FORM Wealth Advisors LLC Makes New $46.99 Million Investment in Invesco QQQ $QQQ

Key Points

• FORM Wealth Advisors LLC opened a new position in Invesco QQQ, acquiring 76,498 shares valued at approximately $46.99 million, roughly 5.5% of its portfolio and making QQQ the firm's 5th-largest holding.
• QQQ traded up about 1.7% and near its one-year high ($655.33) as flows favored AI/mega-cap tech amid a risk-on backdrop after a ceasefire extension, though near-term volatility risks remain from Tesla earnings and geopolitical headlines.
• Approximately 44.6% of QQQ is owned by hedge funds and other institutional investors, signaling significant institutional participation in the ETF.

FORM Wealth Advisors LLC acquired a new position in Invesco QQQ (NASDAQ:QQQ - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 76,498 shares of the exchange traded fund's stock, valued at approximately $46,994,000. Invesco QQQ comprises about 5.5% of FORM Wealth Advisors LLC's investment portfolio, making the stock its 5th largest holding.

A number of other institutional investors have also modified their holdings of the stock. Well Done LLC increased its position in shares of 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 acquiring an additional 16 shares during the period. Enclave Advisors LLC increased its position in shares of Invesco QQQ by 0.9% during the third quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund's stock worth $1,099,000 after acquiring an additional 17 shares during the period. IFS Advisors LLC increased its position in shares of Invesco QQQ by 4.1% during the third 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. Mezzasalma Advisors LLC increased its position in shares of Invesco QQQ by 0.5% during the third 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. Finally, TCV Trust & Wealth Management Inc. increased its position in shares of Invesco QQQ by 1.4% during the third quarter. TCV Trust & Wealth Management Inc. now owns 1,246 shares of the exchange traded fund's stock worth $748,000 after acquiring an additional 17 shares during the period. 44.58% of the stock is owned by hedge funds and other institutional investors.

Invesco QQQ News Summary

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

• Positive Sentiment: Broad-market and Nasdaq-linked ETFs rose after midday as U.S. equities advanced, lifting demand for QQQ exposure and reinforcing momentum into large-cap tech names. Exchange-Traded Funds Rise as US Equities Advance After Midday
• Positive Sentiment: A risk-on trade following President Trump’s decision to extend a cease-fire with Iran boosted small caps and market breadth — a favorable backdrop for tech-led rallies that benefit QQQ. Russell 2000 Extends Gains as Risk-On Trade Buoys Small Cap Sentiment
• Positive Sentiment: Coverage highlighting why QQQ is rising today points to rotation into AI/mega-cap tech names within the Nasdaq‑100, which directly supports QQQ flows and price action. What’s Driving the Invesco QQQ Trust ETF (QQQ) Higher Today 4-22-2026?
• Neutral Sentiment: Major ETFs face a potential volatility test from Tesla’s after‑hours earnings report; Tesla’s result could temporarily sway tech-centric funds but the net impact on QQQ depends on the stock’s weight and the earnings surprise. Major ETFs Face Tesla Earnings Test Amid AI Pivot
• Neutral Sentiment: Analysts note the ceasefire extension eases immediate geopolitical risk yet uncertainty remains; fragile geopolitics mean gains could be susceptible to headlines. Will a Ceasefire Extension Provide Relief to Wall Street ETFs?
• Neutral Sentiment: Invesco’s related Income Advantage ETF declared a monthly distribution, a small supportive item for investor demand in the broader QQQ product family, but it’s unlikely to be a major driver. Invesco QQQ Income Advantage ETF declares monthly distribution of $0.4635
• Negative Sentiment: Earlier headlines that Iran refused to attend peace talks and commentary about late‑cycle market risks/reminders from Fed testimony inject caution and could reverse risk appetite if escalations recur. Stocks Fall as Iran Refuses to Attend Peace Talks

Invesco QQQ Stock Up 1.7%

Shares of NASDAQ:QQQ opened at $655.11 on Thursday. The firm's 50 day simple moving average is $603.84 and its 200-day simple moving average is $611.68. Invesco QQQ has a one year low of $452.88 and a one year high of $655.33.

Invesco QQQ Cuts Dividend

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

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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