Invesco QQQ $QQQ Stake Increased by Siligmueller & Norvid Wealth Advisors LLC

Siligmueller & Norvid Wealth Advisors LLC lifted its position in Invesco QQQ (NASDAQ:QQQ) by 406.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,671 shares of the exchange traded fund’s stock after acquiring an additional 3,749 shares during the quarter. Invesco QQQ accounts for approximately 1.3% of Siligmueller & Norvid Wealth Advisors LLC’s holdings, making the stock its 26th largest position. Siligmueller & Norvid Wealth Advisors LLC’s holdings in Invesco QQQ were worth $2,804,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Garner Asset Management Corp grew its holdings in Invesco QQQ by 2.8% in the 3rd quarter. Garner Asset Management Corp now owns 26,439 shares of the exchange traded fund’s stock worth $15,875,000 after buying an additional 726 shares in the last quarter. Darden Wealth Group Inc boosted its position in shares of Invesco QQQ by 5.8% during the 3rd quarter. Darden Wealth Group Inc now owns 2,050 shares of the exchange traded fund’s stock valued at $1,231,000 after purchasing an additional 113 shares in the last quarter. Coyle Financial Counsel LLC increased its holdings in shares of Invesco QQQ by 4.9% in the third quarter. Coyle Financial Counsel LLC now owns 43,458 shares of the exchange traded fund’s stock valued at $26,091,000 after buying an additional 2,035 shares in the last quarter. Aire Advisors LLC grew its position in Invesco QQQ by 4.2% during the 3rd quarter. Aire Advisors LLC now owns 3,504 shares of the exchange traded fund’s stock worth $2,104,000 after purchasing an additional 142 shares in the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its holdings in shares of Invesco QQQ by 18.4% during the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 26,875 shares of the exchange traded fund’s stock valued at $16,135,000 after buying an additional 4,173 shares in the last quarter. 44.58% of the stock is currently owned by institutional investors and hedge funds.

Invesco QQQ Stock Up 0.9%

Shares of QQQ opened at $608.81 on Friday. The firm’s 50 day moving average price is $616.41 and its 200 day moving average price is $604.92. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01.

Invesco QQQ Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors 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 yield of 0.5%. The ex-dividend date was Monday, December 22nd.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: Supreme Court rulings against the administration’s tariff actions remove a prominent source of trade-policy risk that had threatened technology supply chains and NDX constituents, supporting tech-heavy ETFs like QQQ. Article Title
• Positive Sentiment: The Federal Reserve is signaling no rate changes in the near future, which reduces the immediate risk of policy tightening and tends to favor growth and long-duration tech stocks that dominate QQQ. Article Title
• Positive Sentiment: High-profile investors increased exposure to QQQ/large-cap tech in Q4, signaling institutional confidence in AI and secular growth themes that QQQ concentrates. That buyer interest is supportive for ETF flows and sentiment. Article Title
• Neutral Sentiment: Market updates (pre-market commentary) show intraday swings and mixed momentum into the session — useful for short-term traders but not a clear directional signal for long-term QQQ holders. Article Title
• Neutral Sentiment: Coverage highlighting thematic strategies (e.g., QQQM/AI exposures, passive investing takes) underscores the long-term AI growth narrative for Nasdaq-focused ETFs but doesn’t change near-term risk/return. Article Title
• Negative Sentiment: Warnings that an AI-driven sell-off may continue add near-term downside risk for heavily AI/tech-weighted funds such as QQQ; elevated volatility could pressure multiples. Article Title
• Negative Sentiment: Q4 GDP and December PCE data show slower growth but persistent inflation — a mix that could keep markets cautious about future policy and corporate margins, posing risk to cyclically sensitive tech names. Article Title
• Negative Sentiment: Although the Supreme Court struck down the tariff plan, several pieces note lingering policy maneuvers and legal/administrative follow-ups—meaning political risk hasn’t fully disappeared. That uncertainty can keep a lid on valuations for now. Article Title

Invesco QQQ 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.