Invesco QQQ $QQQ is Dougherty Wealth Advisers LLC's 4th Largest Position

Key Points

• Dougherty Wealth Advisers LLC boosted its stake in Invesco QQQ by 167.7% in Q4 to 25,848 shares, making QQQ its 4th-largest holding at approximately 9.0% of the firm's portfolio, valued at about $15.879 million.
• Several other institutions — including SG Americas, IMS Investment Management, NorthRock and BXM Wealth, plus a new stake from Japan Science & Technology Agency — also materially increased QQQ holdings, and 44.58% of the ETF is owned by hedge funds and other institutional investors.
• QQQ is trading near its one‑year high (~$664), with 50‑ and 200‑day SMAs around $606 and $612, and it recently paid a quarterly dividend of $0.7328 (annualized $2.93, yield 0.4%).

Dougherty Wealth Advisers LLC boosted its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 167.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 25,848 shares of the exchange traded fund's stock after buying an additional 16,193 shares during the period. Invesco QQQ accounts for approximately 9.0% of Dougherty Wealth Advisers LLC's portfolio, making the stock its 4th largest position. Dougherty Wealth Advisers LLC's holdings in Invesco QQQ were worth $15,879,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of QQQ. SG Americas Securities LLC lifted its holdings in Invesco QQQ by 120.2% in the fourth quarter. SG Americas Securities LLC now owns 213,722 shares of the exchange traded fund's stock worth $131,292,000 after buying an additional 1,270,102 shares during the period. Analyst IMS Investment Management Services Ltd. lifted its holdings in Invesco QQQ by 68.6% in the fourth quarter. Analyst IMS Investment Management Services Ltd. now owns 1,750,079 shares of the exchange traded fund's stock worth $1,075,091,000 after buying an additional 712,026 shares during the period. Japan Science & Technology Agency purchased a new stake in Invesco QQQ in the third quarter worth about $179,311,000. NorthRock Partners LLC lifted its holdings in Invesco QQQ by 1,355.6% in the third quarter. NorthRock Partners LLC now owns 304,852 shares of the exchange traded fund's stock worth $183,024,000 after buying an additional 283,909 shares during the period. Finally, BXM Wealth LLC lifted its holdings in Invesco QQQ by 1,744.9% in the fourth quarter. BXM Wealth LLC now owns 219,962 shares of the exchange traded fund's stock worth $135,125,000 after buying an additional 208,039 shares during the period. 44.58% of the stock is currently owned by hedge funds and other institutional investors.

Invesco QQQ Stock Performance

Shares of QQQ opened at $664.10 on Monday. Invesco QQQ has a one year low of $462.43 and a one year high of $664.51. The company has a 50-day simple moving average of $606.10 and a two-hundred day simple moving average of $612.41.

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. The ex-dividend date was Monday, March 23rd. This represents a $2.93 annualized dividend and a yield of 0.4%.

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 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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