MorganRosel Wealth Management LLC boosted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 12.3% in the third quarter, Holdings Channel.com reports. The fund owned 15,221 shares of the exchange traded fund’s stock after buying an additional 1,666 shares during the quarter. Invesco QQQ comprises about 2.4% of MorganRosel Wealth Management LLC’s portfolio, making the stock its 13th largest holding. MorganRosel Wealth Management LLC’s holdings in Invesco QQQ were worth $9,138,000 at the end of the most recent reporting period.
Several other large investors also recently bought and sold shares of QQQ. Fifth Third Securities Inc. raised its stake in shares of Invesco QQQ by 2.6% in the 3rd quarter. Fifth Third Securities Inc. now owns 109,863 shares of the exchange traded fund’s stock valued at $65,959,000 after purchasing an additional 2,822 shares in the last quarter. SK Wealth Management LLC acquired a new position in Invesco QQQ in the third quarter worth about $803,000. BCGM Wealth Management LLC increased its holdings in Invesco QQQ by 13.6% in the second quarter. BCGM Wealth Management LLC now owns 25,597 shares of the exchange traded fund’s stock valued at $14,120,000 after buying an additional 3,066 shares during the last quarter. Prospect Financial Services LLC increased its holdings in Invesco QQQ by 9.1% in the second quarter. Prospect Financial Services LLC now owns 11,765 shares of the exchange traded fund’s stock valued at $6,490,000 after buying an additional 986 shares during the last quarter. Finally, Wisconsin Wealth Advisors LLC raised its stake in Invesco QQQ by 21.2% during the second quarter. Wisconsin Wealth Advisors LLC now owns 6,747 shares of the exchange traded fund’s stock valued at $3,722,000 after buying an additional 1,179 shares in the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.
Key Headlines Impacting Invesco QQQ
Here are the key news stories impacting Invesco QQQ this week:
- Positive Sentiment: AI/semiconductor strength could lift QQQ because Nvidia and other megacaps are large index weights; coverage highlights Nvidia as a key ETF propellant. Nvidia Can Propel These ETFs
- Positive Sentiment: Some market commentary argues for continued policy or fiscal support narratives (“Trump QE”) and momentum into 2026, which can keep large-cap tech in demand. Don’t Fight The Trump QE
- Neutral Sentiment: Daily ETF updates show recent volatility: QQQ fell modestly yesterday, reflecting mixed index performance and rotation. This keeps near-term trading choppy. QQQ ETF Daily Update, 1/9/2026
- Neutral Sentiment: Market takes the December payrolls release as mixed — headline jobs were weak vs prior, but the unemployment rate declined; this creates uncertainty rather than a clear directional catalyst. Non-farm Payrolls: Good News & Bad News
- Negative Sentiment: Multiple pieces argue the Fed is unlikely to cut rates in January after the jobs data — pushed-back cuts are typically negative for high-growth, long-duration equities in QQQ. Forget About A January Rate Cut
- Negative Sentiment: Analyses of the December jobs report emphasize weak hiring and cooling payroll momentum, reinforcing views that rate relief is not imminent — another headwind for growth names. December Jobs Report Lands With A Thud, Not A Bang
- Negative Sentiment: Commentary noting “2 cuts, not yet” and related Fed-watch pieces keep market expectations for easing muted, a potential drag on QQQ if the macro tone stays hawkish. December Job Report: 2 Cuts, Not Yet
Invesco QQQ Stock Up 1.0%
Invesco QQQ Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were issued a $0.7941 dividend. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69. This represents a $3.18 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Monday, December 22nd.
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.
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