Merkkuri Wealth Advisors LLC Sells 1,002 Shares of Invesco QQQ $QQQ

Merkkuri Wealth Advisors LLC lowered its position in Invesco QQQ (NASDAQ:QQQ) by 11.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,813 shares of the exchange traded fund’s stock after selling 1,002 shares during the quarter. Invesco QQQ makes up approximately 3.4% of Merkkuri Wealth Advisors LLC’s portfolio, making the stock its 7th biggest position. Merkkuri Wealth Advisors LLC’s holdings in Invesco QQQ were worth $4,691,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Morgan Dempsey Capital Management LLC purchased a new position in Invesco QQQ during the 2nd quarter worth $30,000. Navigoe LLC increased its position in Invesco QQQ by 300.0% in the 3rd quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock valued at $36,000 after acquiring an additional 45 shares during the period. PayPay Securities Corp increased its position in Invesco QQQ by 78.9% in the 3rd quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund’s stock valued at $41,000 after acquiring an additional 30 shares during the period. Barnes Dennig Private Wealth Management LLC purchased a new stake in Invesco QQQ during the 3rd quarter valued at approximately $42,000. Finally, Moser Wealth Advisors LLC lifted its position in Invesco QQQ by 930.0% during the 2nd quarter. Moser Wealth Advisors LLC now owns 103 shares of the exchange traded fund’s stock worth $57,000 after acquiring an additional 93 shares during the period. 44.58% of the stock is currently owned by hedge funds and other institutional investors.

Invesco QQQ Trading Down 0.1%

Shares of QQQ stock opened at $621.26 on Tuesday. The business’s 50 day moving average is $616.36 and its two-hundred day moving average is $596.54. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01.

Invesco QQQ Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders 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 annualized dividend and a yield of 0.5%. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.69.

Key Invesco QQQ News

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

• Positive Sentiment: Invesco’s related product, the Invesco QQQ Income Advantage ETF, declared a monthly distribution of $0.4602 — a signal that the QQQ family is supporting yield-focused investors and may help attract income-oriented flows into the suite of QQQ products. Invesco QQQ Income Advantage ETF distribution
• Positive Sentiment: Macro support for ETFs continues: a video/interview highlights record ETF inflows and why investors keep allocating to ETFs — a backdrop that benefits flagship products like QQQ through ongoing passive and advisory flows. Why investors are still betting big on ETFs
• Positive Sentiment: Institutional buying: J. Safra Asset Management increased its stake in QQQ (13F filing), indicating continued interest from large managers in the Nasdaq‑100 exposure QQQ offers. Institutional accumulation can support price. J.Safra stake in QQQ
• Neutral Sentiment: Analyst & market commentary: several Seeking Alpha pieces and TipRanks’ daily update note mixed technicals and thematic drivers (AI, small-cap dynamics), with TipRanks reporting a small prior-day dip — useful context but not a direct catalyst. QQQ Daily Update
• Neutral Sentiment: AI concentration risk vs. reward: coverage notes the market may hinge on OpenAI/AI earnings in coming quarters — a tailwind if results impress, or a constraint if AI earnings disappoint. Given QQQ’s heavy AI/tech exposure, this is a high‑impact but uncertain factor. Market Could Hinge On OpenAI
• Negative Sentiment: Interest‑rate pressure: commentary that Treasury yields may be poised to break out is a negative for long-duration growth stocks concentrated in QQQ; rising yields typically weigh on mega‑cap tech multiples. Treasury Rates May Be About To Break Out
• Negative Sentiment: Rotation risk to small caps: pieces examining small‑cap strength warn that if small caps continue to outperform into month/year‑start, flows could shift away from Nasdaq‑heavy QQQ toward cyclical/small‑cap exposure. Small Caps vs QQQ

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.