Legend Financial Advisors Inc. Has $14.79 Million Stock Holdings in Invesco QQQ $QQQ

Legend Financial Advisors Inc. trimmed its position in Invesco QQQ (NASDAQ:QQQ) by 3.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,635 shares of the exchange traded fund’s stock after selling 845 shares during the period. Invesco QQQ makes up approximately 9.1% of Legend Financial Advisors Inc.’s holdings, making the stock its 2nd biggest holding. Legend Financial Advisors Inc.’s holdings in Invesco QQQ were worth $14,790,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC boosted its stake in Invesco QQQ by 15.0% in the 4th quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock worth $19,605,000 after purchasing an additional 4,989 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in Invesco QQQ by 3.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock valued at $2,687,000 after purchasing an additional 176 shares in the last quarter. Jupiter Wealth Management LLC purchased a new position in shares of Invesco QQQ in the second quarter worth $290,000. Pasadena Private Wealth LLC lifted its stake in shares of Invesco QQQ by 90.6% during the second quarter. Pasadena Private Wealth LLC now owns 13,507 shares of the exchange traded fund’s stock worth $7,451,000 after buying an additional 6,420 shares during the period. Finally, Wealth Group Ltd. lifted its stake in shares of Invesco QQQ by 283.7% during the second quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund’s stock worth $13,587,000 after buying an additional 18,210 shares during the period. 44.58% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: Broad equity rebound to start February is favoring large-cap tech and the Nasdaq-heavy QQQ, supporting intraday gains. Stocks Rebound To Start February – U.S. Index Outlook
• Positive Sentiment: Bullish commentary arguing the market has momentum (7000 S&P view) is drawing risk-on flows into big-cap growth names that populate QQQ. The Party Is Just Getting Started At 7000 Points
• Positive Sentiment: An ETF Trends piece highlights that some of the “best” tech stocks sit inside major ETFs — a structural reason QQQ can attract flows when investors rotate into megacap tech. A Surprising ETF That’s Home to Some of the Best Tech Stocks
• Neutral Sentiment: Early pre-market weakness was flagged by a daily update (TipRanks) but the intraday rebound shows that initial weakness didn’t persist; keep an eye on overnight cues. Invesco QQQ Trust ETF (QQQ) Daily Update, 2/2/2026
• Negative Sentiment: Several analysts argue 2026 could see a rotation into energy and away from technology — a secular tailwind for energy and headwind for QQQ’s tech-heavy exposures. ‘Energy In, Technology Out’ In 2026
• Negative Sentiment: Rising Treasury issuance and higher yields are flagged as risks for risk assets and growth stocks; persistent supply-driven rate pressure would likely weigh on QQQ. Treasury Issuance Appears To Be A Problem For Risk Assets
• Negative Sentiment: Technical and macro caution pieces warn of near-term headwinds (seasonal/technical risks and broader macro threats) that could interrupt QQQ’s advance. S&P 500: Beware February (Technical Analysis)

Invesco QQQ Price Performance

NASDAQ QQQ opened at $626.14 on Tuesday. The stock’s fifty day moving average price is $620.25 and its 200 day moving average price is $601.30. Invesco QQQ has a 1 year low of $402.39 and a 1 year high of $637.01.

Invesco QQQ Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were issued a $0.7941 dividend. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69. 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.

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.