3,286 Shares in Invesco QQQ $QQQ Purchased by Independence Wealth Advisors LLC

Key Points

• Independence Wealth Advisors LLC bought 3,286 shares of Invesco QQQ in Q4 valued at about $2.02M, making QQQ 1.1% of its portfolio and its 22nd-largest holding.
• Market context is mixed: QQQ was trading up ~1% (opened $588) after analyst notes and retail pieces suggested a short‑term rebound, but bearish views warn of potential macro/central‑bank risks that could reverse flows.
• Invesco QQQ announced a quarterly dividend of $0.7328 (annualized $2.93) with an ex‑dividend date of March 23 and a yield of about 0.5%, payable March 27.

Independence Wealth Advisors LLC acquired a new position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 3,286 shares of the exchange traded fund's stock, valued at approximately $2,019,000. Invesco QQQ comprises 1.1% of Independence Wealth Advisors LLC's investment portfolio, making the stock its 22nd biggest holding.

A number of other large investors also recently added to or reduced their stakes in QQQ. Fifth Third Securities Inc. grew its holdings in Invesco QQQ by 2.6% during the 3rd quarter. Fifth Third Securities Inc. now owns 109,863 shares of the exchange traded fund's stock worth $65,959,000 after acquiring an additional 2,822 shares during the period. SK Wealth Management LLC bought a new position in shares of Invesco QQQ in the 3rd quarter worth $803,000. Great Point Wealth Advisors LLC bought a new position in shares of Invesco QQQ in the 3rd quarter worth $507,000. Strengthening Families & Communities LLC acquired a new stake in shares of Invesco QQQ during the third quarter worth $10,771,000. Finally, Coyle Financial Counsel LLC grew its stake in shares of Invesco QQQ by 4.9% during the third quarter. Coyle Financial Counsel LLC now owns 43,458 shares of the exchange traded fund's stock worth $26,091,000 after purchasing an additional 2,035 shares during the period. 44.58% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: Analysts at Evercore argue recent political headlines may have created a short‑term “bear trap,” helping spur a rebound in growth stocks and lift QQQ as traders cover shorts and rotate back into megacap tech. Trump may have caught investors in a 'bear trap': Evercore
• Positive Sentiment: Zacks highlights a bullish asymmetric reward‑to‑risk for QQQ after an extended Nasdaq pullback, arguing history favors buying dips — a view that supports fresh inflows into the ETF if momentum confirms. QQQ: Bullish Asymmetric Reward-to-Risk Here
• Positive Sentiment: TipRanks reports QQQ jumped in pre‑market trade (roughly ~1.9%), indicating immediate short‑term buying interest likely tied to the narratives above and intraday positioning. Invesco QQQ Trust ETF (QQQ) Daily Update, 3/23/2026
• Positive Sentiment: Retail‑facing pieces (The Motley Fool / Yahoo) advocate buying QQQ during the sell‑off based on historical recoveries, which can boost retail flows and sentiment into the ETF. Should You Buy the Invesco QQQ ETF During the Stock Market Sell-Off? History Offers a Clear Answer.
• Neutral Sentiment: QQQ announced a quarterly dividend of $0.7328 (ex‑dividend March 23, payable March 27) — modest income support but unlikely to be a major price driver given the low yield (~0.5%).
• Neutral Sentiment: Macro and technical context: analyses note the Nasdaq 100 has pulled back significantly from record highs, creating both opportunity and uncertainty depending on broader market direction. What next for the Nasdaq 100 Index and QQQ, VGT, and VGT ETFs?
• Negative Sentiment: Bearish takes remain: several Seeking Alpha pieces warn of a potential new bear market and central‑bank‑induced volatility — themes that could reaccelerate outflows from growth‑heavy ETFs like QQQ if risk sentiment deteriorates. The Next Bear Market May Have Just Begun Central Banks Spook The Market

Invesco QQQ Trading Up 1.0%

NASDAQ QQQ opened at $588.00 on Tuesday. Invesco QQQ has a 12 month low of $402.39 and a 12 month high of $637.01. The stock has a 50-day simple moving average of $609.68 and a 200 day simple moving average of $609.87.

Invesco QQQ Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Monday, March 23rd will be given a dividend of $0.7328 per share. This represents a $2.93 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Monday, March 23rd.

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.

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