9,473 Shares in Invesco QQQ $QQQ Bought by True North Advisors LLC

Key Points

• True North Advisors LLC bought a new position of 9,473 shares of Invesco QQQ in Q4, valued at about $5.82 million, representing roughly 0.8% of its portfolio and its 29th-largest holding.
• Several other institutions have also added to or initiated QQQ positions (e.g., Sovran Advisors, Fifth Third Securities), and overall institutional ownership of QQQ is 44.58%.
• QQQ opened at $611.07 with a one-year range of $427.93–$637.01 and recently paid a quarterly dividend of $0.7328 (annualized $2.93, yield ~0.5%); market momentum favors Nasdaq names but elevated inflation/rate concerns could pressure the ETF.

True North Advisors LLC bought a new position in Invesco QQQ (NASDAQ:QQQ - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 9,473 shares of the exchange traded fund's stock, valued at approximately $5,819,000. Invesco QQQ accounts for about 0.8% of True North Advisors LLC's portfolio, making the stock its 29th biggest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Sovran Advisors LLC increased its position in shares of Invesco QQQ by 8.0% during the 4th quarter. Sovran Advisors LLC now owns 18,032 shares of the exchange traded fund's stock worth $11,212,000 after purchasing an additional 1,340 shares in the last quarter. Fifth Third Securities Inc. lifted its position 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 valued at $65,959,000 after acquiring an additional 2,822 shares in the last quarter. SK Wealth Management LLC acquired a new position in Invesco QQQ in the 3rd quarter worth $803,000. Corepath Wealth Partners LLC increased its holdings in Invesco QQQ by 19.7% during the 4th quarter. Corepath Wealth Partners LLC now owns 8,723 shares of the exchange traded fund's stock worth $5,471,000 after purchasing an additional 1,436 shares in the last quarter. Finally, Great Point Wealth Advisors LLC bought a new position in Invesco QQQ during the 3rd quarter worth about $507,000. Institutional investors and hedge funds 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: Pre-market coverage notes QQQ is inching higher as traders favor Nasdaq names on continued momentum and rotation into megacap tech. Why Is Invesco QQQ Trust ETF (QQQ) Inching Higher Today, 4/10/2026?
• Positive Sentiment: Technical and breadth signals alongside insider buying and bullish analyst calls are painting a constructive near-term picture for US equities, supporting QQQ demand. 3 Key Signals Paint a Bullish Picture for US Stocks
• Positive Sentiment: Ceasefire hopes in the Middle East helped lift risk assets across the board, with Nasdaq/QQQ among the stronger index ETFs on the rally. Stocks Finish Sharply Higher on US-Iran Ceasefire
• Neutral Sentiment: Investor sentiment surveys show reduced pessimism, which can support continued flows into growth ETFs like QQQ but is not a direct catalyst. AAII Sentiment Survey: Pessimism Retreats
• Neutral Sentiment: Educational and index reviews put recent gains in historical context; useful for positioning but less likely to move QQQ intraday. The S&P 500, Dow and Nasdaq Since 2000 Highs as of March 2026
• Negative Sentiment: The CPI print rose to 3.3% (highest in nearly two years)—in line with expectations—but elevated inflation keeps rate concerns alive, which typically pressures long-duration growth names in QQQ. CPI Inflation Rate Up Nearly +1%, As Expected
• Negative Sentiment: Several macro and market-commentary pieces warn of fragile conditions (GDP revisions, ceasefire risks, and weak bottom-up fundamentals), which could trigger pullbacks in QQQ if sentiment turns. Q4 GDP Revision And February PCE: Growth Revised Down, No Relief On Inflation

Invesco QQQ Stock Performance

Shares of Invesco QQQ stock opened at $611.07 on Friday. The stock's 50-day moving average is $599.35 and its 200-day moving average is $609.35. Invesco QQQ has a one year low of $427.93 and a one year high of $637.01.

Invesco QQQ Cuts Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Monday, March 23rd were paid a $0.7328 dividend. The ex-dividend date was Monday, March 23rd. This represents a $2.93 annualized dividend and a yield of 0.5%.

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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