KW Wealth Management LLC Makes New $796,000 Investment in Invesco QQQ $QQQ

KW Wealth Management LLC purchased a new stake in shares of Invesco QQQ (NASDAQ:QQQ) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 1,326 shares of the exchange traded fund’s stock, valued at approximately $796,000. Invesco QQQ accounts for 1.4% of KW Wealth Management LLC’s holdings, making the stock its 23rd largest position.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Orgel Wealth Management LLC increased its holdings in Invesco QQQ by 4.7% during the 3rd quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund’s stock worth $229,000 after acquiring an additional 17 shares during the period. Enclave Advisors LLC boosted its holdings in Invesco QQQ by 0.9% in the 3rd quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund’s stock valued at $1,099,000 after purchasing an additional 17 shares during the period. IFS Advisors LLC grew its position in shares of Invesco QQQ by 4.1% during the 3rd quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund’s stock valued at $259,000 after purchasing an additional 17 shares in the last quarter. Mezzasalma Advisors LLC increased its holdings in shares of Invesco QQQ by 0.5% in the third quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund’s stock worth $1,988,000 after purchasing an additional 17 shares during the period. Finally, Compass Financial Services Inc increased its holdings in shares of Invesco QQQ by 0.4% in the first quarter. Compass Financial Services Inc now owns 5,001 shares of the exchange traded fund’s stock worth $2,345,000 after purchasing an additional 19 shares during the period. 44.58% of the stock is owned by hedge funds and other institutional investors.

Invesco QQQ News Summary

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 Trading Down 0.0%

Shares of QQQ stock opened at $623.89 on Monday. Invesco QQQ has a 52-week low of $402.39 and a 52-week high of $637.01. The business’s fifty day moving average is $616.25 and its 200 day moving average is $587.30.

Invesco QQQ Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd will be issued 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 an increase from Invesco QQQ’s previous quarterly dividend of $0.69.

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.