Invesco QQQ $QQQ Shares Sold by Meridian Wealth Management LLC

Meridian Wealth Management LLC trimmed its position in Invesco QQQ (NASDAQ:QQQ) by 0.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 162,458 shares of the exchange traded fund’s stock after selling 1,486 shares during the quarter. Invesco QQQ makes up approximately 3.5% of Meridian Wealth Management LLC’s portfolio, making the stock its 3rd largest position. Meridian Wealth Management LLC’s holdings in Invesco QQQ were worth $99,800,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in QQQ. SG Americas Securities LLC boosted its holdings in shares of Invesco QQQ by 120.2% during the fourth quarter. SG Americas Securities LLC now owns 213,722 shares of the exchange traded fund’s stock worth $131,292,000 after purchasing an additional 1,270,102 shares during the period. Analyst IMS Investment Management Services Ltd. boosted its holdings in shares of Invesco QQQ by 68.6% during the fourth quarter. Analyst IMS Investment Management Services Ltd. now owns 1,750,079 shares of the exchange traded fund’s stock worth $1,075,091,000 after purchasing an additional 712,026 shares during the period. Japan Science & Technology Agency acquired a new stake in shares of Invesco QQQ during the third quarter worth approximately $179,311,000. NorthRock Partners LLC boosted its holdings in shares of Invesco QQQ by 1,355.6% during the third quarter. NorthRock Partners LLC now owns 304,852 shares of the exchange traded fund’s stock worth $183,024,000 after purchasing an additional 283,909 shares during the period. Finally, BXM Wealth LLC boosted its holdings in shares of Invesco QQQ by 1,744.9% during the fourth quarter. BXM Wealth LLC now owns 219,962 shares of the exchange traded fund’s stock worth $135,125,000 after purchasing an additional 208,039 shares during the period. 44.58% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: Investors are rotating back into risk assets as cooling Middle East tensions, resilient jobs data, and AI momentum lift sentiment for tech-heavy ETFs like Invesco QQQ Trust (QQQ). Time for Risk-On Trades? ETFs in Focus
• Positive Sentiment: Market coverage highlighted that broad market ETFs were moving higher and that the Nasdaq/tech complex was holding up well, which is constructive for QQQ because it tracks the Nasdaq 100. Exchange-Traded Funds Higher, US Equities Mixed After Midday
• Positive Sentiment: Commentary on “5 ETF Winners of Last Week” pointed to AI euphoria and strong momentum in tech-adjacent markets, a favorable backdrop for QQQ’s large growth-stock exposure. 5 ETF Winners of Last Week
• Neutral Sentiment: Short-interest data showed 0 shares short, offering little meaningful trading signal for QQQ and suggesting no notable bearish pressure from this report.
• Neutral Sentiment: Several market commentaries focused on intraday levels, rally conditions, and cautious optimism, but did not point to a specific company-level catalyst for QQQ.
• Negative Sentiment: One article argued that Asia-linked ETFs are attracting AI-driven flows away from U.S. mega-cap funds such as QQQ, implying some competition for investor attention. Forget SPY and QQQ — these Asia-linked ETFs are stealing the AI mania
• Negative Sentiment: Concerns about a hot CPI print and warnings about “irrational exuberance” could pressure growth stocks if inflation data pushes rates higher or cools risk appetite. A Hot CPI Report May Trigger A Major Market Shift

Invesco QQQ Stock Performance

QQQ stock opened at $713.29 on Tuesday. The firm has a 50 day simple moving average of $619.92 and a 200 day simple moving average of $617.47. Invesco QQQ has a 52 week low of $501.48 and a 52 week high of $714.59.

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 issued a dividend of $0.7328 per share. This represents a $2.93 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, March 23rd.

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.