Invesco QQQ $QQQ Shares Purchased by Rothschild Wealth LLC

Rothschild Wealth LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ) by 18.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,423 shares of the exchange traded fund’s stock after purchasing an additional 1,436 shares during the quarter. Rothschild Wealth LLC’s holdings in Invesco QQQ were worth $5,789,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Well Done LLC raised its position in Invesco QQQ by 0.5% during the fourth quarter. Well Done LLC now owns 3,439 shares of the exchange traded fund’s stock valued at $2,113,000 after acquiring an additional 16 shares in the last quarter. Tenon Financial LLC raised its position in Invesco QQQ by 2.2% during the fourth quarter. Tenon Financial LLC now owns 805 shares of the exchange traded fund’s stock valued at $494,000 after acquiring an additional 17 shares in the last quarter. SJS Investment Consulting Inc. raised its position in Invesco QQQ by 1.7% during the fourth quarter. SJS Investment Consulting Inc. now owns 1,017 shares of the exchange traded fund’s stock valued at $625,000 after acquiring an additional 17 shares in the last quarter. Cascade Investment Group Inc. raised its position in Invesco QQQ by 4.6% during the fourth quarter. Cascade Investment Group Inc. now owns 388 shares of the exchange traded fund’s stock valued at $238,000 after acquiring an additional 17 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management raised its position in Invesco QQQ by 3.0% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 576 shares of the exchange traded fund’s stock valued at $354,000 after acquiring an additional 17 shares in the last quarter. 44.58% of the stock is currently owned by hedge funds and other institutional investors.

More Invesco QQQ News

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

• Positive Sentiment: Tech leadership remains intact, with market coverage noting that AI-driven stocks are helping push broader indexes and Nasdaq futures higher despite geopolitical noise and softer trading volume. S&P 500, Nasdaq, Dow Futures Rise As AI-Driven Tech Rally Overpowers ‘Defensive’ Iran Strikes: ONDS, NBIS, RCAT, SNOW In Focus
• Positive Sentiment: A separate market note said pre-market trading was mostly up, suggesting continued support for risk assets and large-cap growth exposure like QQQ. Pre-Markets Mostly Up on Lower Volume, Trade & Inventory Reports
• Neutral Sentiment: Consumer sentiment hit a record low, but the same report argued the broader economy remains solid, which could keep investors focused on growth stocks rather than a sharp recession trade-off. Consumer Sentiment Hits Record Low – Economy Stays Solid
• Neutral Sentiment: Several commentary pieces warned about stretched valuations, “liquidity bubble” concerns, and the possibility that value stocks or other global ETFs could outperform tech, which may temper enthusiasm for QQQ if sentiment turns. This Global ETF Beat the Nasdaq-100 for Most of the Past Year. Should You Buy It? The AI Black Box: SpaceX, Hyperscalers, And The Liquidity Bubble Beneath The Rally
• Negative Sentiment: Higher-for-longer interest-rate commentary and inflation concerns could pressure growth multiples, especially for the large-cap tech names that dominate QQQ. The Fed Needs To Invert The Yield Curve And Hike To Above 5 Percent PCE Inflation Surges Further Away From Fed’s Target, Now Nearly Double The Fed’s Target, And 5+ Years Above Target
• Negative Sentiment: Coverage on weak chip stocks and talk that the Nasdaq recently lagged due to semiconductor softness highlights a risk to QQQ’s biggest holdings if AI and semiconductor momentum fades. Dow Closes At Record Highs On Iran Truce Optimism, While Nasdaq Snaps Four-Day Win Streak On Weak Chip Stocks — META, BA, AAL, DY, VRRM In Focus

Invesco QQQ Stock Performance

Shares of QQQ stock opened at $738.31 on Monday. The stock has a 50 day moving average of $652.03 and a 200 day moving average of $626.97. Invesco QQQ has a twelve month low of $511.93 and a twelve month high of $741.63.

Invesco QQQ Cuts Dividend

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

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.