SMART Wealth LLC Purchases 3,080 Shares of Invesco QQQ $QQQ

SMART Wealth LLC increased its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 49.6% in the 3rd quarter, Holdings Channel.com reports. The firm owned 9,284 shares of the exchange traded fund’s stock after acquiring an additional 3,080 shares during the quarter. Invesco QQQ makes up approximately 2.1% of SMART Wealth LLC’s portfolio, making the stock its 13th largest position. SMART Wealth LLC’s holdings in Invesco QQQ were worth $5,574,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in QQQ. JPMorgan Chase & Co. grew its stake in shares of Invesco QQQ by 42.4% in the second quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock worth $2,700,424,000 after acquiring an additional 1,457,109 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in Invesco QQQ by 0.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,223,327 shares of the exchange traded fund’s stock valued at $1,778,116,000 after purchasing an additional 22,220 shares during the last quarter. HRT Financial LP boosted its holdings in Invesco QQQ by 118.3% in the 2nd 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 period. PNC Financial Services Group Inc. boosted its holdings in Invesco QQQ by 0.3% in the 3rd quarter. PNC Financial Services Group Inc. now owns 3,071,021 shares of the exchange traded fund’s stock valued at $1,843,749,000 after purchasing an additional 8,038 shares during the period. Finally, Envestnet Asset Management Inc. grew its position in Invesco QQQ by 2.2% in the 3rd quarter. Envestnet Asset Management Inc. now owns 2,986,326 shares of the exchange traded fund’s stock worth $1,792,901,000 after purchasing an additional 64,025 shares during the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Stock Up 0.2%

Shares of QQQ opened at $601.92 on Monday. The company has a 50-day simple moving average of $618.30 and a 200-day simple moving average of $604.02. Invesco QQQ has a 52 week low of $402.39 and a 52 week 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 given a $0.7941 dividend. The ex-dividend date was Monday, December 22nd. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.69.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: AI and chip optimism supports QQQ because the ETF has heavy exposure to large-cap tech and semiconductor names that benefit from AI demand. This bullish view can sustain inflows into the fund. Believe It: Chip Stocks Aren’t as Expensive as Investors Think
• Positive Sentiment: Analysis arguing historical performance around Nasdaq highs suggests long-term buyers may still favor QQQ, supporting continued demand for the ETF. Should You Buy the Invesco QQQ ETF With the Nasdaq Near a Record High? Here’s What History Says.
• Positive Sentiment: Market updates showing QQQ strength in pre-market trading add short-term momentum and can attract technical buyers. Invesco QQQ Trust ETF (QQQ) Daily Update, 2/12/2026
• Neutral Sentiment: Multiple short-interest entries show reported “0 shares” and NaN changes — this appears to be a data/reporting anomaly and is unlikely to meaningfully affect QQQ flows or sentiment. (Days-to-cover reported as 0.0 based on average volume.)
• Negative Sentiment: Warnings about an AI-driven tech bubble and which names could fail introduce downside risk to richly valued large-cap tech holdings in QQQ; such narratives can trigger profit-taking or rotation. AI Bubble, Tech Funeral? Who Will Fail And Who Will Double Down?
• Negative Sentiment: Macro headlines (hawkish NFP / stronger jobs) can lift yields and pressure growth/large-cap tech relative to cyclicals, creating a downside catalyst for QQQ in the near term. Dow Jones And U.S. Index Outlook: Hawkish NFP Sends Stocks Lower
• Negative Sentiment: Broader market warning pieces and technical/cycle caution (e.g., “market overdue for sharp correction”) increase tail-risk and could prompt de-risking out of QQQ if sentiment deteriorates. 3 Warning Signs The Stock Market Is Overdue For A Sharp Correction

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.