J.W. Cole Advisors Inc. Has $111.21 Million Stake in Invesco QQQ $QQQ

J.W. Cole Advisors Inc. lessened its position in Invesco QQQ (NASDAQ:QQQ) by 8.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 181,038 shares of the exchange traded fund’s stock after selling 16,566 shares during the period. Invesco QQQ makes up about 2.2% of J.W. Cole Advisors Inc.’s investment portfolio, making the stock its 4th biggest holding. J.W. Cole Advisors Inc.’s holdings in Invesco QQQ were worth $111,213,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of QQQ. Goodman Advisory Group LLC acquired a new stake in Invesco QQQ during the 3rd quarter worth $25,000. Annis Gardner Whiting Capital Advisors LLC raised its stake in Invesco QQQ by 2,150.0% during the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock worth $28,000 after buying an additional 43 shares during the period. Shcp LLC acquired a new stake in Invesco QQQ during the 3rd quarter worth $27,000. Rachor Investment Advisory Services LLC acquired a new stake in Invesco QQQ during the 4th quarter worth $29,000. Finally, Measured Wealth Private Client Group LLC acquired a new stake in Invesco QQQ during the 3rd quarter worth $40,000. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ Stock Down 0.5%

Shares of Invesco QQQ stock opened at $740.61 on Friday. Invesco QQQ has a 12 month low of $522.66 and a 12 month high of $748.65. The stock’s fifty day simple moving average is $664.57 and its 200 day simple moving average is $630.59.

Invesco QQQ Cuts Dividend

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

Invesco QQQ News Roundup

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

• Positive Sentiment: Market breadth remains supportive, as broad-market ETFs like IWM and IVV edged higher, suggesting risk appetite is still present for large-cap and growth-heavy funds such as QQQ. Exchange-Traded Funds Rise, US Equities Mixed After Midday
• Positive Sentiment: Recent coverage highlights QQQ’s long-term outperformance versus broad S&P 500 ETFs, reinforcing the case for continued investor demand for tech and growth exposure. The Growth ETF Quietly Outperforming the Vanguard 500 S&P ETF Over the Last Decade
• Neutral Sentiment: Some articles frame the recent Nasdaq and AI-driven rally as historically strong but increasingly extended, which may keep investors interested in QQQ while also encouraging caution about valuation. The S&P 500, Dow and Nasdaq: Real Returns Since the 2000 Peak (May 2026)
• Negative Sentiment: Several commentaries warn that the market may be forming a top, with “AI bubble” and “irrational market” themes suggesting growing concern about overheated mega-cap tech valuations that could pressure QQQ. AI Bubble Is Way Bigger Than Dot-Com
• Negative Sentiment: Other pieces point to overvaluation, possible AI-related layoffs, and warnings that investors should “take some chips off the table,” reinforcing a more defensive short-term outlook for QQQ. Worried About Overvaluation? Seek Safety in Low-Volatility ETFs

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.