Total Wealth Planning & Management Inc. Takes Position in Invesco QQQ $QQQ

Total Wealth Planning & Management Inc. acquired a new stake in Invesco QQQ (NASDAQ:QQQ) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 2,615 shares of the exchange traded fund’s stock, valued at approximately $1,606,000. Invesco QQQ accounts for 1.2% of Total Wealth Planning & Management Inc.’s investment portfolio, making the stock its 14th biggest holding.

A number of other hedge funds and other institutional investors also recently made changes to their positions in QQQ. Carrera Capital Advisors raised its stake in shares of Invesco QQQ by 99.3% in the fourth quarter. Carrera Capital Advisors now owns 2,316 shares of the exchange traded fund’s stock worth $1,423,000 after purchasing an additional 1,154 shares during the last quarter. Sovran Advisors LLC raised its stake in shares of Invesco QQQ by 8.0% in the fourth quarter. Sovran Advisors LLC now owns 18,032 shares of the exchange traded fund’s stock worth $11,212,000 after purchasing an additional 1,340 shares during the last quarter. Corepath Wealth Partners LLC raised its stake in shares of Invesco QQQ by 19.7% in the fourth quarter. Corepath Wealth Partners LLC now owns 8,723 shares of the exchange traded fund’s stock worth $5,471,000 after purchasing an additional 1,436 shares during the last quarter. Cane Capital Partners LLC purchased a new stake in shares of Invesco QQQ in the fourth quarter worth approximately $715,000. Finally, Coyle Financial Counsel LLC raised its stake in shares of Invesco QQQ by 4.9% in the third quarter. Coyle Financial Counsel LLC now owns 43,458 shares of the exchange traded fund’s stock worth $26,091,000 after purchasing an additional 2,035 shares during the last quarter. 44.58% of the stock is owned by institutional investors and hedge funds.

Invesco QQQ Price Performance

Shares of Invesco QQQ stock opened at $740.61 on Friday. Invesco QQQ has a 52 week low of $522.66 and a 52 week high of $748.65. The business has a 50 day moving average price of $664.57 and a 200-day moving average price of $630.59.

Invesco QQQ Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Monday, March 23rd were given a dividend of $0.7328 per share. This represents a $2.93 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, March 23rd.

Key Invesco QQQ News

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

• Positive Sentiment: Market breadth remains supportive, as broad-market ETFs like IWM and IVV edged higher, suggesting risk appetite is still present for large-cap and growth-heavy funds such as QQQ. Exchange-Traded Funds Rise, US Equities Mixed After Midday
• Positive Sentiment: Recent coverage highlights QQQ’s long-term outperformance versus broad S&P 500 ETFs, reinforcing the case for continued investor demand for tech and growth exposure. The Growth ETF Quietly Outperforming the Vanguard 500 S&P ETF Over the Last Decade
• Neutral Sentiment: Some articles frame the recent Nasdaq and AI-driven rally as historically strong but increasingly extended, which may keep investors interested in QQQ while also encouraging caution about valuation. The S&P 500, Dow and Nasdaq: Real Returns Since the 2000 Peak (May 2026)
• Negative Sentiment: Several commentaries warn that the market may be forming a top, with “AI bubble” and “irrational market” themes suggesting growing concern about overheated mega-cap tech valuations that could pressure QQQ. AI Bubble Is Way Bigger Than Dot-Com
• Negative Sentiment: Other pieces point to overvaluation, possible AI-related layoffs, and warnings that investors should “take some chips off the table,” reinforcing a more defensive short-term outlook for QQQ. Worried About Overvaluation? Seek Safety in Low-Volatility ETFs

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.