Krilogy Financial LLC Raises Holdings in Invesco QQQ $QQQ

Krilogy Financial LLC lifted its position in shares of Invesco QQQ (NASDAQ:QQQ) by 24.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 16,292 shares of the exchange traded fund’s stock after acquiring an additional 3,183 shares during the quarter. Krilogy Financial LLC’s holdings in Invesco QQQ were worth $10,155,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Vision Financial Markets LLC lifted its holdings in Invesco QQQ by 0.4% during the third quarter. Vision Financial Markets LLC now owns 16,335 shares of the exchange traded fund’s stock valued at $9,807,000 after purchasing an additional 58 shares during the last quarter. Signet Investment Advisory Group Inc. bought a new stake in shares of Invesco QQQ in the third quarter valued at approximately $210,000. Center for Financial Planning Inc. lifted its stake in shares of Invesco QQQ by 14.4% during the 3rd quarter. Center for Financial Planning Inc. now owns 1,784 shares of the exchange traded fund’s stock valued at $1,071,000 after buying an additional 224 shares in the last quarter. Stratos Wealth Partners LTD. lifted its stake in shares of Invesco QQQ by 11.3% during the 3rd quarter. Stratos Wealth Partners LTD. now owns 225,367 shares of the exchange traded fund’s stock valued at $135,304,000 after buying an additional 22,825 shares in the last quarter. Finally, Stratos Wealth Advisors LLC boosted its holdings in Invesco QQQ by 4.7% in the 3rd quarter. Stratos Wealth Advisors LLC now owns 43,550 shares of the exchange traded fund’s stock worth $26,146,000 after buying an additional 1,969 shares during the period. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ Price Performance

Shares of QQQ stock opened at $611.47 on Wednesday. The company’s fifty day simple moving average is $619.43 and its two-hundred day simple moving average is $603.23. Invesco QQQ has a 1 year low of $402.39 and a 1 year high of $637.01.

Invesco QQQ Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were paid a dividend of $0.7941 per share. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date was Monday, December 22nd. This is a positive change 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: Some market breadth and rotation stories could lift risk appetite and benefit QQQ’s large-cap tech exposure if investors favor domestic growth over international allocation. Read More.
• Positive Sentiment: Risk-on momentum in overseas equities (e.g., a Nikkei breakout) can spill into U.S. tech, supporting QQQ if global sentiment improves. Read More.
• Positive Sentiment: Longer-term productivity and AI-driven efficiency themes remain supportive for tech-capitalization-heavy ETFs like QQQ. Read More.
• Neutral Sentiment: Daily updates show mixed intraday moves (pre-market upticks some days), but these are short-term and not a clear directional signal for QQQ. Read More.
• Neutral Sentiment: Outlets are debating whether QQQ remains a buy after strong multi-year gains; the debate highlights differing time horizons (long-term case still intact, near-term performance has been flat). Read More.
• Negative Sentiment: Multiple pieces warn of rising bear-market risks, a potential “dead cat” bounce, and higher volatility—factors that typically hit growth and momentum names in QQQ hardest. Read More.
• Negative Sentiment: Analysts and commentators are flagging AI-capex strains and calls for capex accountability: heavier spending on GPUs and slower free-cash-flow growth can pressure earnings quality for major QQQ constituents. Read More.
• Negative Sentiment: Valuation and cash-flow concerns: commentary notes QQQ components trading at elevated multiples and FCF divergence that could amplify downside if sentiment worsens. Read More.
• Negative Sentiment: Weak consumer data, slowing hiring confidence, and mixed economic signals complicate the Fed rate-cut path—an environment that can reduce risk appetite and weigh on growth-oriented ETFs like QQQ. Read More. Read More.

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.