Private Wealth Group LLC Raises Holdings in Invesco QQQ $QQQ

Private Wealth Group LLC increased its stake in shares of Invesco QQQ (NASDAQ:QQQFree Report) by 24.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,530 shares of the exchange traded fund’s stock after acquiring an additional 1,267 shares during the quarter. Invesco QQQ makes up 1.9% of Private Wealth Group LLC’s investment portfolio, making the stock its 13th largest position. Private Wealth Group LLC’s holdings in Invesco QQQ were worth $4,809,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of the stock. Carrera Capital Advisors raised its position in Invesco QQQ by 99.3% during the 4th 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 during the last quarter. Flatrock Wealth Partners LLC bought a new stake in shares of Invesco QQQ in the 1st quarter worth approximately $924,000. Hegarty Advisors LLC bought a new stake in shares of Invesco QQQ in the 1st quarter worth approximately $2,212,000. Ascension Capital Advisors Inc. increased its stake in shares of Invesco QQQ by 643.8% during the first quarter. Ascension Capital Advisors Inc. now owns 3,094 shares of the exchange traded fund’s stock valued at $1,786,000 after buying an additional 2,678 shares during the period. Finally, Asset Allocation Strategies LLC purchased a new position in shares of Invesco QQQ during the first quarter valued at approximately $18,142,000. 44.58% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Invesco QQQ

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

  • Positive Sentiment: Investors directed billions into broad U.S. equity ETFs and mega-cap technology leaders this week, signaling continued demand for the large Nasdaq-listed companies that heavily influence QQQ. Broad Market Momentum and Defensive Pivots: This Week’s Top ETF Flows
  • Positive Sentiment: A weaker-than-expected July employment report has reduced expectations for additional Fed rate hikes and increased hopes for easier monetary policy. Lower interest-rate expectations generally benefit growth and technology stocks by improving the value of future earnings. July Payrolls: Bad News Is Good Again
  • Positive Sentiment: Nasdaq-focused ETFs and broader U.S. equity indicators advanced after midday, reinforcing the market’s current tech-led momentum and providing a favorable backdrop for QQQ. Exchange-Traded Funds Rise as US Equities Advance After Midday
  • Neutral Sentiment: Analysts continue to debate whether the Nasdaq rally can extend through the second half of 2026. Potential catalysts include artificial-intelligence investment and easing financial conditions, while elevated valuations and earnings volatility remain key risks. A Guide to Nasdaq ETF Investing
  • Negative Sentiment: Some investors are rotating defensively into ultra-short Treasuries, gold and healthcare, suggesting that geopolitical uncertainty and volatility are limiting broader risk appetite. A hotter-than-expected July CPI report could also revive inflation concerns and pressure high-growth technology valuations. July CPI Inflation Could Come in Hot

Invesco QQQ Stock Performance

Shares of Invesco QQQ stock opened at $723.03 on Friday. The business has a 50 day moving average of $714.18 and a 200 day moving average of $661.14. Invesco QQQ has a 52 week low of $555.60 and a 52 week high of $748.65.

Invesco QQQ Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 10th. Shareholders of record on Monday, June 22nd were given a dividend of $0.8135 per share. This represents a $3.25 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Monday, June 22nd. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.73.

Invesco QQQ Profile

(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.

Further Reading

Want to see what other hedge funds are holding QQQ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco QQQ (NASDAQ:QQQFree Report).

Institutional Ownership by Quarter for Invesco QQQ (NASDAQ:QQQ)

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