MorganRosel Wealth Management LLC Grows Position in Invesco QQQ $QQQ

MorganRosel Wealth Management LLC boosted its position in Invesco QQQ (NASDAQ:QQQ) by 12.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 15,221 shares of the exchange traded fund’s stock after acquiring an additional 1,666 shares during the quarter. Invesco QQQ accounts for about 2.4% of MorganRosel Wealth Management LLC’s holdings, making the stock its 13th biggest holding. MorganRosel Wealth Management LLC’s holdings in Invesco QQQ were worth $9,138,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Towercrest Capital Management raised its holdings in shares of Invesco QQQ by 31.3% in the 3rd quarter. Towercrest Capital Management now owns 2,326 shares of the exchange traded fund’s stock valued at $1,396,000 after purchasing an additional 555 shares in the last quarter. FLP Wealth Management LLC acquired a new position in shares of Invesco QQQ during the third quarter worth $280,000. Macroview Investment Management LLC increased its holdings in Invesco QQQ by 3.7% in the third quarter. Macroview Investment Management LLC now owns 8,616 shares of the exchange traded fund’s stock valued at $5,173,000 after buying an additional 309 shares during the last quarter. Arkansas Financial Group Inc. raised its stake in Invesco QQQ by 14.3% in the third quarter. Arkansas Financial Group Inc. now owns 62,448 shares of the exchange traded fund’s stock valued at $37,668,000 after buying an additional 7,792 shares in the last quarter. Finally, One Degree Advisors Inc lifted its holdings in Invesco QQQ by 6.8% during the 3rd quarter. One Degree Advisors Inc now owns 1,518 shares of the exchange traded fund’s stock worth $911,000 after buying an additional 96 shares during the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Stock Up 1.0%

NASDAQ:QQQ opened at $626.93 on Monday. Invesco QQQ has a 1 year low of $402.39 and a 1 year high of $637.01. The stock has a 50-day simple moving average of $616.00 and a 200-day simple moving average of $593.45.

Invesco QQQ Increases Dividend

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

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: AI/semiconductor strength could lift QQQ because Nvidia and other megacaps are large index weights; coverage highlights Nvidia as a key ETF propellant. Nvidia Can Propel These ETFs
• Positive Sentiment: Some market commentary argues for continued policy or fiscal support narratives (“Trump QE”) and momentum into 2026, which can keep large-cap tech in demand. Don’t Fight The Trump QE
• Neutral Sentiment: Daily ETF updates show recent volatility: QQQ fell modestly yesterday, reflecting mixed index performance and rotation. This keeps near-term trading choppy. QQQ ETF Daily Update, 1/9/2026
• Neutral Sentiment: Market takes the December payrolls release as mixed — headline jobs were weak vs prior, but the unemployment rate declined; this creates uncertainty rather than a clear directional catalyst. Non-farm Payrolls: Good News & Bad News
• Negative Sentiment: Multiple pieces argue the Fed is unlikely to cut rates in January after the jobs data — pushed-back cuts are typically negative for high-growth, long-duration equities in QQQ. Forget About A January Rate Cut
• Negative Sentiment: Analyses of the December jobs report emphasize weak hiring and cooling payroll momentum, reinforcing views that rate relief is not imminent — another headwind for growth names. December Jobs Report Lands With A Thud, Not A Bang
• Negative Sentiment: Commentary noting “2 cuts, not yet” and related Fed-watch pieces keep market expectations for easing muted, a potential drag on QQQ if the macro tone stays hawkish. December Job Report: 2 Cuts, Not Yet

Invesco QQQ 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.