LM Advisors LLC Trims Stake in Invesco QQQ $QQQ

LM Advisors LLC cut its stake in Invesco QQQ (NASDAQ:QQQ) by 35.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 44,419 shares of the exchange traded fund’s stock after selling 24,195 shares during the period. Invesco QQQ accounts for 15.7% of LM Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. LM Advisors LLC’s holdings in Invesco QQQ were worth $27,287,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the stock. Goodman Advisory Group LLC bought a new stake in shares of Invesco QQQ in the 3rd quarter valued at $25,000. Shcp LLC bought a new stake in shares of Invesco QQQ in the 3rd quarter valued at $27,000. Annis Gardner Whiting Capital Advisors LLC increased its stake in shares of Invesco QQQ by 2,150.0% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock valued at $28,000 after acquiring an additional 43 shares in the last quarter. Rachor Investment Advisory Services LLC bought a new stake in shares of Invesco QQQ in the 4th quarter valued at $29,000. Finally, Measured Wealth Private Client Group LLC bought a new stake in shares of Invesco QQQ in the 3rd quarter valued at $40,000. Institutional investors and hedge funds own 44.58% of the company’s stock.

More Invesco QQQ News

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

• Positive Sentiment: Short-term liquidity could improve market conditions, which may support growth stocks and the Nasdaq-100 holdings inside QQQ. A Short-Term Liquidity Boost May Be Coming To Markets
• Positive Sentiment: Broad U.S. equities were moving higher during the day, and ETF strength suggests investors were still willing to add exposure to large-cap growth and tech names. Exchange-Traded Funds Rise as US Equities Advance After Midday
• Neutral Sentiment: Some commentary suggests QQQ remains the familiar way to own the Nasdaq-100, but investors are being reminded that cheaper alternatives exist, which may affect fund flows more than near-term performance. Forget QQQ as the Same Company Sells the Same Nasdaq-100 for 17% Less
• Neutral Sentiment: One ETF comparison argued that QQQ has historically outperformed some thematic tech funds, reinforcing its role as a benchmark Nasdaq-100 vehicle rather than a direct catalyst for a move in the fund. ARKQ vs. QQQ: Which Tech Stock ETF is the Better Buy?
• Negative Sentiment: Multiple articles warned that May CPI showed inflation remaining elevated, which could keep the Fed on hold or push it toward a more hawkish stance—typically a headwind for high-valuation tech stocks in QQQ. May CPI Report: War Impact Remains Contained, Allowing The Fed To Stay On Hold
• Negative Sentiment: Several pieces focused on a possible AI bubble, slower token spending, and “cracks” in the AI trade, which could pressure Nasdaq-heavy funds like QQQ if investors rotate out of mega-cap tech. Market Rotation Alert: The AI Bubble Is Showing Cracks

Invesco QQQ Trading Up 0.6%

NASDAQ:QQQ opened at $721.34 on Friday. The company has a fifty day moving average of $680.91 and a 200-day moving average of $635.17. Invesco QQQ has a twelve month low of $523.65 and a twelve month high of $748.65.

Invesco QQQ Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were paid a $0.7328 dividend. The ex-dividend date was Monday, March 23rd. This represents a $2.93 annualized dividend and a dividend yield of 0.4%.

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.