Capital Advisors Inc. OK Sells 9,741 Shares of Invesco QQQ $QQQ

Key Points

• Capital Advisors Inc. OK trimmed its position by 39%, selling 9,741 shares of Invesco QQQ and leaving it with 15,219 shares valued at about $9.35 million per its latest 13F filing.
• Invesco QQQ recently paid a quarterly dividend of $0.7328 (annualized $2.93) for a yield of roughly 0.5%, with an ex-dividend date of March 23.
• QQQ opened at $584.31 (1‑year range $402.39–$637.01) and trades near its 50‑day and 200‑day SMAs (~$603.55 and $609.38), while institutional investors and hedge funds own about 44.58% of the ETF.

Capital Advisors Inc. OK trimmed its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 39.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 15,219 shares of the exchange traded fund's stock after selling 9,741 shares during the quarter. Capital Advisors Inc. OK's holdings in Invesco QQQ were worth $9,349,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of QQQ. Well Done LLC increased its position in Invesco QQQ by 0.5% during the fourth quarter. Well Done LLC now owns 3,439 shares of the exchange traded fund's stock worth $2,113,000 after buying an additional 16 shares during the last quarter. Orgel Wealth Management LLC lifted its position in shares of Invesco QQQ by 4.7% in the third quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund's stock valued at $229,000 after buying an additional 17 shares during the last quarter. Enclave Advisors LLC lifted its position in shares of Invesco QQQ by 0.9% in the third quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund's stock valued at $1,099,000 after buying an additional 17 shares during the last quarter. IFS Advisors LLC boosted its stake in shares of Invesco QQQ by 4.1% during the 3rd quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund's stock worth $259,000 after acquiring an additional 17 shares during the period. Finally, Mezzasalma Advisors LLC boosted its stake in shares of Invesco QQQ by 0.5% during the 3rd quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund's stock worth $1,988,000 after acquiring an additional 17 shares during the period. 44.58% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Broad-market ETFs and equity futures rallied on hopes of de‑escalation in Iran, which helped lift major tech‑heavy ETFs including QQQ and supported a risk-on move across index funds. Exchange-Traded Funds, Equity Futures Gain Pre-Bell Wednesday as Iran War De-Escalation Hopes Drive Sentiment
• Positive Sentiment: Longer-term bulls point to the Nasdaq‑100’s historical five‑year outperformance and QQQ’s heavy AI/tech exposure as reasons QQQ could outperform over a multi‑year horizon. This supports buy‑and‑hold demand despite near‑term swings. Buy This Nasdaq Index Fund. History Says It Could Soar More Than 100% in 5 Years.
• Positive Sentiment: Recent 12‑month performance context: QQQ has delivered strong trailing returns versus many ETFs, keeping it on investors’ radars as a core growth vehicle. The Vanguard ETF Up About 28% in the Past Year That Almost Nobody Outside of Income Investors Knows
• Neutral Sentiment: Unusual options flow and institutional activity in QQQ suggest traders are positioning for a large move; that can amplify volatility and produce outsized intraday swings in either direction. Monitor options skew and open interest. One Member Turned Volatility Into 536% in a Day… Here’s How We Spot the Next Market Meltdown Winner
• Negative Sentiment: Macro and geopolitical downside risks persist: several market commentaries warn that relief rallies may be fragile and that renewed Iran‑related tensions could reverse the recent bounce, pressuring tech‑heavy QQQ. Sell The Rally - There Is No Easy Way Out Of Iran War
• Negative Sentiment: Economic signals — cooler jobs data and labor‑market caution — raise the risk that growth stocks could underperform if confidence and earnings momentum weaken. Those readings are a headwind for QQQ. Layoffs Closer To Drought Than Deluge: What 3 Sources Show About Jobs

Invesco QQQ Price Performance

QQQ stock opened at $584.31 on Thursday. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01. The business's 50 day simple moving average is $603.55 and its 200 day simple moving average is $609.38.

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 $0.7328 dividend. This represents a $2.93 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Monday, March 23rd.

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.

Want to see what other hedge funds are holding QQQ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco QQQ (NASDAQ:QQQ - Free Report).

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