Perigon Wealth Management LLC Reduces Position in Invesco QQQ $QQQ

Posted by Michael Walen on Dec 28th, 2025

Perigon Wealth Management LLC trimmed its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 177,999 shares of the exchange traded fund’s stock after selling 3,413 shares during the period. Invesco QQQ makes up 2.2% of Perigon Wealth Management LLC’s portfolio, making the stock its 4th biggest holding. Perigon Wealth Management LLC’s holdings in Invesco QQQ were worth $106,865,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Kingstone Capital Partners Texas LLC lifted its holdings in shares of Invesco QQQ by 704,593.7% during the second quarter. Kingstone Capital Partners Texas LLC now owns 67,615,365 shares of the exchange traded fund’s stock worth $37,299,340,000 after buying an additional 67,605,770 shares during the last quarter. JPMorgan Chase & Co. raised its position in shares of 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 buying an additional 1,457,109 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Invesco QQQ by 0.7% in the second 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 buying an additional 22,220 shares during the period. HRT Financial LP grew its position in 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 worth $1,735,226,000 after buying an additional 1,704,600 shares in the last quarter. Finally, Symphony Financial Ltd. Co. bought a new position in Invesco QQQ during the second quarter valued at about $1,236,482,000. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ Stock Down 0.0%

Invesco QQQ stock opened at $623.89 on Friday. The business has a 50 day moving average price of $616.25 and a two-hundred day moving average price of $586.91. 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 announced a quarterly dividend, which will be paid on Wednesday, December 31st. Investors of record on Monday, December 22nd will be given a $0.7941 dividend. 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. The ex-dividend date of this dividend is Monday, December 22nd.

Invesco QQQ News Roundup

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

Positive Sentiment: Analysts and managers telling investors to load up on tech ETFs heading into 2026 — a tailwind for QQQ as it concentrates large-cap tech exposure. 3 Tech ETFs To Load Up on Before 2026
Positive Sentiment: Several bullish pieces argue the tech rotation will resume and that 2026 could be a comeback year for big tech, supporting demand for QQQ’s mega-cap constituents. The Rotation Fear Won’t Last; Betting On Tech’s 2026 Comeback
Neutral Sentiment: Daily ETF updates summarize recent modest gains/losses in QQQ and market breadth — useful for flow/context but not a single catalyst. QQQ ETF daily update, 12/26/2025
Neutral Sentiment: TipRanks daily recap notes modest QQQ movement amid broader market strength — more informational than catalytic. QQQ ETF Daily Update, 12/25/2025
Neutral Sentiment: Small institutional trimming: Dale Q. Rice Investment Management sold ~982 shares of QQQ (a 6.4% reduction of its tiny position) — not a major flow signal for a large ETF. Invesco QQQ $QQQ Shares Sold by Dale Q Rice Investment Management Ltd
Negative Sentiment: Multiple Seeking Alpha pieces warn of P/E compression and broader repricing risks for the S&P 500/tech in 2026 — a direct headwind for QQQ’s growth‑heavy index if valuation multiples contract. 2026 S&P 500 Outlook: A Multiple Compression, In Spite Of Earnings Growth
Negative Sentiment: Calls for a broad rotation to value and warnings that volatility‑selling (which boosted markets) may be ending could reduce the momentum premium that benefited QQQ this year. Forget Big Tech – I Think We’re Looking At A Big Rotation To Value Volatility Selling Is Driving The Market Higher And May Be About To End
Negative Sentiment: Other macro/structural pieces highlight valuation risk and reasons to hedge into 2026 — suggesting caution for concentrated tech exposure like QQQ. SPY: Structural Risk To Valuation Requires Caution Or Hedges For 2026

About Invesco QQQ

(Free Report)

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.