Goelzer Investment Management Inc. Cuts Holdings in Invesco QQQ $QQQ

Goelzer Investment Management Inc. decreased its holdings in Invesco QQQ (NASDAQ:QQQ) by 32.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,876 shares of the exchange traded fund’s stock after selling 910 shares during the period. Goelzer Investment Management Inc.’s holdings in Invesco QQQ were worth $1,152,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of QQQ. Fifth Third Securities Inc. grew its position in shares of Invesco QQQ by 2.6% in the 3rd quarter. Fifth Third Securities Inc. now owns 109,863 shares of the exchange traded fund’s stock worth $65,959,000 after buying an additional 2,822 shares during the last quarter. SK Wealth Management LLC purchased a new stake in Invesco QQQ during the third quarter valued at approximately $803,000. Great Point Wealth Advisors LLC purchased a new stake in Invesco QQQ during the third quarter valued at approximately $507,000. Strengthening Families & Communities LLC acquired a new stake in Invesco QQQ in the third quarter valued at approximately $10,771,000. Finally, Coyle Financial Counsel LLC boosted its stake in 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 acquiring an additional 2,035 shares in the last quarter. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Hyperscaler and AI optimism supports large-cap tech names that dominate QQQ, providing a demand tailwind for the ETF. Hyperscalers Are Bullish on AI’s Future
• Neutral Sentiment: Global X launched the NYSE 100 ETF (NYSX), giving investors another large‑cap tech alternative to QQQ; could modestly affect flows over time but not an immediate disruption. Tech Growth Reimagined: Inside Global X’s Launch of NYSX
• Neutral Sentiment: Coverage and analyst pieces continue to highlight QQQ as a core way to get Nasdaq‑100 exposure; that keeps it on investor radars even amid volatility. Should Invesco QQQ (QQQ) Be on Your Investing Radar?
• Neutral Sentiment: Short-term trading ideas (options) tied to Invesco corporate moves have surfaced, which can increase volume and volatility in QQQ but are not a directional guarantee. Use options to play a potential Invesco runup after Janus Henderson deal
• Negative Sentiment: Rising oil prices and renewed Iran‑related geopolitical risk are prompting risk‑off moves that pressure growth/tech‑heavy ETFs like QQQ. Oil Prices Rise +80% Since December – When Will It End?
• Negative Sentiment: Broad ETF selling and midday weakness in US equities pulled major ETFs lower, contributing to downward pressure on QQQ. Exchange-Traded Funds Fall as US Equities Decline After Midday
• Negative Sentiment: Invesco’s launch of an equal‑weight QQQ product (QEW) and other new ETF entrants could reallocate flows away from cap‑weighted QQQ over time. A New ETF Right for These Times

Invesco QQQ Price Performance

NASDAQ QQQ opened at $562.58 on Monday. The firm’s fifty day simple moving average is $606.07 and its two-hundred day simple moving average is $609.81. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01.

Invesco QQQ Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were given a $0.7328 dividend. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.93 dividend on an annualized basis and a dividend yield of 0.5%.

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.