Luken Investment Analytics LLC Cuts Stake in Invesco QQQ $QQQ

Posted by Stanley Muller on Aug 24th, 2026

Luken Investment Analytics LLC cut its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,354 shares of the exchange traded fund’s stock after selling 798 shares during the period. Invesco QQQ makes up about 7.0% of Luken Investment Analytics LLC’s investment portfolio, making the stock its 5th largest holding. Luken Investment Analytics LLC’s holdings in Invesco QQQ were worth $20,143,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Woodward Diversified Capital LLC increased its position in Invesco QQQ by 16.2% in the 2nd quarter. Woodward Diversified Capital LLC now owns 783 shares of the exchange traded fund’s stock valued at $577,000 after acquiring an additional 109 shares during the period. North Star Investment Management Corp. increased its holdings in shares of Invesco QQQ by 0.3% during the second quarter. North Star Investment Management Corp. now owns 19,390 shares of the exchange traded fund’s stock valued at $14,278,000 after purchasing an additional 60 shares during the period. MBA Advisors LLC raised its stake in shares of Invesco QQQ by 66.8% during the second quarter. MBA Advisors LLC now owns 1,044 shares of the exchange traded fund’s stock valued at $769,000 after purchasing an additional 418 shares in the last quarter. Angeles Wealth Management LLC lifted its holdings in Invesco QQQ by 157.9% in the second quarter. Angeles Wealth Management LLC now owns 5,512 shares of the exchange traded fund’s stock worth $4,064,000 after purchasing an additional 3,375 shares during the period. Finally, Total Wealth Planning & Management Inc. grew its position in Invesco QQQ by 1.5% in the 2nd quarter. Total Wealth Planning & Management Inc. now owns 2,706 shares of the exchange traded fund’s stock valued at $1,993,000 after buying an additional 39 shares in the last quarter. 44.58% of the stock is owned by institutional investors.

Invesco QQQ Price Performance

Invesco QQQ stock opened at $713.44 on Monday. The company’s 50-day moving average price is $713.76 and its two-hundred day moving average price is $668.31. Invesco QQQ has a 52 week low of $555.60 and a 52 week high of $748.65.

Invesco QQQ Increases Dividend

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

Key Invesco QQQ News

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

Positive Sentiment: U.S. equities and exchange-traded funds advanced after midday, providing a favorable backdrop for QQQ’s Nasdaq-100 holdings. Exchange-Traded Funds Rise as US Equities Advance After Midday
Positive Sentiment: An analysis describing a relatively inexpensive way to own artificial-intelligence exposure may reinforce demand for established technology companies represented heavily in QQQ. The Boring Way To Own AI Is Now The Cheap Way
Positive Sentiment: Technical market commentary identified key support and resistance levels for QQQ and major holdings including Apple, Microsoft, Nvidia, Alphabet, Meta and Tesla, potentially encouraging dip-buying if support holds. How To Trade SPY, QQQ And 6 Mega Caps
Neutral Sentiment: Market coverage said stocks were attempting to rebound while yields moved higher, leaving QQQ caught between improving risk appetite and pressure from higher borrowing costs. Markets Try To Bounce Back As Yields Head Higher
Neutral Sentiment: Debate over Treasury policy, inflation, monetary support and U.S. market leadership is adding uncertainty to the interest-rate outlook, an important driver of growth-stock valuations. War, Inflation, And The Battle For Market Leadership
Negative Sentiment: Credit-market risks may be underappreciated by AI-focused stocks, raising concerns about concentrated valuations and potential volatility among QQQ’s technology holdings. AI Stocks May Be Ignoring A Growing Risk Seen In Credit Markets
Negative Sentiment: A hawkish interpretation of Federal Reserve minutes and the recent bond selloff could keep interest rates elevated, which generally weighs on high-growth technology stocks. Fed Minutes Lean Hawkish, But We Don’t Expect A Hike

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.