TCM Advisors LLC Decreases Stake in Invesco QQQ $QQQ

TCM Advisors LLC lessened its position in shares of Invesco QQQ (NASDAQ:QQQ) by 2.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 55,545 shares of the exchange traded fund’s stock after selling 1,107 shares during the period. Invesco QQQ makes up about 2.6% of TCM Advisors LLC’s holdings, making the stock its 3rd biggest position. TCM Advisors LLC’s holdings in Invesco QQQ were worth $34,122,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. First National Bank of Omaha increased its holdings in Invesco QQQ by 255.2% during the 4th quarter. First National Bank of Omaha now owns 41,898 shares of the exchange traded fund’s stock worth $25,892,000 after acquiring an additional 30,101 shares during the period. Clarkston Capital Partners LLC increased its holdings in Invesco QQQ by 17.8% during the 4th quarter. Clarkston Capital Partners LLC now owns 1,238 shares of the exchange traded fund’s stock worth $760,000 after acquiring an additional 187 shares during the period. Alchemi Wealth LLC bought a new stake in Invesco QQQ during the 4th quarter worth approximately $729,000. Peak Planning Group LLC bought a new stake in Invesco QQQ during the 4th quarter worth approximately $38,894,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new stake in Invesco QQQ during the 4th quarter worth approximately $3,351,000. Institutional investors own 44.58% of the company’s stock.

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 Stock Up 0.6%

Invesco QQQ stock opened at $721.34 on Friday. The firm’s 50 day simple moving average is $680.91 and its 200 day simple moving average is $635.17. Invesco QQQ has a 1-year low of $523.65 and a 1-year high of $748.65.

Invesco QQQ Cuts Dividend

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

About Invesco QQQ

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.