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Invesco QQQ $QQQ Position Increased by YHB Investment Advisors Inc.

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Key Points

  • YHB Investment Advisors increased its stake in Invesco QQQ by 24.8% in Q4, owning 9,296 shares valued at about $5.71 million after buying an additional 1,845 shares.
  • Invesco QQQ recently paid a quarterly dividend of $0.7328 (annualized $2.93, ~0.5% yield) and is trading within a 12‑month range of $402.39 to $637.01, with 50‑ and 200‑day SMAs near $603 and $609 respectively.
  • Market sentiment is mixed: near‑term weakness and warnings of a potential “bull trap” contrast with longer‑term bullish views on the Nasdaq‑100/QQQ driven by AI exposure and optimism tied to geopolitical de‑escalation.
  • Five stocks to consider instead of Invesco QQQ.

YHB Investment Advisors Inc. grew its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 24.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 9,296 shares of the exchange traded fund's stock after purchasing an additional 1,845 shares during the period. YHB Investment Advisors Inc.'s holdings in Invesco QQQ were worth $5,711,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Goodman Advisory Group LLC bought a new stake in shares of Invesco QQQ during the 3rd quarter valued at about $25,000. Shcp LLC bought a new position in Invesco QQQ in the third quarter worth about $27,000. Navigoe LLC boosted its stake in Invesco QQQ by 300.0% in the third quarter. Navigoe LLC now owns 60 shares of the exchange traded fund's stock valued at $36,000 after acquiring an additional 45 shares during the period. Measured Wealth Private Client Group LLC bought a new position in shares of Invesco QQQ during the third quarter valued at approximately $40,000. Finally, PayPay Securities Corp grew its holdings in shares of Invesco QQQ by 78.9% during the third quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund's stock valued at $41,000 after purchasing an additional 30 shares during the last quarter. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ Trading Up 0.1%

Shares of Invesco QQQ stock opened at $584.98 on Friday. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01. The business's 50 day simple moving average is $602.83 and its 200-day simple moving average is $609.21.

Invesco QQQ Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Monday, March 23rd were given a $0.7328 dividend. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.93 annualized dividend and a yield of 0.5%.

Invesco QQQ News Summary

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

About Invesco QQQ

(Free Report)

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.

Featured Stories

Want to see what other hedge funds are holding QQQ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco QQQ (NASDAQ:QQQ - Free Report).

Institutional Ownership by Quarter for Invesco QQQ (NASDAQ:QQQ)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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