Briaud Financial Planning Inc lifted its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 101.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,633 shares of the exchange traded fund’s stock after acquiring an additional 1,326 shares during the period. Invesco QQQ accounts for approximately 0.5% of Briaud Financial Planning Inc’s investment portfolio, making the stock its 10th biggest holding. Briaud Financial Planning Inc’s holdings in Invesco QQQ were worth $1,939,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. CAP Partners LLC increased its holdings in shares of Invesco QQQ by 3.5% in the first quarter. CAP Partners LLC now owns 444 shares of the exchange traded fund’s stock valued at $256,000 after purchasing an additional 15 shares during the period. Durante & Waters LLC lifted its holdings in shares of Invesco QQQ by 1.1% during the first quarter. Durante & Waters LLC now owns 1,425 shares of the exchange traded fund’s stock worth $822,000 after purchasing an additional 15 shares during the period. Roxbury Financial LLC lifted its holdings in shares of Invesco QQQ by 19.7% during the second quarter. Roxbury Financial LLC now owns 91 shares of the exchange traded fund’s stock worth $67,000 after purchasing an additional 15 shares during the period. GoalVest Advisory LLC boosted its position in Invesco QQQ by 0.5% in the second quarter. GoalVest Advisory LLC now owns 3,016 shares of the exchange traded fund’s stock valued at $2,221,000 after buying an additional 15 shares during the last quarter. Finally, Forty three Eighteen Advisors LLC boosted its position in Invesco QQQ by 0.6% in the first quarter. Forty three Eighteen Advisors LLC now owns 2,694 shares of the exchange traded fund’s stock valued at $1,555,000 after buying an additional 16 shares during the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.
Invesco QQQ Trading Down 1.3%
Shares of NASDAQ:QQQ opened at $707.64 on Wednesday. Invesco QQQ has a twelve month low of $555.60 and a twelve month high of $748.65. The company’s 50 day moving average is $710.99 and its 200 day moving average is $673.40.
Invesco QQQ Increases Dividend
Invesco QQQ News Roundup
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: August ETF flows showed strong demand for Nasdaq-100 funds, alongside S&P 500, gold, bitcoin and short-term Treasury ETFs. Continued inflows can support QQQ by providing buying pressure and signaling sustained investor interest in its large-cap technology holdings. ETF Asset Flow of August: S&P 500 Tops
- Positive Sentiment: QQQ and other AI- and semiconductor-linked ETFs attracted substantial 2026 inflows and benefited from strong performance, underscoring continued confidence in the technology and memory-chip investment themes. These 5 ETFs Have Raked in Cash This Year—What Do They All Have in Common?
- Neutral Sentiment: A comparison with the covered-call ETF TDAQ found that TDAQ narrowly outperformed QQQ since its September 2025 launch, largely through distributions rather than price appreciation. The comparison highlights QQQ’s stronger growth orientation but provides no direct change to its underlying outlook. TDAQ: A 17% Yielding Covered Call ETF Really Can Outperform QQQ, But Not In The Long Run
- Negative Sentiment: Broad U.S. equity ETFs moved lower during trading, indicating risk-off pressure that likely weighed on QQQ and other growth-sensitive funds. Exchange-Traded Funds Decline as US Equities Fall After Midday
- Negative Sentiment: Reports that the Federal Reserve could raise interest rates in September increased pressure on high-valuation technology stocks, since higher rates reduce the present value of future earnings. The U.S. Struck Iran Again On Sunday: A September Rate Hike Is Now The Base Case
- Negative Sentiment: Concerns that AI spending is approaching unsustainable levels, combined with QQQ’s heavy exposure to a small group of technology leaders, raised the risk of valuation-driven volatility if upcoming company results disappoint. The AI Bubble Is Entering Its Most Dangerous Phase As Spending Nears $1 Trillion
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.
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