Belpointe Asset Management LLC Grows Stock Position in Invesco QQQ $QQQ

Key Points

• Belpointe Asset Management increased its position in Invesco QQQ by 16.0% in Q4, buying an additional 18,842 shares to own 136,675 shares worth about $83.96 million, making QQQ its third‑largest holding at 3.0% of the portfolio.
• QQQ is trading near its highs (opened at $648.85 vs a 52‑week high of $650.00) and recently paid a quarterly dividend of $0.7328 (annualized $2.93, ~0.5% yield).
• Market sentiment is mixed: momentum into mega‑cap tech is supporting flows into the tech‑heavy QQQ, but headwinds such as Fed policy, liquidity‑drain concerns and “sell before May” drawdown warnings pose downside risk.

Belpointe Asset Management LLC increased its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 16.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 136,675 shares of the exchange traded fund's stock after purchasing an additional 18,842 shares during the period. Invesco QQQ makes up 3.0% of Belpointe Asset Management LLC's portfolio, making the stock its 3rd biggest position. Belpointe Asset Management LLC's holdings in Invesco QQQ were worth $83,961,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of QQQ. Goodman Advisory Group LLC bought a new stake in Invesco QQQ in the 3rd quarter valued at approximately $25,000. Shcp LLC bought a new stake in Invesco QQQ in the 3rd quarter valued at approximately $27,000. Navigoe LLC lifted its stake in Invesco QQQ by 300.0% in the 3rd quarter. Navigoe LLC now owns 60 shares of the exchange traded fund's stock valued at $36,000 after acquiring an additional 45 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new stake in Invesco QQQ in the 3rd quarter valued at approximately $40,000. Finally, PayPay Securities Corp lifted its stake in Invesco QQQ by 78.9% in the 3rd quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund's stock valued at $41,000 after acquiring an additional 30 shares in the last quarter. Institutional investors own 44.58% of the company's stock.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Wall Street analyst coverage remains constructive on QQQ’s largest holdings, supporting demand for the ETF’s tech‑heavy exposure. Where Will QQQ Be in 12 Months? Wall Street Analysts Have a Clear Answer.
• Positive Sentiment: Macro narrative of “new highs” and record stock performance (led by mega‑cap tech) supports momentum flows into QQQ as investors favor quality growth. New Record: Stocks Doing Well
• Positive Sentiment: Relative comparison with small‑cap growth (IWO) highlights QQQ’s large‑cap tech concentration and lower recent drawdown, making it attractive for investors seeking big‑tech exposure. QQQ vs. IWO: Big Tech Dominance or Small-Cap Potential?
• Neutral Sentiment: AAII sentiment data shows more neutral positioning — less froth than extreme bullishness — which can support steadier flows into broad market ETFs like QQQ. AAII Sentiment Survey: Neutral Sentiment Rises
• Neutral Sentiment: MarketBeat highlights a potential near‑term inflation shock tied to the Iran conflict and oil — this raises volatility risk but is not yet derailing earnings momentum that’s been lifting QQQ. Inflation Shock Ahead? Get Ready for Impact (QQQ)
• Neutral Sentiment: Analysis that the market may be “pricing a happy ending” warns of premature accumulation — a cautionary note but not an immediate catalyst for a reversal. Does the QQQ ETF Have a Bad Case of Premature Accumulation?
• Negative Sentiment: Multiple Seeking Alpha pieces warn of liquidity draining from markets and predict another sizable drawdown (Sell Before May thesis), which could trigger outflows from risk‑on ETFs like QQQ. Liquidity Drain Underway, Will It Even Matter?
• Negative Sentiment: “Sell Before May And Go Away” and bear‑market rally calls argue a renewed selloff is likely in 2026, a headline risk that could accelerate rotation out of growth and into defensives. Sell Before May And Go Away: Why Another Big Market Drawdown Is Likely In 2026
• Negative Sentiment: The Fed is maintaining pressure on policy — sticky/higher rates raise discount‑rate risk for long‑duration tech earnings that dominate QQQ. Federal Reserve Watch: Fed Keeps Pressure On
• Negative Sentiment: Several authors call recent gains a bear‑market rally with the selloff set to resume — a reminder that momentum can reverse quickly and ETFs concentrated in growth names may see sharper drops. It Is Bear Market Rally, The Selloff To Resume

Invesco QQQ Stock Performance

NASDAQ QQQ opened at $648.85 on Monday. The stock's 50 day moving average price is $601.69 and its two-hundred day moving average price is $610.79. Invesco QQQ has a 52 week low of $427.93 and a 52 week high of $650.00.

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%.

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.

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