dividend

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

Trending Headlines about Invesco QQQ

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

• Positive Sentiment: Options flow and derivatives signals point to bullish positioning that could support higher prices for large-cap tech and QQQ in the near term. New Option Indicators Are Signaling Higher Prices
• Positive Sentiment: December core CPI came in a bit softer than expected, which helps the narrative for eventual rate relief and is typically supportive of long-duration growth stocks held in QQQ. December CPI – Core Inflation Up A Bit Less Than Expected
• Positive Sentiment: Early-2026 corporate updates and positive headlines for major tech names (large QQQ holdings) suggest fundamentals and catalysts remain in place for continued upside if sentiment improves. Good News Emerging for These ETFs’ Big Holdings
• Neutral Sentiment: Macro outlook pieces highlight mixed drivers (fiscal flows, bank credit, Fed policy) that could create choppy trading; outcomes depend on incoming data and Fed communication. January 2026 Trading Outlook: Fiscal Flows, Bank Credit, And Fed Policy
• Neutral Sentiment: Regular ETF updates show only modest moves recently for QQQ, signaling the fund is close to equilibrium between buyers and sellers absent a clear macro catalyst. Invesco QQQ Trust ETF (QQQ) Daily Update, 1-13-2026
• Negative Sentiment: Analysis warns of a rotation into value as Fed communications inject rate uncertainty; QQQ’s high P/E and low yield make it vulnerable to a re-pricing if rates stay higher for longer. Tech Wreck or Valuation Reset? Rotating to Value in 2026
• Negative Sentiment: Commentary about stretched AI valuations and the potential for an AI-related correction increases downside risk for QQQ’s biggest holdings if growth expectations cool. The AI Market Bubble Will Pop When…
• Negative Sentiment: Ongoing headlines around Fed leadership and investigations add to policy uncertainty, which typically weighs on high-duration tech names concentrated in QQQ. Traders Are Moving Past Powell’s Investigation: U.S. Stock Index Outlook And Pre-CPI Trading Levels

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.