Sterling Investment Counsel LLC Makes New $1.09 Million Investment in Invesco QQQ $QQQ

Sterling Investment Counsel LLC bought a new stake in shares of Invesco QQQ (NASDAQ:QQQFree Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,817 shares of the exchange traded fund’s stock, valued at approximately $1,091,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Fifth Third Securities Inc. boosted its holdings in Invesco QQQ by 2.6% in the third quarter. Fifth Third Securities Inc. now owns 109,863 shares of the exchange traded fund’s stock worth $65,959,000 after purchasing an additional 2,822 shares during the last quarter. SK Wealth Management LLC purchased a new position in Invesco QQQ during the third quarter valued at approximately $803,000. Amundi lifted its holdings in Invesco QQQ by 6.3% in the 1st quarter. Amundi now owns 110,903 shares of the exchange traded fund’s stock worth $49,980,000 after purchasing an additional 6,600 shares in the last quarter. BCGM Wealth Management LLC grew its holdings in Invesco QQQ by 13.6% during the 2nd quarter. BCGM Wealth Management LLC now owns 25,597 shares of the exchange traded fund’s stock valued at $14,120,000 after buying an additional 3,066 shares in the last quarter. Finally, Wisconsin Wealth Advisors LLC increased its position in Invesco QQQ by 21.2% in the second quarter. Wisconsin Wealth Advisors LLC now owns 6,747 shares of the exchange traded fund’s stock worth $3,722,000 after purchasing an additional 1,179 shares during the last quarter. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Key Stores Impacting Invesco QQQ

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

  • Positive Sentiment: Regulatory change that makes it easier for mutual fund complexes to offer ETF share classes could boost long‑term flows into large, liquid ETFs like QQQ if asset managers convert or expand ETF options. Read More.
  • Positive Sentiment: Coverage naming Invesco QQQ a top growth‑index ETF to buy can attract retail/investor attention and inflows into QQQ as a convenient Nasdaq‑100 play. Read More.
  • Positive Sentiment: Analysis suggesting the Fed is adding securities (or expanding support) implies continued liquidity tailwinds for risk assets and large-cap tech, which could support QQQ. Read More.
  • Neutral Sentiment: Macro outlook pieces arguing for continued economic resilience or offering a range of 2026 market themes can sustain investor appetite for growth names, but they don’t change near‑term technical flow drivers. Read More.
  • Neutral Sentiment: Market strategy/prediction articles highlight scenarios for January and themes (inflation/debasement, geopolitics) that could tilt sector leadership; useful for positioning but not immediate catalysts. Read More.
  • Neutral Sentiment: Macro commentary on Fed/market dynamics frames structural risks and advantages for equity markets; helpful context for medium‑term allocations to QQQ. Read More.
  • Negative Sentiment: Daily market snapshots and intraday coverage note QQQ and tech weakness (continued pullback), which is the immediate reason shares are trading down and may spur short‑term outflows. Read More.
  • Negative Sentiment: End‑of‑year commentary pointing to a market finish without a Santa rally and warnings about structural economic/stock market tradeoffs increase caution among some investors, which can pressure QQQ near term. Read More.
  • Negative Sentiment: Pieces highlighting economic distortions and investor fears underscore downside risk scenarios for cyclicality and growth stocks—relevant if sentiment or macro data disappoints. Read More.

Invesco QQQ Stock Down 0.8%

Invesco QQQ stock opened at $614.31 on Friday. Invesco QQQ has a 52-week low of $402.39 and a 52-week high of $637.01. The firm’s fifty day moving average is $616.85 and its 200 day moving average is $588.92.

Invesco QQQ Increases Dividend

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

Invesco QQQ Company Profile

(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.

Further Reading

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Institutional Ownership by Quarter for Invesco QQQ (NASDAQ:QQQ)

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