Perissos Private Wealth Management LLC Has $1.39 Million Stake in Invesco QQQ $QQQ

Posted by Brenda Bartman on May 27th, 2026

Perissos Private Wealth Management LLC lowered its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 87.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,266 shares of the exchange traded fund’s stock after selling 16,026 shares during the quarter. Perissos Private Wealth Management LLC’s holdings in Invesco QQQ were worth $1,392,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in QQQ. Goodman Advisory Group LLC acquired a new position in shares of Invesco QQQ in the third quarter valued at approximately $25,000. Shcp LLC acquired a new position in shares of Invesco QQQ in the third quarter valued at approximately $27,000. Annis Gardner Whiting Capital Advisors LLC increased its stake in shares of Invesco QQQ by 2,150.0% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock valued at $28,000 after buying an additional 43 shares during the period. Rachor Investment Advisory Services LLC acquired a new position in shares of Invesco QQQ in the fourth quarter valued at approximately $29,000. Finally, Measured Wealth Private Client Group LLC acquired a new position in shares of Invesco QQQ in the third quarter valued at approximately $40,000. Institutional investors and hedge funds own 44.58% of the company’s stock.

More Invesco QQQ News

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

Positive Sentiment: Broad market ETFs were higher in afternoon trading, suggesting ongoing support for large-cap growth and index funds like QQQ. Exchange-Traded Funds Rise, US Equities Mixed After Midday
Positive Sentiment: Commentary highlighted QQQ’s recent strength, noting that the ETF has been trending upward over the past several sessions and remains a focal point for investors seeking exposure to Nasdaq-100 leaders. Why Is Invesco QQQ Trust ETF (QQQ) Rising Today, 5/26/26?
Neutral Sentiment: Multiple articles simply recapped QQQ’s structure and performance profile, reinforcing its role as a core large-cap growth ETF but not pointing to any new catalyst. Should Invesco QQQ (QQQ) Be on Your Investing Radar?
Negative Sentiment: One report warned that a potential fast-track inclusion of SpaceX in the Nasdaq-100 could create technical rebalancing risk for QQQ, which may pressure the ETF if index changes force large adjustments. SpaceX’s IPO Could Create a Hidden Risk for Nasdaq-100 ETF Investors

Invesco QQQ Stock Up 1.8%

Invesco QQQ stock opened at $730.28 on Wednesday. The business has a 50 day moving average of $643.93 and a 200-day moving average of $624.45. Invesco QQQ has a 1 year low of $511.93 and a 1 year high of $731.17.

Invesco QQQ Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders 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 annualized dividend and a dividend yield of 0.4%.

About Invesco QQQ

(Free Report)

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.