Carbahal Olsen Financial Services Group LLC Has $17.30 Million Position in Invesco QQQ $QQQ

Carbahal Olsen Financial Services Group LLC cut its holdings in Invesco QQQ (NASDAQ:QQQ) by 3.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,817 shares of the exchange traded fund’s stock after selling 1,034 shares during the quarter. Invesco QQQ accounts for approximately 13.9% of Carbahal Olsen Financial Services Group LLC’s holdings, making the stock its 2nd largest position. Carbahal Olsen Financial Services Group LLC’s holdings in Invesco QQQ were worth $17,301,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. 1832 Asset Management L.P. lifted its stake in Invesco QQQ by 100.0% during the 2nd quarter. 1832 Asset Management L.P. now owns 2,115 shares of the exchange traded fund’s stock valued at $1,167,000 after acquiring an additional 40,999,982 shares during the period. Symphony Financial Ltd. Co. purchased a new position in shares of Invesco QQQ during the second quarter valued at approximately $1,236,482,000. HRT Financial LP raised its holdings in shares of Invesco QQQ by 118.3% during the second quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock valued at $1,735,226,000 after purchasing an additional 1,704,600 shares during the last quarter. JPMorgan Chase & Co. lifted its position in Invesco QQQ by 42.4% during the second quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock valued at $2,700,424,000 after purchasing an additional 1,457,109 shares during the period. Finally, Kensington Asset Management LLC boosted its holdings in Invesco QQQ by 2,124.5% in the second quarter. Kensington Asset Management LLC now owns 366,881 shares of the exchange traded fund’s stock worth $202,386,000 after purchasing an additional 350,388 shares during the last quarter. 44.58% of the stock is currently owned by hedge funds and other institutional investors.

Invesco QQQ Stock Down 1.4%

NASDAQ:QQQ opened at $597.03 on Friday. The company has a 50 day simple moving average of $619.89 and a two-hundred day simple moving average of $601.69. Invesco QQQ has a 12 month low of $402.39 and a 12 month high of $637.01.

Invesco QQQ Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were issued a $0.7941 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.69. This represents a $3.18 annualized dividend and a dividend yield of 0.5%.

Key Invesco QQQ News

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

• Positive Sentiment: Penserra Capital Management has increased its stake in Invesco QQQ, a vote of institutional confidence that could support demand for the ETF. Penserra Increases Stake in Invesco QQQ Amid Nasdaq’s Fast Entry Proposal
• Neutral Sentiment: TipRanks daily update notes QQQ slightly positive in pre-market movement on 2/5, but this is a small short-term oscillation versus larger selling pressure. Invesco QQQ Trust ETF (QQQ) Daily Update, 2/5/2026
• Neutral Sentiment: ETF Trends highlights structural shifts (e.g., Walmart moving to Nasdaq) that underline the market’s tech orientation — a longer-term thematic item that only slowly affects QQQ composition. Walmart Provides a Buffer in These ETFs
• Negative Sentiment: Broad tech selling: Nasdaq plunged >2% with a handful of large tech names driving the drop — directly negative for QQQ’s performance. Nasdaq plunges more than 2%, and these 10 names are fanning the flames
• Negative Sentiment: Multiple analysts warn the Nasdaq-100 is on the edge of a major technical breakdown, increasing the likelihood of further outflows from QQQ. Macro Insights: Gold’s Warning, Warsh’s Fed Takeover, And 15 S&P 500 Stocks Still Worth Buying
• Negative Sentiment: Seeking Alpha articles flag “risk-off” flows, tech/AI panic and early negative S&P/mega-tech signals — thematic headwinds that pressure QQQ through reallocations and stop-loss driven selling. Risk-Off Flows And A Tech/AI Panic – Market Reactions
• Negative Sentiment: Technical and flow backdrop is unfavorable: QQQ is trading below its 50-day and 200-day moving averages with daily volume well above average — this amplifies downside risk if selling continues.

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.