Obermeyer Wealth Partners Has $27.73 Million Position in Invesco QQQ $QQQ

Obermeyer Wealth Partners raised its position in Invesco QQQ (NASDAQ:QQQ) by 26.6% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 46,187 shares of the exchange traded fund’s stock after purchasing an additional 9,699 shares during the period. Invesco QQQ makes up about 1.3% of Obermeyer Wealth Partners’ investment portfolio, making the stock its 27th biggest holding. Obermeyer Wealth Partners’ holdings in Invesco QQQ were worth $27,729,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Fifth Third Securities Inc. increased its holdings in Invesco QQQ by 2.6% in the 3rd quarter. Fifth Third Securities Inc. now owns 109,863 shares of the exchange traded fund’s stock worth $65,959,000 after purchasing an additional 2,822 shares in the last quarter. SK Wealth Management LLC acquired a new position in shares of Invesco QQQ during the third quarter worth $803,000. BCGM Wealth Management LLC grew its position in shares of Invesco QQQ by 13.6% during the 2nd quarter. BCGM Wealth Management LLC now owns 25,597 shares of the exchange traded fund’s stock worth $14,120,000 after buying an additional 3,066 shares during the period. Prospect Financial Services LLC boosted its stake in Invesco QQQ by 9.1% during the second quarter. Prospect Financial Services LLC now owns 11,765 shares of the exchange traded fund’s stock worth $6,490,000 after acquiring an additional 986 shares in the last quarter. Finally, Wisconsin Wealth Advisors LLC grew its position in Invesco QQQ by 21.2% in the 2nd quarter. Wisconsin Wealth Advisors LLC now owns 6,747 shares of the exchange traded fund’s stock valued at $3,722,000 after purchasing an additional 1,179 shares during the period. 44.58% of the stock is owned by institutional investors.

Invesco QQQ News Roundup

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

• Positive Sentiment: Options flow and derivatives signals point to bullish positioning that could support higher prices for large-cap tech and QQQ in the near term. New Option Indicators Are Signaling Higher Prices
• Positive Sentiment: December core CPI came in a bit softer than expected, which helps the narrative for eventual rate relief and is typically supportive of long-duration growth stocks held in QQQ. December CPI – Core Inflation Up A Bit Less Than Expected
• Positive Sentiment: Early-2026 corporate updates and positive headlines for major tech names (large QQQ holdings) suggest fundamentals and catalysts remain in place for continued upside if sentiment improves. Good News Emerging for These ETFs’ Big Holdings
• Neutral Sentiment: Macro outlook pieces highlight mixed drivers (fiscal flows, bank credit, Fed policy) that could create choppy trading; outcomes depend on incoming data and Fed communication. January 2026 Trading Outlook: Fiscal Flows, Bank Credit, And Fed Policy
• Neutral Sentiment: Regular ETF updates show only modest moves recently for QQQ, signaling the fund is close to equilibrium between buyers and sellers absent a clear macro catalyst. Invesco QQQ Trust ETF (QQQ) Daily Update, 1-13-2026
• Negative Sentiment: Analysis warns of a rotation into value as Fed communications inject rate uncertainty; QQQ’s high P/E and low yield make it vulnerable to a re-pricing if rates stay higher for longer. Tech Wreck or Valuation Reset? Rotating to Value in 2026
• Negative Sentiment: Commentary about stretched AI valuations and the potential for an AI-related correction increases downside risk for QQQ’s biggest holdings if growth expectations cool. The AI Market Bubble Will Pop When…
• Negative Sentiment: Ongoing headlines around Fed leadership and investigations add to policy uncertainty, which typically weighs on high-duration tech names concentrated in QQQ. Traders Are Moving Past Powell’s Investigation: U.S. Stock Index Outlook And Pre-CPI Trading Levels

Invesco QQQ Stock Performance

Shares of NASDAQ:QQQ opened at $626.24 on Wednesday. Invesco QQQ has a 1 year low of $402.39 and a 1 year high of $637.01. The business has a fifty day moving average price of $616.04 and a two-hundred day moving average price of $594.57.

Invesco QQQ Increases Dividend

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

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.