Invesco QQQ $QQQ is Enzi Wealth's 5th Largest Position

Key Points

• Enzi Wealth boosted its stake in Invesco QQQ by 163.9% in Q4 to 28,171 shares, making QQQ its 5th-largest holding at roughly 6.2% of the portfolio and valued at about $17.45 million.
• Several other managers also added to QQQ—Brighton Jones (+15%), Revolve Wealth (+3.5%) and others—leaving hedge funds and institutional investors owning about 44.58% of the ETF.
• QQQ has recently rallied on hopes of Iran de‑escalation and strong trailing returns tied to AI/tech exposure, but unusual options flow, geopolitical risks and softer economic signals could amplify volatility in the near term.

Enzi Wealth increased its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 163.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 28,171 shares of the exchange traded fund's stock after buying an additional 17,495 shares during the period. Invesco QQQ comprises approximately 6.2% of Enzi Wealth's holdings, making the stock its 5th largest holding. Enzi Wealth's holdings in Invesco QQQ were worth $17,454,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in QQQ. Brighton Jones LLC lifted its position in shares of Invesco QQQ by 15.0% in the 4th quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund's stock worth $19,605,000 after purchasing an additional 4,989 shares during the period. Revolve Wealth Partners LLC raised its stake in Invesco QQQ by 3.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund's stock worth $2,687,000 after buying an additional 176 shares in the last quarter. Jupiter Wealth Management LLC bought a new position in Invesco QQQ in the second quarter worth approximately $290,000. Wealth Group Ltd. lifted its holdings in Invesco QQQ by 283.7% during the second quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund's stock worth $13,587,000 after buying an additional 18,210 shares during the period. Finally, Russell Investments Group Ltd. lifted its holdings in Invesco QQQ by 37.9% during the second quarter. Russell Investments Group Ltd. now owns 5,644 shares of the exchange traded fund's stock worth $3,113,000 after buying an additional 1,551 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 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 Stock Up 1.2%

Shares of NASDAQ QQQ opened at $584.31 on Thursday. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01. The stock's fifty day simple moving average is $603.55 and its two-hundred 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. Investors 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 yield of 0.5%.

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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