Koss Olinger Consulting LLC lowered its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 27.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,158 shares of the exchange traded fund’s stock after selling 1,191 shares during the period. Koss Olinger Consulting LLC’s holdings in Invesco QQQ were worth $1,940,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Sovran Advisors LLC lifted its holdings in Invesco QQQ by 8.0% during the 4th quarter. Sovran Advisors LLC now owns 18,032 shares of the exchange traded fund’s stock worth $11,212,000 after buying an additional 1,340 shares during the period. Corepath Wealth Partners LLC lifted its holdings in Invesco QQQ by 19.7% during the 4th quarter. Corepath Wealth Partners LLC now owns 8,723 shares of the exchange traded fund’s stock worth $5,471,000 after buying an additional 1,436 shares during the period. Strengthening Families & Communities LLC acquired a new position in Invesco QQQ during the 3rd quarter worth about $10,771,000. Cane Capital Partners LLC acquired a new position in Invesco QQQ during the 4th quarter worth about $715,000. Finally, Coyle Financial Counsel LLC lifted its holdings in Invesco QQQ by 4.9% during the 3rd quarter. Coyle Financial Counsel LLC now owns 43,458 shares of the exchange traded fund’s stock worth $26,091,000 after buying an additional 2,035 shares during the period. Institutional investors own 44.58% of the company’s stock.
Invesco QQQ Stock Up 0.4%
Shares of QQQ opened at $738.31 on Friday. Invesco QQQ has a 12 month low of $511.93 and a 12 month high of $741.63. The stock’s 50-day moving average price is $652.03 and its two-hundred day moving average price is $626.95.
Invesco QQQ Cuts Dividend
Key Invesco QQQ News
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: Tech leadership remains intact, with market coverage noting that AI-driven stocks are helping push broader indexes and Nasdaq futures higher despite geopolitical noise and softer trading volume. S&P 500, Nasdaq, Dow Futures Rise As AI-Driven Tech Rally Overpowers ‘Defensive’ Iran Strikes: ONDS, NBIS, RCAT, SNOW In Focus
- Positive Sentiment: A separate market note said pre-market trading was mostly up, suggesting continued support for risk assets and large-cap growth exposure like QQQ. Pre-Markets Mostly Up on Lower Volume, Trade & Inventory Reports
- Neutral Sentiment: Consumer sentiment hit a record low, but the same report argued the broader economy remains solid, which could keep investors focused on growth stocks rather than a sharp recession trade-off. Consumer Sentiment Hits Record Low – Economy Stays Solid
- Neutral Sentiment: Several commentary pieces warned about stretched valuations, “liquidity bubble” concerns, and the possibility that value stocks or other global ETFs could outperform tech, which may temper enthusiasm for QQQ if sentiment turns. This Global ETF Beat the Nasdaq-100 for Most of the Past Year. Should You Buy It? The AI Black Box: SpaceX, Hyperscalers, And The Liquidity Bubble Beneath The Rally
- Negative Sentiment: Higher-for-longer interest-rate commentary and inflation concerns could pressure growth multiples, especially for the large-cap tech names that dominate QQQ. The Fed Needs To Invert The Yield Curve And Hike To Above 5 Percent PCE Inflation Surges Further Away From Fed’s Target, Now Nearly Double The Fed’s Target, And 5+ Years Above Target
- Negative Sentiment: Coverage on weak chip stocks and talk that the Nasdaq recently lagged due to semiconductor softness highlights a risk to QQQ’s biggest holdings if AI and semiconductor momentum fades. Dow Closes At Record Highs On Iran Truce Optimism, While Nasdaq Snaps Four-Day Win Streak On Weak Chip Stocks — META, BA, AAL, DY, VRRM In Focus
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.
Further Reading
- Five stocks we like better than Invesco QQQ
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- Dollar Tree Keeps Winning After Family Dollar Divorce
- Apple’s Agentic AI Plans Could Be Its Biggest Growth Story Yet
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