Calamos Wealth Management LLC Has $7.36 Million Stake in Invesco QQQ $QQQ

Key Points

• Calamos Wealth Management LLC increased its QQQ stake by 25.6% in Q4, adding 2,444 shares to hold 11,978 shares valued at roughly $7.36 million at quarter‑end.
• QQQ is trading near its 12‑month high (opened at $664.10; 12‑month high $664.51, low $462.43) with a 50‑day/200‑day SMA of $606.10/$612.40, indicating recent momentum in the Nasdaq‑100.
• The ETF paid a quarterly dividend of $0.7328 (annualized $2.93, about a 0.4% yield) and is 44.58% owned by institutional investors amid positive tech flows but potential headwinds from new competing Nasdaq‑100 ETFs and geopolitical risks.

Calamos Wealth Management LLC increased its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 25.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 11,978 shares of the exchange traded fund's stock after purchasing an additional 2,444 shares during the period. Calamos Wealth Management LLC's holdings in Invesco QQQ were worth $7,358,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Sovran Advisors LLC grew its position in Invesco QQQ by 8.0% during the fourth quarter. Sovran Advisors LLC now owns 18,032 shares of the exchange traded fund's stock worth $11,212,000 after buying an additional 1,340 shares in the last quarter. Corepath Wealth Partners LLC grew its position in Invesco QQQ by 19.7% during the fourth quarter. Corepath Wealth Partners LLC now owns 8,723 shares of the exchange traded fund's stock worth $5,471,000 after buying an additional 1,436 shares in the last quarter. Great Point Wealth Advisors LLC acquired a new stake in Invesco QQQ during the third quarter worth about $507,000. Strengthening Families & Communities LLC acquired a new stake in Invesco QQQ during the third quarter worth about $10,771,000. Finally, Cane Capital Partners LLC acquired a new stake in Invesco QQQ during the fourth quarter worth about $715,000. Institutional investors and hedge funds own 44.58% of the company's stock.

Invesco QQQ Price Performance

QQQ stock opened at $664.10 on Friday. The business's 50-day simple moving average is $606.10 and its 200 day simple moving average is $612.40. Invesco QQQ has a twelve month low of $462.43 and a twelve month high of $664.51.

Invesco QQQ Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Monday, March 23rd were issued a dividend of $0.7328 per share. This represents a $2.93 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, March 23rd.

Trending Headlines about Invesco QQQ

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

• Positive Sentiment: Lower market volatility is encouraging risk-on flows into tech — the CBOE VIX has dipped below the psychologically important 19 level, reducing hedging demand and helping Nasdaq‑linked ETFs like QQQ. The VIX Dips Below 19. Here’s What That Means for Your Portfolio.
• Positive Sentiment: Analysts/news flow point to specific sector drivers — stronger semiconductor sentiment (Intel’s outlook) and broad tech strength are cited as reasons QQQ rose in pre‑market trading. That lift in key Nasdaq components is supporting the ETF. Why Is the Invesco QQQ Trust ETF (QQQ) Rising Today 4-24-2026?
• Positive Sentiment: Technical momentum across the Nasdaq‑100 is building — commentators highlight a Nasdaq comeback and recent record/highs, which can attract ETF inflows into QQQ. A Nasdaq Comeback
• Neutral Sentiment: Two firms filed to launch new Nasdaq‑100 ETFs — potential long‑term competition for asset flows into QQQ but immediate impact is uncertain. Monitor fee and tracking‑error details. Investors Will Soon Have Two New Alternatives to Invesco QQQ
• Neutral Sentiment: Reported short interest data is anomalous (shows zero), so it offers no clear signal about potential squeezes or bearish pressure. Monitor for corrected filings. (internal short‑interest entry)
• Neutral Sentiment: Mixed futures and newsflow (global geopolitics, oil) are creating headline risk; markets are hesitant to push higher into the weekend. Dow futures tumble 130 points: 5 things to know before market opens
• Negative Sentiment: Geopolitical risks (U.S.‑Iran tensions) and higher oil could re‑ignite volatility and weigh on tech growth expectations, a downside risk for QQQ. Markets Are Stuck In The Waiting For U.S.-Iran Talks
• Negative Sentiment: Some technical analysts warn QQQ faces an “either/or” setup — either a strong breakout or a stretched, bubble‑like pullback from record levels; this elevates short‑term risk. The QQQ Chart Hints at 2 Extremes: Either a Dot-Com Bubble Burst or a Technical Breakout Ahead

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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