Finivi Inc. Trims Position in Invesco QQQ $QQQ

Finivi Inc. decreased its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 12.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,769 shares of the exchange traded fund’s stock after selling 1,958 shares during the quarter. Invesco QQQ comprises about 5.2% of Finivi Inc.’s investment portfolio, making the stock its 3rd largest position. Finivi Inc.’s holdings in Invesco QQQ were worth $10,139,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. University of Texas Texas AM Investment Management Co. purchased a new position in shares of Invesco QQQ during the 4th quarter worth about $25,000. Shcp LLC bought a new stake in shares of Invesco QQQ during the third quarter worth $27,000. Annis Gardner Whiting Capital Advisors LLC boosted its stake 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 purchasing an additional 43 shares during the period. Parvin Asset Management LLC purchased a new stake in shares of Invesco QQQ during the first quarter valued at $28,000. Finally, Rachor Investment Advisory Services LLC bought a new position in shares of Invesco QQQ in the fourth quarter worth about $29,000. 44.58% of the stock is owned by institutional investors.

Trending Headlines about Invesco QQQ

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

• Positive Sentiment: Investors directed billions into broad U.S. equity ETFs and mega-cap technology leaders this week, signaling continued demand for the large Nasdaq-listed companies that heavily influence QQQ. Broad Market Momentum and Defensive Pivots: This Week’s Top ETF Flows
• Positive Sentiment: A weaker-than-expected July employment report has reduced expectations for additional Fed rate hikes and increased hopes for easier monetary policy. Lower interest-rate expectations generally benefit growth and technology stocks by improving the value of future earnings. July Payrolls: Bad News Is Good Again
• Positive Sentiment: Nasdaq-focused ETFs and broader U.S. equity indicators advanced after midday, reinforcing the market’s current tech-led momentum and providing a favorable backdrop for QQQ. Exchange-Traded Funds Rise as US Equities Advance After Midday
• Neutral Sentiment: Analysts continue to debate whether the Nasdaq rally can extend through the second half of 2026. Potential catalysts include artificial-intelligence investment and easing financial conditions, while elevated valuations and earnings volatility remain key risks. A Guide to Nasdaq ETF Investing
• Negative Sentiment: Some investors are rotating defensively into ultra-short Treasuries, gold and healthcare, suggesting that geopolitical uncertainty and volatility are limiting broader risk appetite. A hotter-than-expected July CPI report could also revive inflation concerns and pressure high-growth technology valuations. July CPI Inflation Could Come in Hot

Invesco QQQ Price Performance

Shares of NASDAQ:QQQ opened at $723.03 on Monday. The firm’s 50 day simple moving average is $714.18 and its 200-day simple moving average is $661.42. Invesco QQQ has a one year low of $555.60 and a one year high of $748.65.

Invesco QQQ Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, July 10th. Stockholders of record on Monday, June 22nd were given a $0.8135 dividend. This represents a $3.25 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, June 22nd. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.73.

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.