B.O.S.S. Retirement Advisors LLC Lowers Holdings in Invesco QQQ $QQQ

Key Points

• B.O.S.S. Retirement Advisors trimmed its stake in Invesco QQQ by 72.3% in Q4, selling 2,587 shares and leaving it with 990 shares valued at about $608,000.
• Invesco QQQ is trading near its 52-week high (opened at $673.97 vs. a $675.97 high) with its 50- and 200-day moving averages around the low $600s, indicating recent strength in the ETF.
• Large net inflows into tech/AI-focused ETFs are supporting QQQ, but headwinds such as rising inflation/Fed tightening risks and renewed shorting activity in semiconductors could weigh on performance.

B.O.S.S. Retirement Advisors LLC trimmed its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 72.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 990 shares of the exchange traded fund's stock after selling 2,587 shares during the period. B.O.S.S. Retirement Advisors LLC's holdings in Invesco QQQ were worth $608,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also made changes to their positions in the business. Well Done LLC lifted its position in shares of Invesco QQQ by 0.5% in the fourth quarter. Well Done LLC now owns 3,439 shares of the exchange traded fund's stock valued at $2,113,000 after acquiring an additional 16 shares in the last quarter. TCV Trust & Wealth Management Inc. lifted its position in shares of Invesco QQQ by 1.4% in the third quarter. TCV Trust & Wealth Management Inc. now owns 1,246 shares of the exchange traded fund's stock valued at $748,000 after acquiring an additional 17 shares in the last quarter. MassMutual Private Wealth & Trust FSB lifted its position in shares of Invesco QQQ by 1.2% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 1,421 shares of the exchange traded fund's stock valued at $853,000 after acquiring an additional 17 shares in the last quarter. Investment Management Corp VA ADV lifted its position in shares of Invesco QQQ by 1.6% in the third quarter. Investment Management Corp VA ADV now owns 1,110 shares of the exchange traded fund's stock valued at $667,000 after acquiring an additional 17 shares in the last quarter. Finally, Tenon Financial LLC lifted its position in shares of Invesco QQQ by 2.2% in the fourth quarter. Tenon Financial LLC now owns 805 shares of the exchange traded fund's stock valued at $494,000 after acquiring an additional 17 shares in the last quarter. 44.58% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Large net inflows into tech ETFs are lifting Nasdaq-linked funds like QQQ as investors pile into AI and growth exposure. Tech ETFs Dominate
• Positive Sentiment: Broad-market ETFs and US equities are advancing intraday, providing upward momentum to major ETFs including QQQ. Exchange-Traded Funds Advance
• Positive Sentiment: Ongoing strong tech earnings (recent blowouts) have relieved bearish pressure and are supporting growth names concentrated in QQQ. Bears Run Scared After Earnings
• Positive Sentiment: Q1 GDP strength was partly driven by AI investment, a structural tailwind for the large-cap tech companies that dominate QQQ. GDP Boosted By AI Investments
• Neutral Sentiment: Technical/market-timing indicators and monthly seasonality forecasts point to mixed near-term signals — could add volatility even as direction trends favor tech. Chart Indicator Signals A Sell
• Negative Sentiment: Rising inflation readings have increased the odds of Fed tightening, which typically pressures high-growth, long-duration names concentrated in QQQ. Inflation Nears The 'Red Zone'
• Negative Sentiment: High-profile shorting activity in the semiconductor space (Michael Burry) and a pulled-back chip rally could weigh on QQQ components tied to semiconductors. Michael Burry Shorting Chips
• Negative Sentiment: Analysts flag potential weakening in 2027 AI capex plans, which could temper forward growth expectations for AI-exposed large caps in QQQ. 2027 AI Capex Concerns

Invesco QQQ Stock Performance

Shares of Invesco QQQ stock opened at $673.97 on Monday. The stock's 50-day simple moving average is $610.87 and its 200-day simple moving average is $614.18. Invesco QQQ has a 52 week low of $476.78 and a 52 week high of $675.97.

Invesco QQQ Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were given a $0.7328 dividend. This represents a $2.93 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, March 23rd.

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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