Invesco QQQ $QQQ Shares Bought by Novak & Powell Financial Services Inc.

Key Points

• Novak & Powell Financial Services increased its stake in Invesco QQQ by 28.5% in Q3 to 19,770 shares (about $11.87 million), making QQQ roughly 6.2% of its portfolio and its second‑largest holding.
• Invesco QQQ raised its quarterly dividend to $0.7941 (annualized $3.18, ~0.5% yield), up from the prior quarterly payout of $0.69.
• Analyst sentiment favors growth/AI exposure as a tailwind for QQQ, but geopolitical tensions and rising yields present downside risks that could prompt rotation into value or defensive sectors.

Novak & Powell Financial Services Inc. increased its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 28.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,770 shares of the exchange traded fund's stock after buying an additional 4,390 shares during the quarter. Invesco QQQ accounts for about 6.2% of Novak & Powell Financial Services Inc.'s investment portfolio, making the stock its 2nd largest position. Novak & Powell Financial Services Inc.'s holdings in Invesco QQQ were worth $11,870,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also bought and sold shares of the company. Orgel Wealth Management LLC boosted its stake in shares of Invesco QQQ by 4.7% in the 3rd quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund's stock valued at $229,000 after purchasing an additional 17 shares in the last quarter. Enclave Advisors LLC increased its position in shares of Invesco QQQ by 0.9% during the 3rd quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund's stock worth $1,099,000 after purchasing an additional 17 shares in the last quarter. IFS Advisors LLC lifted its holdings in Invesco QQQ by 4.1% during the 3rd quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund's stock valued at $259,000 after purchasing an additional 17 shares during the last quarter. Mezzasalma Advisors LLC boosted its position in Invesco QQQ by 0.5% in the third quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund's stock valued at $1,988,000 after buying an additional 17 shares in the last quarter. Finally, TCV Trust & Wealth Management Inc. grew its stake in 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 buying an additional 17 shares during the last quarter. Institutional investors and hedge funds own 44.58% of the company's stock.

Key Invesco QQQ News

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

• Positive Sentiment: Analysts and commentators are calling growth ETFs attractive after the S&P pullback, encouraging buying into Nasdaq‑heavy funds like QQQ as a way to capture long‑term tech/AI upside. While the S&P 500 Sells Off These 2 Growth ETFs Are Still Worth Buying
• Positive Sentiment: Sector/stock‑specific rallies in cloud and AI infrastructure names (neocloud group) are lifting tech‑heavy indexes, supporting QQQ’s gains as those megacap and growth segments show strength. Neocloud Stocks Skyrocket: Why IREN, CoreWeave, and MARA Holdings Are Rallying
• Positive Sentiment: Optimistic takes on the AI thematic argue investors should maintain or add exposure to AI winners — a tailwind for QQQ given its concentration in large AI/tech names. Why You Should Still Buy The AI Bubble
• Neutral Sentiment: ETF comparisons and buy/sell guidance (VOO vs QQQ, VONG vs QQQ) are prompting tactical flows between broad‑cap and growth ETFs; this can create short‑term rotation but doesn’t alter QQQ’s long‑term case. VOO or QQQ: Investor Says One ETF Looks Far More Attractive for 2026
• Neutral Sentiment: Daily updates and pre‑market notes show short‑term positioning tilting into QQQ, reflecting intraday/intraworkweek flow more than a structural change. Invesco QQQ Trust ETF (QQQ) Daily Update, 3/16/2026
• Negative Sentiment: Geopolitical risk (U.S.‑Iran tensions) is creating downside risk for semiconductors and broader tech supply chains — a headwind for QQQ’s sizable semiconductor and hardware exposure. U.S.-Iran War: Hidden Risks For Semiconductors
• Negative Sentiment: Macro worries — a potential shift in the Fed rate outlook, rising 10‑year yields and recession chatter — lift volatility and can pressure high‑multiple growth stocks that dominate QQQ. Turning Point: The Next Phase For The 10-Year Bond Yield Is Crucial
• Negative Sentiment: Some analysts argue value‑tilts (e.g., Dow ETFs) may outperform if geopolitical and rate uncertainty persists, which could prompt rotation out of QQQ into safer/value sectors. Is Dow ETF Better-Positioned Than S&P 500 & Nasdaq Amid Iran War?

Invesco QQQ Stock Up 1.1%

NASDAQ QQQ opened at $600.38 on Tuesday. The company has a 50 day moving average of $612.91 and a 200-day moving average of $609.09. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01.

Invesco QQQ Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were issued a dividend of $0.7941 per share. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $3.18 dividend on an annualized basis and a yield of 0.5%. This is a positive change from Invesco QQQ's previous quarterly dividend of $0.69.

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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