Base Wealth Management LLC Has $10.15 Million Stock Holdings in Invesco QQQ $QQQ

Base Wealth Management LLC raised its stake in Invesco QQQ (NASDAQ:QQQ) by 7.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,904 shares of the exchange traded fund’s stock after purchasing an additional 1,223 shares during the quarter. Invesco QQQ accounts for about 5.8% of Base Wealth Management LLC’s portfolio, making the stock its 7th biggest position. Base Wealth Management LLC’s holdings in Invesco QQQ were worth $10,148,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of QQQ. Orgel Wealth Management LLC boosted 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 last quarter. Enclave Advisors LLC lifted its position in shares of Invesco QQQ by 0.9% during the third 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 in the last quarter. IFS Advisors LLC lifted its position in shares of Invesco QQQ by 4.1% during the third 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 boosted its holdings in Invesco QQQ by 0.5% during 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 last quarter. Finally, LifeWealth Investments LLC boosted its holdings in Invesco QQQ by 3.0% during the third quarter. LifeWealth Investments LLC now owns 617 shares of the exchange traded fund’s stock worth $370,000 after purchasing an additional 18 shares during the last quarter. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Invesco QQQ Trading Down 0.5%

NASDAQ:QQQ opened at $620.87 on Tuesday. Invesco QQQ has a 52 week low of $402.39 and a 52 week high of $637.01. The firm has a 50-day moving average price of $616.44 and a two-hundred day moving average price of $587.91.

Invesco QQQ Increases Dividend

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

More Invesco QQQ News

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

• Positive Sentiment: Analysts are upgrading the S&P 500 outlook for 2026 and expressing cautious optimism about the coming year, which supports risk assets including tech‑heavy QQQ. S&P 500 Outlook, 2026: Stay Alert But Optimistic (Rating Upgrade)
• Positive Sentiment: Macro and earnings forecasts that point to high single‑digit gains for major indexes in 2026 imply upside for growth/tech exposure embedded in QQQ. 2026 S&P 500 Outlook: Earnings Growth, Macro Are Supportive Of High Single‑Digit Gains
• Positive Sentiment: A dedicated 2026 market outlook highlights technology as a key area of strength, which is directly supportive for QQQ’s holdings. Market Outlook 2026: Technology, Precious Metals, And Commodities
• Neutral Sentiment: Weekly indicator data show a weak USD and strong commodities — typically favorable for risk assets but not a direct driver of QQQ flows; impact is mixed. Weekly Indicators: USD Very Weak, Commodities Very Strong, Withholding Tax Payments Rebound
• Neutral Sentiment: Macro positioning pieces discussing strategies for a high‑growth, high‑inflation environment may shift allocations but contain mixed signals for growth equity flows. How I’m Betting Big On A High‑Growth, High‑Inflation World
• Negative Sentiment: Pre‑market update showed QQQ down, reflecting immediate intraday selling pressure and risk‑off positioning. QQQ ETF Daily Update, 12/29/2025
• Negative Sentiment: Rising Japanese interest rates are flagged as a new source of global market risk, which can trigger cross‑asset volatility and pressure risk assets like QQQ. Rising Japanese Rates Are Creating New Risks For Global Markets
• Negative Sentiment: Some commentators warn of a volatile January and the risk of a bear market onset, which raises near‑term downside risk for high‑beta/tech‑heavy ETFs such as QQQ. Brace For Volatile January, And The Likely Beginning Of A Bear Market
• Neutral Sentiment: Short daily market briefs summarize mixed headlines; useful for context but less likely to move QQQ by themselves. The 1‑Minute Market Report, December 28, 2025

Invesco QQQ Company 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.