Spire Wealth Management Has $19.02 Million Holdings in Invesco QQQ $QQQ

Spire Wealth Management trimmed its stake in Invesco QQQ (NASDAQ:QQQ) by 34.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,684 shares of the exchange traded fund’s stock after selling 16,445 shares during the period. Spire Wealth Management’s holdings in Invesco QQQ were worth $19,022,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of QQQ. Morgan Dempsey Capital Management LLC bought a new position in shares of Invesco QQQ during the second quarter worth about $30,000. Navigoe LLC lifted its position in shares of Invesco QQQ by 300.0% in the 3rd quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock worth $36,000 after purchasing an additional 45 shares during the period. Marshall & Sullivan Inc. WA bought a new stake in shares of Invesco QQQ in the 2nd quarter valued at $41,000. PayPay Securities Corp increased its position in shares of Invesco QQQ by 78.9% during the third quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock worth $41,000 after buying an additional 30 shares during the period. Finally, Moser Wealth Advisors LLC increased its position in shares of Invesco QQQ by 930.0% during the second quarter. Moser Wealth Advisors LLC now owns 103 shares of the exchange traded fund’s stock worth $57,000 after buying an additional 93 shares during the period. 44.58% of the stock is owned by institutional investors.

Invesco QQQ Stock Performance

QQQ stock opened at $624.19 on Thursday. The company’s fifty day simple moving average is $616.15 and its 200 day simple moving average is $591.86. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01.

Invesco QQQ Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid a $0.7941 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%. This is a positive change 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: Recent ETF flow/performance note: TipRanks reported the Invesco QQQ ETF gained 0.88% on Tuesday, signaling near-term buying momentum in the Nasdaq‑100 that supports QQQ. QQQ ETF Daily Update, 1-7-2026
• Positive Sentiment: Narrative support from history: The Motley Fool article argues the Nasdaq‑100 has historically outperformed other indexes, reinforcing a case for persistent investor demand for QQQ at highs. Should You Buy the Invesco QQQ ETF With the Nasdaq at an All-Time High? Here’s What History Says
• Positive Sentiment: Index composition boost: Western Digital’s addition to the Nasdaq‑100 highlights the index’s AI/data‑center exposure — a thematic tailwind for QQQ’s tech-heavy roster. Western Digital’s Nasdaq-100 Entry Caps Its AI-Driven Comeback (QQQ)
• Positive Sentiment: AI growth thesis: Coverage (Seeking Alpha) on the AI productivity boom supports optimism for large‑cap tech earnings and multiples — a structural positive for QQQ. Riding The Wave Of The AI Productivity Boom
• Neutral Sentiment: New product launch: TappAlpha and Tuttle Capital launched light‑leveraged Nasdaq‑100 ETFs (T² Lift series). Could attract some risk‑seeking flows away from core ETFs, but unclear near‑term impact on QQQ. TappAlpha and Tuttle Capital Management Launch T² Lift™ Series
• Neutral Sentiment: Legal/regulatory risk watch: A Seeking Alpha piece flags a Supreme Court case with ~$133B at stake — could create idiosyncratic risk for affected names but not a broad, immediate QQQ driver. $133 Billion At Risk: The Supreme Court Case Markets Misunderstand
• Neutral Sentiment: Mixed macro views and 2026 predictions: Multiple commentary pieces offer bullish and bearish scenarios — keeps investor positioning varied and volume-driven moves likely. Macro Insights: 2026 Market Outlook From 100+ Seeking Alpha Analysts
• Negative Sentiment: Inflation/Fed risk: Seeking Alpha warns that a surge in U.S. services inflation clouds the Fed rate‑cut outlook — a postponed easing cycle would pressure growth/tech multiples that drive QQQ. Soaring U.S. Services Clouds The Fed Rate Cut Story
• Negative Sentiment: Near‑term market caution: Market headlines noted the Nasdaq dipping as traders await a slate of economic data — signals short‑term volatility and profit‑taking risk for QQQ. Stock Market Today: Dow Futures Rise, S&P 500, Nasdaq Drops As Street Awaits Slew Of Economic…
• Negative Sentiment: Macro weakness signals: Labor‑market signs (blue‑collar weakness) and other warnings raise recession‑concern headlines that can trigger risk‑off moves in cyclical and growth‑sensitive names inside QQQ. Blue-Collar Jobs Are Hurting

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.