U.S. Capital Wealth Advisors LLC Increases Holdings in Invesco QQQ $QQQ

U.S. Capital Wealth Advisors LLC boosted its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 1.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 64,019 shares of the exchange traded fund’s stock after acquiring an additional 1,105 shares during the quarter. Invesco QQQ comprises about 1.0% of U.S. Capital Wealth Advisors LLC’s investment portfolio, making the stock its 11th biggest position. U.S. Capital Wealth Advisors LLC’s holdings in Invesco QQQ were worth $38,435,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently modified their holdings of the stock. Orgel Wealth Management LLC raised its stake in shares of Invesco QQQ by 4.7% in the third quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund’s stock valued at $229,000 after acquiring an additional 17 shares during the period. Compass Financial Services Inc boosted its stake in shares of Invesco QQQ by 0.4% during the first quarter. Compass Financial Services Inc now owns 5,001 shares of the exchange traded fund’s stock valued at $2,345,000 after purchasing an additional 19 shares during the period. Beacon Financial Group grew its holdings in shares of Invesco QQQ by 1.2% in the third quarter. Beacon Financial Group now owns 1,545 shares of the exchange traded fund’s stock worth $927,000 after purchasing an additional 19 shares during the last quarter. Bath Savings Trust Co increased its stake in Invesco QQQ by 2.6% in the 3rd quarter. Bath Savings Trust Co now owns 755 shares of the exchange traded fund’s stock worth $453,000 after buying an additional 19 shares during the period. Finally, Vermillion Wealth Management Inc. boosted its position in Invesco QQQ by 4.2% in the 2nd quarter. Vermillion Wealth Management Inc. now owns 491 shares of the exchange traded fund’s stock valued at $271,000 after buying an additional 20 shares during the period. Institutional investors own 44.58% of the company’s stock.

Invesco QQQ Stock Up 1.3%

Invesco QQQ stock opened at $617.05 on Friday. The company has a 50 day moving average price of $614.14 and a 200-day moving average price of $583.28. Invesco QQQ has a fifty-two week low of $402.39 and a fifty-two week high of $637.01.

Key Invesco QQQ News

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

• Positive Sentiment: Shareholders approved converting QQQ to an open‑ended ETF and Invesco immediately cut QQQ’s expense ratio by about 10%, lowering ongoing costs for holders and improving QQQ’s competitiveness — a likely catalyst for inflows. Invesco cuts QQQ expense ratio by 10% after shareholders approve open-ended ETF conversion
• Positive Sentiment: Invesco’s broader “modernization” of QQQ (approved by investors) enables operational flexibility and a more standard ETF structure, which should make the fund more attractive to large institutional and retail buyers over time. Invesco QQQ Gets Green Light For Modernization
• Positive Sentiment: Softer-than-expected November inflation helped lift growth names and ETFs tied to the Nasdaq‑100 by increasing the odds of Fed rate cuts next year — a key macro driver behind the recent bounce in QQQ. QQQ ETF News, 12-19-2025
• Neutral Sentiment: QQQ remains above its 50‑day and 200‑day moving averages and close to its 52‑week high, indicating positive momentum, but that also raises the bar for additional upside without a fresh catalyst. (Context: recent market commentary and CPI reads.)
• Negative Sentiment: A technical bearish signal on the Nasdaq‑100 chart was flagged today, suggesting a possible short‑term pullback or consolidation risk for QQQ after this rally; traders should watch support levels and volume for clues. The Nasdaq-100 ETF just flashed a bearish chart signal. Here’s what happens next.

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.