Proactive Wealth Strategies LLC Grows Stock Holdings in Invesco QQQ $QQQ

Proactive Wealth Strategies LLC grew its holdings in Invesco QQQ (NASDAQ:QQQ) by 13.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,429 shares of the exchange traded fund’s stock after purchasing an additional 899 shares during the quarter. Invesco QQQ comprises approximately 1.8% of Proactive Wealth Strategies LLC’s portfolio, making the stock its 13th largest holding. Proactive Wealth Strategies LLC’s holdings in Invesco QQQ were worth $4,564,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Goodman Advisory Group LLC purchased a new position in Invesco QQQ in the 3rd quarter worth approximately $25,000. Shcp LLC purchased a new stake in shares of Invesco QQQ during the 3rd quarter valued at approximately $27,000. Rachor Investment Advisory Services LLC purchased a new stake in shares of Invesco QQQ during the 4th quarter valued at approximately $29,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of Invesco QQQ during the 3rd quarter valued at approximately $40,000. Finally, Morgan Dempsey Capital Management LLC raised its position in shares of Invesco QQQ by 45.5% during the 3rd quarter. Morgan Dempsey Capital Management LLC now owns 80 shares of the exchange traded fund’s stock valued at $48,000 after buying an additional 25 shares during the period. 44.58% of the stock is owned by hedge funds and other institutional investors.

Invesco QQQ Stock Up 1.1%

QQQ stock opened at $714.71 on Thursday. The firm’s 50 day moving average price is $624.06 and its 200-day moving average price is $618.92. Invesco QQQ has a one year low of $505.58 and a one year high of $716.65.

Invesco QQQ Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were given 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 of this dividend was Monday, March 23rd.

More Invesco QQQ News

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

• Positive Sentiment: Invesco reported that QQQ’s assets under management jumped 18% in April as broad market gains lifted the fund’s value. Invesco’s QQQ AUM jumps 18% in April amid market gains
• Positive Sentiment: Tech stocks, especially semiconductors, rallied despite a hotter-than-expected PPI report, showing investors are still willing to buy growth names tied to the AI trade. Stock Market Today: Nasdaq 100 Rises Despite Hot PPI, Nvidia Hits Record High
• Neutral Sentiment: Several market commentaries focused on inflation data, Fed expectations, and valuation concerns, which may keep volatility elevated but do not directly change QQQ’s underlying holdings. CPI Inflation Blows Past Fed Rates As Core Services, Gasoline, Electricity, And Food Spike; Fed’s ‘Real’ Rates Are Now Negative
• Neutral Sentiment: Analysts also highlighted QQQ’s role as a core exposure vehicle for both chip and software leaders, reinforcing its appeal to investors seeking continued AI and mega-cap tech exposure. QQQ vs. VOO — Which ETF Should Investors Buy Now?
• Negative Sentiment: Hot inflation readings have revived concerns that the Fed may stay restrictive longer, which could pressure growth stocks and make high-valuation tech shares harder to justify. Producer Price Inflation Explodes As The Services PPI Blows Out On Top Of The Energy Price Spike

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.