Invesco QQQ $QQQ Position Increased by Wealthcare Capital Partners LLC

Key Points

• Wealthcare Capital Partners increased its Invesco QQQ position by 192.7% in the second quarter, holding 2,596 shares valued at approximately $1.91 million.
• Institutional investors own 44.58% of QQQ, while several other firms recently initiated or expanded their positions.
• QQQ opened at $723.03, near its 52-week high, and raised its quarterly dividend to $0.8135, equivalent to a 0.5% annualized yield.

Wealthcare Capital Partners LLC boosted its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 192.7% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,596 shares of the exchange traded fund's stock after buying an additional 1,709 shares during the quarter. Invesco QQQ accounts for about 0.8% of Wealthcare Capital Partners LLC's investment portfolio, making the stock its 25th largest position. Wealthcare Capital Partners LLC's holdings in Invesco QQQ were worth $1,912,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the stock. University of Texas Texas AM Investment Management Co. purchased a new stake in shares of Invesco QQQ during the fourth quarter valued at $25,000. Shcp LLC acquired a new position in shares of Invesco QQQ in the 3rd quarter valued at $27,000. Annis Gardner Whiting Capital Advisors LLC increased its stake in Invesco QQQ by 2,150.0% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund's stock worth $28,000 after purchasing an additional 43 shares in the last quarter. Parvin Asset Management LLC purchased a new position in Invesco QQQ in the 1st quarter worth about $28,000. Finally, Rachor Investment Advisory Services LLC acquired a new stake in Invesco QQQ during the 4th quarter worth about $29,000. Institutional investors own 44.58% of the company's stock.

Invesco QQQ Stock Performance

NASDAQ QQQ opened at $723.03 on Monday. Invesco QQQ has a 1 year low of $555.60 and a 1 year high of $748.65. The stock's 50-day moving average price is $714.18 and its two-hundred day moving average price is $661.42.

Invesco QQQ Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, July 10th. Stockholders of record on Monday, June 22nd were given a $0.8135 dividend. This represents a $3.25 annualized dividend and a dividend yield of 0.5%. This is an increase from Invesco QQQ's previous quarterly dividend of $0.73. The ex-dividend date of this dividend was Monday, June 22nd.

Invesco QQQ News Roundup

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

• Positive Sentiment: Investors directed billions into broad U.S. equity ETFs and mega-cap technology leaders this week, signaling continued demand for the large Nasdaq-listed companies that heavily influence QQQ. Broad Market Momentum and Defensive Pivots: This Week's Top ETF Flows
• Positive Sentiment: A weaker-than-expected July employment report has reduced expectations for additional Fed rate hikes and increased hopes for easier monetary policy. Lower interest-rate expectations generally benefit growth and technology stocks by improving the value of future earnings. July Payrolls: Bad News Is Good Again
• Positive Sentiment: Nasdaq-focused ETFs and broader U.S. equity indicators advanced after midday, reinforcing the market’s current tech-led momentum and providing a favorable backdrop for QQQ. Exchange-Traded Funds Rise as US Equities Advance After Midday
• Neutral Sentiment: Analysts continue to debate whether the Nasdaq rally can extend through the second half of 2026. Potential catalysts include artificial-intelligence investment and easing financial conditions, while elevated valuations and earnings volatility remain key risks. A Guide to Nasdaq ETF Investing
• Negative Sentiment: Some investors are rotating defensively into ultra-short Treasuries, gold and healthcare, suggesting that geopolitical uncertainty and volatility are limiting broader risk appetite. A hotter-than-expected July CPI report could also revive inflation concerns and pressure high-growth technology valuations. July CPI Inflation Could Come in Hot

About Invesco QQQ

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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