Invesco QQQ $QQQ Stock Position Boosted by Milestone Asset Management LLC

Milestone Asset Management LLC raised its position in Invesco QQQ (NASDAQ:QQQ) by 135.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 33,994 shares of the exchange traded fund’s stock after purchasing an additional 19,576 shares during the quarter. Invesco QQQ comprises 3.9% of Milestone Asset Management LLC’s investment portfolio, making the stock its 8th biggest position. Milestone Asset Management LLC’s holdings in Invesco QQQ were worth $20,409,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the company. Morgan Dempsey Capital Management LLC purchased a new position in Invesco QQQ in the second quarter worth approximately $30,000. Navigoe LLC raised its position in Invesco QQQ by 300.0% in the third quarter. Navigoe LLC now owns 60 shares of the exchange traded fund’s stock valued at $36,000 after purchasing an additional 45 shares during the period. Marshall & Sullivan Inc. WA acquired a new position in shares of Invesco QQQ in the 2nd quarter valued at $41,000. Moser Wealth Advisors LLC grew its holdings in shares of Invesco QQQ by 930.0% during the 2nd quarter. Moser Wealth Advisors LLC now owns 103 shares of the exchange traded fund’s stock worth $57,000 after purchasing an additional 93 shares during the period. Finally, Ransom Advisory Ltd acquired a new stake in shares of Invesco QQQ during the 1st quarter worth about $70,000. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Invesco QQQ Stock Performance

Shares of QQQ opened at $623.20 on Thursday. The company’s 50-day moving average price is $615.39 and its 200 day moving average price is $585.64. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01.

Invesco QQQ Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd will be paid a $0.7941 dividend. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.69. The ex-dividend date of this dividend is Monday, December 22nd. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%.

Key Stores Impacting Invesco QQQ

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

• Positive Sentiment: Daily market notes say QQQ gained as big-cap tech led a broad rally (Nvidia, Alphabet, Micron among drivers), supporting demand for the AI-heavy QQQ. QQQ ETF News, 12-24-2025
• Positive Sentiment: Analyst/retail pieces continue to tout QQQ as a core way to get AI exposure and long-term growth, which attracts buyer interest into the ETF. The Smartest Index ETF to Buy With $1,000 Right Now
• Positive Sentiment: Market commentary suggests positioning for 2026 around AI and consumer strength — themes that favor QQQ’s large-cap tech bias. 2026 Playbook: Bet On The Consumer And Double Down On AI
• Neutral Sentiment: Invesco declared a quarterly distribution of $0.7941 — a routine income event that may modestly attract yield-seeking flows but is unlikely to materially change the ETF’s growth narrative. Invesco QQQ Trust declares quarterly distribution
• Neutral Sentiment: Short-interest data published for December appears to be erroneous (shows 0 shares / NaN change); this likely reflects a reporting/data issue rather than a genuine short squeeze or covering event. (Internal short-interest entry)
• Negative Sentiment: Macro pieces warn the economy is running hot and that the Fed may need to stay restrictive — higher-for-longer rates would pressure high-growth tech multiples and could weigh on QQQ. Whoosh, Went The Economy In Q3 – The Fed Needs To Watch Out
• Negative Sentiment: Several market-commentary pieces discuss downside scenarios and elevated valuation risk heading into 2026 — reminders that sentiment can flip quickly if growth or policy expectations change. How Likely Is A Big Stock Market Drop?

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.