Invesco QQQ $QQQ Shares Acquired by Plan Group Financial LLC

Plan Group Financial LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ) by 21.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 10,654 shares of the exchange traded fund’s stock after acquiring an additional 1,884 shares during the quarter. Invesco QQQ makes up approximately 1.7% of Plan Group Financial LLC’s holdings, making the stock its 11th biggest holding. Plan Group Financial LLC’s holdings in Invesco QQQ were worth $6,396,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Kingstone Capital Partners Texas LLC increased its stake in Invesco QQQ by 704,593.7% in the second quarter. Kingstone Capital Partners Texas LLC now owns 67,615,365 shares of the exchange traded fund’s stock valued at $37,299,340,000 after purchasing an additional 67,605,770 shares during the last quarter. 1832 Asset Management L.P. boosted its position in shares of Invesco QQQ by 100.0% in the second quarter. 1832 Asset Management L.P. now owns 2,115 shares of the exchange traded fund’s stock worth $1,167,000 after acquiring an additional 40,999,982 shares during the last quarter. Symphony Financial Ltd. Co. acquired a new position in Invesco QQQ during the second quarter worth approximately $1,236,482,000. HRT Financial LP raised its stake 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 purchasing an additional 1,704,600 shares during the period. Finally, JPMorgan Chase & Co. increased its holdings in shares of Invesco QQQ by 42.4% during the 2nd quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock worth $2,700,424,000 after buying an additional 1,457,109 shares during the last quarter. 44.58% of the stock is owned by hedge funds and other institutional investors.

Invesco QQQ Trading Down 0.1%

Shares of Invesco QQQ stock opened at $626.24 on Wednesday. The business’s fifty day moving average price is $616.04 and its 200 day moving average price is $594.57. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01.

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. The ex-dividend date was Monday, December 22nd. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.69. This represents a $3.18 annualized dividend and a yield of 0.5%.

Invesco QQQ News Roundup

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

• Positive Sentiment: Options flow and derivatives signals point to bullish positioning that could support higher prices for large-cap tech and QQQ in the near term. New Option Indicators Are Signaling Higher Prices
• Positive Sentiment: December core CPI came in a bit softer than expected, which helps the narrative for eventual rate relief and is typically supportive of long-duration growth stocks held in QQQ. December CPI – Core Inflation Up A Bit Less Than Expected
• Positive Sentiment: Early-2026 corporate updates and positive headlines for major tech names (large QQQ holdings) suggest fundamentals and catalysts remain in place for continued upside if sentiment improves. Good News Emerging for These ETFs’ Big Holdings
• Neutral Sentiment: Macro outlook pieces highlight mixed drivers (fiscal flows, bank credit, Fed policy) that could create choppy trading; outcomes depend on incoming data and Fed communication. January 2026 Trading Outlook: Fiscal Flows, Bank Credit, And Fed Policy
• Neutral Sentiment: Regular ETF updates show only modest moves recently for QQQ, signaling the fund is close to equilibrium between buyers and sellers absent a clear macro catalyst. Invesco QQQ Trust ETF (QQQ) Daily Update, 1-13-2026
• Negative Sentiment: Analysis warns of a rotation into value as Fed communications inject rate uncertainty; QQQ’s high P/E and low yield make it vulnerable to a re-pricing if rates stay higher for longer. Tech Wreck or Valuation Reset? Rotating to Value in 2026
• Negative Sentiment: Commentary about stretched AI valuations and the potential for an AI-related correction increases downside risk for QQQ’s biggest holdings if growth expectations cool. The AI Market Bubble Will Pop When…
• Negative Sentiment: Ongoing headlines around Fed leadership and investigations add to policy uncertainty, which typically weighs on high-duration tech names concentrated in QQQ. Traders Are Moving Past Powell’s Investigation: U.S. Stock Index Outlook And Pre-CPI Trading Levels

About Invesco QQQ

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.