Squire Investment Management Company LLC Buys New Stake in Invesco QQQ $QQQ

Squire Investment Management Company LLC bought a new stake in shares of Invesco QQQ (NASDAQ:QQQ) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 989 shares of the exchange traded fund’s stock, valued at approximately $608,000.

Several other institutional investors also recently bought and sold shares of the stock. Montz Harcus Wealth Management LLC grew its stake in Invesco QQQ by 3.1% during the fourth quarter. Montz Harcus Wealth Management LLC now owns 8,049 shares of the exchange traded fund’s stock valued at $4,944,000 after acquiring an additional 243 shares in the last quarter. Powers Advisory Group LLC grew its stake in Invesco QQQ by 4.1% during the fourth quarter. Powers Advisory Group LLC now owns 2,559 shares of the exchange traded fund’s stock valued at $1,572,000 after acquiring an additional 100 shares in the last quarter. Financial Consulate Inc. grew its stake in Invesco QQQ by 10.6% during the fourth quarter. Financial Consulate Inc. now owns 345 shares of the exchange traded fund’s stock valued at $212,000 after acquiring an additional 33 shares in the last quarter. Westfuller Advisors LLC grew its stake in Invesco QQQ by 4.5% during the fourth quarter. Westfuller Advisors LLC now owns 5,685 shares of the exchange traded fund’s stock valued at $3,493,000 after acquiring an additional 245 shares in the last quarter. Finally, Capital Investment Advisory Services LLC grew its stake in Invesco QQQ by 9.4% during the fourth quarter. Capital Investment Advisory Services LLC now owns 17,796 shares of the exchange traded fund’s stock valued at $10,932,000 after acquiring an additional 1,523 shares in the last quarter. 44.58% of the stock is owned by hedge funds and other institutional investors.

Invesco QQQ News Roundup

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

• Positive Sentiment: Geopolitical de‑escalation boosted tech demand — broad market relief after a US‑Iran ceasefire lifted risk appetite and helped QQQ recover; Nasdaq/QQQ saw strong gains on the news. Stocks Finish Sharply Higher on US-Iran Ceasefire
• Positive Sentiment: Analysts point to tech ETFs as primary beneficiaries if truce holds — commentary highlights ETFs tied to megacap tech (QQQ peers) as poised to outperform on easing geopolitical risk and softer rate expectations. Tech ETFs to Soar on “Fragile” Truce Hopes in Iran War?
• Positive Sentiment: Technical breakout in QQQ noted — chart analysts flag key levels to watch and say QQQ’s recent move shows momentum that can attract swing/trend buyers. 3 Key Levels to Watch as QQQ Breaks Out
• Neutral Sentiment: Retail investor sentiment is less pessimistic — AAII survey shows retreat in bearishness, which can support momentum but is not a guarantee of continued gains. AAII Sentiment Survey: Pessimism Retreats
• Neutral Sentiment: Macro backdrop mixed — some analysts expect Q1 GDP to rebound (supportive for cyclical/tech exposure) but warn the ceasefire leaves the outlook uncertain. This creates a two‑way market dynamic for QQQ. Q1 GDP Poised For Rebound As Fragile Ceasefire Clouds Outlook
• Negative Sentiment: Inflation and growth revisions weaken the “easy path” to cuts — Q4 GDP was revised down and February PCE showed no relief on inflation, which raises the risk that policy remains tighter for longer and hurts growth/style‑sensitive QQQ. Q4 GDP Revision And February PCE: Growth Revised Down, No Relief On Inflation
• Negative Sentiment: Market is re‑pricing rate‑cut odds — surging Treasury trading suggests investors are less certain on near‑term Fed easing; that uncertainty is a headwind for high‑multiple tech stocks in QQQ. Treasury Bond Trading Surges As Market Rethinks Likelihood Of Rate Cuts
• Negative Sentiment: Several market commentaries warn the ceasefire could be fragile and a rally may reverse — watch headlines: a renewed shock would quickly pressure QQQ. Ceasefire? I Don’t Buy It, And Neither Should Markets

Invesco QQQ Stock Up 0.7%

QQQ opened at $610.19 on Friday. Invesco QQQ has a fifty-two week low of $427.93 and a fifty-two week high of $637.01. The company has a fifty day moving average of $599.56 and a 200 day moving average of $609.29.

Invesco QQQ Cuts Dividend

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

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.