Invesco QQQ $QQQ is Truvestments Capital LLC’s 3rd Largest Position

Truvestments Capital LLC reduced its stake in Invesco QQQ (NASDAQ:QQQ) by 4.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 35,629 shares of the exchange traded fund’s stock after selling 1,759 shares during the quarter. Invesco QQQ makes up approximately 4.0% of Truvestments Capital LLC’s investment portfolio, making the stock its 3rd largest position. Truvestments Capital LLC’s holdings in Invesco QQQ were worth $21,887,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently added to or reduced their stakes in the stock. Well Done LLC grew its holdings in Invesco QQQ by 0.5% in the 4th quarter. Well Done LLC now owns 3,439 shares of the exchange traded fund’s stock valued at $2,113,000 after buying an additional 16 shares in the last quarter. Tenon Financial LLC grew its holdings in Invesco QQQ by 2.2% in the 4th quarter. Tenon Financial LLC now owns 805 shares of the exchange traded fund’s stock valued at $494,000 after buying an additional 17 shares in the last quarter. SJS Investment Consulting Inc. grew its holdings in Invesco QQQ by 1.7% in the 4th quarter. SJS Investment Consulting Inc. now owns 1,017 shares of the exchange traded fund’s stock valued at $625,000 after buying an additional 17 shares in the last quarter. Cascade Investment Group Inc. grew its holdings in Invesco QQQ by 4.6% in the 4th quarter. Cascade Investment Group Inc. now owns 388 shares of the exchange traded fund’s stock valued at $238,000 after buying an additional 17 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management grew its holdings in Invesco QQQ by 3.0% in the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 576 shares of the exchange traded fund’s stock valued at $354,000 after buying an additional 17 shares in the last quarter. 44.58% of the stock is currently owned by hedge funds and other institutional investors.

Invesco QQQ Stock Performance

Shares of NASDAQ:QQQ opened at $721.34 on Monday. The business has a fifty day moving average of $680.91 and a two-hundred day moving average of $635.39. Invesco QQQ has a 52-week low of $523.65 and a 52-week high of $748.65.

Invesco QQQ Cuts Dividend

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

Key Stories Impacting Invesco QQQ

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 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.