Greenwich Wealth Management LLC Has $34.19 Million Stake in Invesco QQQ $QQQ

Greenwich Wealth Management LLC boosted its position in Invesco QQQ (NASDAQ:QQQ) by 12.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 55,647 shares of the exchange traded fund’s stock after purchasing an additional 6,357 shares during the quarter. Invesco QQQ makes up approximately 1.5% of Greenwich Wealth Management LLC’s investment portfolio, making the stock its 10th largest holding. Greenwich Wealth Management LLC’s holdings in Invesco QQQ were worth $34,185,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Goodman Advisory Group LLC acquired a new position in shares of Invesco QQQ during the third quarter valued at about $25,000. Annis Gardner Whiting Capital Advisors LLC increased its holdings in shares of Invesco QQQ by 2,150.0% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock valued at $28,000 after acquiring an additional 43 shares in the last quarter. Shcp LLC acquired a new position in shares of Invesco QQQ during the third quarter valued at about $27,000. Rachor Investment Advisory Services LLC acquired a new position in shares of Invesco QQQ during the fourth quarter valued at about $29,000. Finally, Measured Wealth Private Client Group LLC acquired a new position in shares of Invesco QQQ during the third quarter valued at about $40,000. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ Stock Performance

QQQ opened at $746.33 on Wednesday. Invesco QQQ has a 52-week low of $522.66 and a 52-week high of $746.44. The firm’s 50-day moving average price is $655.03 and its 200-day moving average price is $627.83.

Invesco QQQ Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were issued a dividend of $0.7328 per share. The ex-dividend date was Monday, March 23rd. This represents a $2.93 annualized dividend and a dividend yield of 0.4%.

Invesco QQQ News Roundup

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

• Positive Sentiment: AI enthusiasm remains a key tailwind for the Nasdaq-100, helping support QQQ as leading tech stocks and semiconductors continue to post strong gains. Article Title
• Positive Sentiment: Market commentary suggests the broader AI trade is still attracting buyers, with sentiment around growth ETFs staying constructive despite some volatility in the tape. Article Title
• Neutral Sentiment: QQQ’s strong 12-month performance is keeping the fund in focus, and a June rebalance in the Nasdaq-100 ETF complex may slightly reshape holdings, but the near-term impact appears limited. Article Title
• Neutral Sentiment: Broader market tone remains mixed, with futures and ETFs reacting to Middle East headlines and shifting risk appetite, which may create short-term noise for QQQ but does not yet change the longer-term growth narrative. Article Title
• Negative Sentiment: Several analysts are cautioning that the AI rally could be overextended, with some arguing that speculation, high valuations, and rising yields could pressure richly valued tech-heavy funds like QQQ if sentiment cools. Article Title

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.