Ebert Capital Management Inc. Buys Shares of 24,799 Invesco QQQ $QQQ

Key Points

• Ebert Capital Management Inc. bought a new stake in Invesco QQQ in the fourth quarter, purchasing 24,799 shares valued at about $15.4 million. The ETF now makes up roughly 14.6% of the firm’s portfolio, making it its third-largest holding.
• Other institutional investors also added to their QQQ positions, and institutional ownership of the fund stands at 44.58%. That suggests continued professional investor interest in the Nasdaq-100 tracking ETF.
• QQQ has been supported by Nasdaq-100 strength and AI-driven tech momentum, with the ETF trading near its 52-week high at $710.93. The fund also recently paid a quarterly dividend of $0.7328 per share, implying a modest 0.4% yield.

Ebert Capital Management Inc. bought a new stake in Invesco QQQ (NASDAQ:QQQ - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 24,799 shares of the exchange traded fund's stock, valued at approximately $15,422,000. Invesco QQQ accounts for approximately 14.6% of Ebert Capital Management Inc.'s portfolio, making the stock its 3rd biggest position.

A number of other institutional investors also recently bought and sold shares of the company. Pandora Wealth Inc. lifted its holdings in Invesco QQQ by 0.9% in the fourth quarter. Pandora Wealth Inc. now owns 3,482 shares of the exchange traded fund's stock valued at $2,139,000 after acquiring an additional 30 shares during the period. EWA LLC lifted its holdings in Invesco QQQ by 14.9% in the fourth quarter. EWA LLC now owns 1,691 shares of the exchange traded fund's stock valued at $1,039,000 after acquiring an additional 219 shares during the period. Apeiron RIA LLC lifted its holdings in Invesco QQQ by 5.9% in the fourth quarter. Apeiron RIA LLC now owns 777 shares of the exchange traded fund's stock valued at $486,000 after acquiring an additional 43 shares during the period. Drucker Wealth 3.0 LLC lifted its holdings in Invesco QQQ by 6.3% in the fourth quarter. Drucker Wealth 3.0 LLC now owns 27,028 shares of the exchange traded fund's stock valued at $16,603,000 after acquiring an additional 1,602 shares during the period. Finally, RB Capital Management LLC lifted its holdings in Invesco QQQ by 15.1% in the fourth quarter. RB Capital Management LLC now owns 2,553 shares of the exchange traded fund's stock valued at $1,569,000 after acquiring an additional 334 shares during the period. Institutional investors own 44.58% of the company's stock.

Trending Headlines about Invesco QQQ

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

• Positive Sentiment: QQQ is benefiting from a fresh Nasdaq-100 record, with large-cap tech and AI-related stocks driving the index higher and reinforcing bullish momentum. Nasdaq-100 record fuels QQQ debate on long-term gains
• Positive Sentiment: Market commentary highlights AI as a leading theme, which supports QQQ because of its heavy exposure to top technology and AI beneficiaries. 3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities
• Positive Sentiment: Broad market gains and stronger U.S. stock indexes are lifting index ETFs, adding support for QQQ alongside other equity funds. Exchange-Traded Funds Rise as US Equities Gain Midday
• Positive Sentiment: QQQ has seen significant inflows as investors buy the Nasdaq-100 rebound, indicating continued demand for the ETF. QQQ sees $10B inflow in 21 days as Nasdaq 100 rebounds
• Neutral Sentiment: Several articles debate whether QQQ is still attractive after the Nasdaq-100’s record run, which reflects investor interest but does not point to a clear near-term catalyst. VOO vs. QQQ: Which Index Fund Is the Better Buy Right Now?
• Neutral Sentiment: Other coverage focuses on market structure, sentiment, and index comparisons, which may influence trading interest but are less likely to move QQQ directly. QQQ vs. IWM: Is Large-Cap Growth or Small-Cap Diversification the Better Choice for Investors?
• Negative Sentiment: Some commentary warns that the rally could be getting stretched, and a potential summer drawdown could pressure high-growth Nasdaq ETFs like QQQ if sentiment cools. A Significant Drawdown Is Likely This Summer

Invesco QQQ Price Performance

QQQ stock opened at $710.93 on Friday. Invesco QQQ has a fifty-two week low of $486.20 and a fifty-two week high of $711.23. The business's 50-day moving average is $615.95 and its two-hundred day moving average is $616.05.

Invesco QQQ Cuts Dividend

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

Invesco QQQ 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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