Invesco QQQ $QQQ Shares Purchased by Montag A & Associates Inc.

Posted by Francis Steltz on Jul 8th, 2026

Montag A & Associates Inc. boosted its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 12.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,639 shares of the exchange traded fund’s stock after acquiring an additional 1,083 shares during the quarter. Montag A & Associates Inc.’s holdings in Invesco QQQ were worth $5,563,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. University of Texas Texas AM Investment Management Co. bought a new stake in Invesco QQQ during the fourth quarter worth approximately $25,000. Shcp LLC bought a new position in shares of Invesco QQQ in the third quarter valued at $27,000. Annis Gardner Whiting Capital Advisors LLC increased its holdings 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 in the last quarter. Rachor Investment Advisory Services LLC acquired a new stake in shares of Invesco QQQ during the 4th quarter valued at $29,000. Finally, Islay Capital Management LLC bought a new stake in shares of Invesco QQQ during the 4th quarter worth $32,000. Institutional investors own 44.58% of the company’s stock.

Trending Headlines about Invesco QQQ

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

Positive Sentiment: SpaceX’s addition to the Nasdaq-100 could boost passive index inflows and highlights the continued appetite for high-growth names inside QQQ. Invesco QQQ investors will gain indirect exposure to SpaceX through the index. Article Title
Positive Sentiment: Several articles note that SpaceX’s Nasdaq-100 inclusion should trigger buying from funds that track the index, which can create a short-term tailwind for QQQ as index rebalancing flows come in. Article Title
Positive Sentiment: Analysts reportedly see strong upside in SpaceX, and broader enthusiasm around major AI and tech names may support sentiment for Nasdaq-linked ETFs like QQQ. Article Title
Neutral Sentiment: BlackRock is launching a cheaper Nasdaq-100 ETF, which could increase competition for QQQ over time, though the immediate impact is likely limited. Article Title
Negative Sentiment: Broad market weakness hit Nasdaq futures and tech shares as higher yields and oil prices pressured growth stocks, a headwind for QQQ’s heavy exposure to megacap technology. Article Title
Negative Sentiment: Technical analysts warned the Nasdaq-100 may be forming a reversal pattern, with one article calling out a potential “diamond top” in QQQ, which could weigh on momentum traders. Article Title
Negative Sentiment: Commentary about the AI trade being “overheated” and warnings about a possible bubble in growth stocks may add to selling pressure in QQQ’s largest holdings. Article Title

Invesco QQQ Stock Performance

Shares of NASDAQ QQQ opened at $709.43 on Wednesday. The stock’s fifty day simple moving average is $714.87 and its 200 day simple moving average is $648.06. Invesco QQQ has a 52-week low of $551.10 and a 52-week high of $748.65.

Invesco QQQ Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 10th. Investors of record on Monday, June 22nd will be paid a $0.8135 dividend. The ex-dividend date of this dividend is Monday, June 22nd. This represents a $3.25 dividend on an annualized basis and a yield of 0.5%. 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.