Goldstone Financial Group LLC Boosts Stock Holdings in Invesco QQQ $QQQ

Goldstone Financial Group LLC increased its stake in Invesco QQQ (NASDAQ:QQQ) by 1.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 62,692 shares of the exchange traded fund’s stock after buying an additional 1,039 shares during the period. Invesco QQQ accounts for about 4.5% of Goldstone Financial Group LLC’s portfolio, making the stock its 2nd largest position. Goldstone Financial Group LLC’s holdings in Invesco QQQ were worth $37,638,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC increased its holdings in Invesco QQQ by 15.0% during the 4th quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock worth $19,605,000 after purchasing an additional 4,989 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Invesco QQQ by 3.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock worth $2,687,000 after buying an additional 176 shares in the last quarter. American Century Companies Inc. bought a new position in shares of Invesco QQQ during the 1st quarter worth $3,442,000. Trexquant Investment LP increased its stake in shares of Invesco QQQ by 45.5% during the first quarter. Trexquant Investment LP now owns 1,567 shares of the exchange traded fund’s stock valued at $735,000 after buying an additional 490 shares during the period. Finally, Calton & Associates Inc. raised its holdings in shares of Invesco QQQ by 61.2% in the first quarter. Calton & Associates Inc. now owns 40,278 shares of the exchange traded fund’s stock valued at $18,887,000 after acquiring an additional 15,288 shares in the last quarter. 44.58% of the stock is owned by hedge funds and other institutional investors.

Invesco QQQ Stock Down 0.0%

NASDAQ:QQQ opened at $623.89 on Monday. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01. The company has a 50-day moving average of $616.25 and a 200 day moving average of $587.30.

Invesco QQQ Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd will be given a $0.7941 dividend. This represents a $3.18 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Monday, December 22nd. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69.

Invesco QQQ News Roundup

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

• Positive Sentiment: Analysts and managers telling investors to load up on tech ETFs heading into 2026 — a tailwind for QQQ as it concentrates large-cap tech exposure. 3 Tech ETFs To Load Up on Before 2026
• Positive Sentiment: Several bullish pieces argue the tech rotation will resume and that 2026 could be a comeback year for big tech, supporting demand for QQQ’s mega-cap constituents. The Rotation Fear Won’t Last; Betting On Tech’s 2026 Comeback
• Neutral Sentiment: Daily ETF updates summarize recent modest gains/losses in QQQ and market breadth — useful for flow/context but not a single catalyst. QQQ ETF daily update, 12/26/2025
• Neutral Sentiment: TipRanks daily recap notes modest QQQ movement amid broader market strength — more informational than catalytic. QQQ ETF Daily Update, 12/25/2025
• Neutral Sentiment: Small institutional trimming: Dale Q. Rice Investment Management sold ~982 shares of QQQ (a 6.4% reduction of its tiny position) — not a major flow signal for a large ETF. Invesco QQQ $QQQ Shares Sold by Dale Q Rice Investment Management Ltd
• Negative Sentiment: Multiple Seeking Alpha pieces warn of P/E compression and broader repricing risks for the S&P 500/tech in 2026 — a direct headwind for QQQ’s growth‑heavy index if valuation multiples contract. 2026 S&P 500 Outlook: A Multiple Compression, In Spite Of Earnings Growth
• Negative Sentiment: Calls for a broad rotation to value and warnings that volatility‑selling (which boosted markets) may be ending could reduce the momentum premium that benefited QQQ this year. Forget Big Tech – I Think We’re Looking At A Big Rotation To Value Volatility Selling Is Driving The Market Higher And May Be About To End
• Negative Sentiment: Other macro/structural pieces highlight valuation risk and reasons to hedge into 2026 — suggesting caution for concentrated tech exposure like QQQ. SPY: Structural Risk To Valuation Requires Caution Or Hedges For 2026

Invesco QQQ Profile

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.