Betterment LLC Cuts Stock Position in Invesco QQQ $QQQ

Key Points

• Betterment LLC trimmed its stake in Invesco QQQ by 4.1%, selling 2,979 shares to finish the quarter with 70,473 shares worth about $42.31 million.
• Invesco QQQ raised its quarterly dividend to $0.7941 (from $0.69), an annualized $3.18 payout equal to roughly a 0.5% yield.
• QQQ recently traded near $597.26 with a 12‑month range of $402.39–$637.01, 50‑day/200‑day moving averages around $613.65/$608.27, and about 44.6% institutional ownership.

Betterment LLC lessened its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 4.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 70,473 shares of the exchange traded fund's stock after selling 2,979 shares during the period. Betterment LLC's holdings in Invesco QQQ were worth $42,310,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in Invesco QQQ by 15.0% during the 4th quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund's stock valued at $19,605,000 after purchasing an additional 4,989 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Invesco QQQ by 3.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund's stock worth $2,687,000 after buying an additional 176 shares in the last quarter. Jupiter Wealth Management LLC bought a new position in shares of Invesco QQQ in the second quarter worth approximately $290,000. Wealth Group Ltd. grew its holdings in shares of Invesco QQQ by 283.7% during the second quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund's stock valued at $13,587,000 after buying an additional 18,210 shares during the last quarter. Finally, Ignite Planners LLC grew its holdings in shares of Invesco QQQ by 2.0% during the second quarter. Ignite Planners LLC now owns 8,149 shares of the exchange traded fund's stock valued at $4,574,000 after buying an additional 160 shares during the last quarter. Hedge funds and other institutional investors own 44.58% of the company's stock.

Invesco QQQ Price Performance

Shares of QQQ opened at $597.26 on Friday. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01. The firm has a 50 day moving average of $613.65 and a 200 day moving average of $608.27.

Invesco QQQ Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were issued a $0.7941 dividend. This represents a $3.18 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, December 22nd. This is a positive change from Invesco QQQ's previous quarterly dividend of $0.69.

More Invesco QQQ News

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

• Positive Sentiment: Benign CPI reading and subdued year-over-year inflation could reduce near-term Fed tightening risk, which supports growth stocks that QQQ holds. CPI Keeps Steady at +2.4% YoY
• Positive Sentiment: CEO confidence has improved despite macro worries, which can sustain demand for tech and innovation exposure in QQQ over the medium term. Despite The Specter Of Stagflation, CEOs Gain Confidence
• Neutral Sentiment: Daily market updates note QQQ pre-market softness, reflecting the same intraday weakness but not a unique fund-specific catalyst. Invesco QQQ Trust ETF (QQQ) Daily Update, 3/12/2026
• Neutral Sentiment: Broader trading outlook pieces highlight fiscal flows, oil and credit dynamics that could sway sector rotation; these are watch-items rather than immediate QQQ-specific drivers. March 2026 Trading Outlook
• Negative Sentiment: Broad-market ETFs, including large-cap and tech-focused funds, fell after midday selling—pressure that typically drags QQQ given its heavy tech weight. Exchange-Traded Funds Fall as US Equities Decline After Midday
• Negative Sentiment: Analysis warns the market selloff may continue, increasing downside risk for growth-heavy ETFs like QQQ if risk-off sentiment persists. The Stock Market Selloff May Be Far From Over
• Negative Sentiment: SpaceX's potential mega-IPO (target valuation >$1.5T) could trigger portfolio rebalancing and take liquidity away from existing large-cap tech names, a specific event risk for QQQ holders. Should QQQ Investors Sell Before the SpaceX IPO?
• Negative Sentiment: Commentary about sticky inflation risks and limits to Fed support raise the possibility of renewed volatility that typically hits growth-driven ETFs harder. February CPI: Sticky Inflation Reinforces Case For Fed Pause

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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