WBH Advisory Inc. Boosts Stock Holdings in Invesco QQQ $QQQ

WBH Advisory Inc. grew its position in Invesco QQQ (NASDAQ:QQQ) by 9.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,197 shares of the exchange traded fund’s stock after acquiring an additional 1,056 shares during the quarter. WBH Advisory Inc.’s holdings in Invesco QQQ were worth $7,493,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. PNC Financial Services Group Inc. boosted its stake in Invesco QQQ by 0.3% during the 3rd quarter. PNC Financial Services Group Inc. now owns 3,071,021 shares of the exchange traded fund’s stock worth $1,843,749,000 after purchasing an additional 8,038 shares during the last quarter. Envestnet Asset Management Inc. raised its position in shares of Invesco QQQ by 2.2% in the third quarter. Envestnet Asset Management Inc. now owns 2,986,326 shares of the exchange traded fund’s stock valued at $1,792,901,000 after buying an additional 64,025 shares during the last quarter. Analyst IMS Investment Management Services Ltd. lifted its stake in shares of Invesco QQQ by 68.6% in the fourth quarter. Analyst IMS Investment Management Services Ltd. now owns 1,750,079 shares of the exchange traded fund’s stock worth $1,075,091,000 after buying an additional 712,026 shares in the last quarter. US Bancorp DE lifted its stake in shares of Invesco QQQ by 0.5% in the third quarter. US Bancorp DE now owns 1,378,057 shares of the exchange traded fund’s stock worth $827,346,000 after buying an additional 7,378 shares in the last quarter. Finally, Maxi Investments CY Ltd boosted its position in Invesco QQQ by 8.1% during the third quarter. Maxi Investments CY Ltd now owns 1,235,000 shares of the exchange traded fund’s stock worth $741,457,000 after acquiring an additional 92,700 shares during the last quarter. 44.58% of the stock is owned by institutional investors and hedge funds.

Invesco QQQ Stock Up 0.5%

Shares of NASDAQ QQQ opened at $640.47 on Friday. Invesco QQQ has a 12-month low of $427.93 and a 12-month high of $642.18. The company has a 50-day moving average of $600.91 and a 200 day moving average of $610.32.

Invesco QQQ Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were given a $0.7328 dividend. The ex-dividend date was Monday, March 23rd. This represents a $2.93 dividend on an annualized basis and a dividend yield of 0.5%.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: Wall Street analysts remain constructive on QQQ’s outlook, projecting continued upside over the next 12 months and supporting investor confidence in tech-heavy exposure. Where Will QQQ Be in 12 Months? Wall Street Analysts Have a Clear Answer.
• Positive Sentiment: Pre-market trading and unusual-options flow commentary point to buy-side interest in QQQ today, a near-term technical tailwind that can lift the ETF when large-cap tech names are in demand. Why Is Invesco QQQ Trust ETF (QQQ) Trending Higher Today 4-16-2026?
• Positive Sentiment: Daily ETF flow reports show QQQ near the top of inflows, indicating institutional and retail allocation into the index — flows that mechanically support the ETF’s price. Daily ETF Flows: QQQ SMH Top The List
• Neutral Sentiment: Market tape is mixed: some broad-market ETFs are softer while others are rising — a backdrop that can produce rotation into / out of QQQ depending on headlines and sector leadership. Exchange-Traded Funds Mixed, US Equities Rise After Midday
• Neutral Sentiment: Analysis pieces question whether current accumulation is “premature” given stretched leadership and concentration in a few mega-cap names — a cautionary note that could limit further upside absent fresh fundamentals. Does the QQQ ETF have a bad case of premature accumulation?
• Negative Sentiment: Major macro risks — namely the Iran-related oil shock and resulting inflation pressure — raise the odds of higher rates or a volatility spike, both of which would pressure growth/tech-heavy ETFs like QQQ. (Market commentary highlights oil-driven inflation and Fed implications.)
• Negative Sentiment: Bearish market commentary warns the current rally may be complacent; if volatility reasserts, options hedging and rapid outflows could amplify downside in QQQ. This Rally Won’t End Well

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.