Invesco QQQ $QQQ Shares Sold by Valeo Financial Advisors LLC

Key Points

• Valeo Financial Advisors LLC reduced its Invesco QQQ stake by 3.0% in the fourth quarter, selling 1,609 shares and leaving it with 52,227 shares valued at about $32.1 million.
• Despite that trim, QQQ continues to attract significant institutional interest, with several other large investors adding positions and 44.58% of the ETF owned by institutional investors and hedge funds.
• Fundamentally, QQQ remains supported by Nasdaq-100 strength, AI-led tech gains, and strong inflows, though some commentary warns the rally may be stretched and vulnerable to a pullback.

Valeo Financial Advisors LLC trimmed its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 3.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 52,227 shares of the exchange traded fund's stock after selling 1,609 shares during the period. Invesco QQQ comprises 0.7% of Valeo Financial Advisors LLC's holdings, making the stock its 27th largest position. Valeo Financial Advisors LLC's holdings in Invesco QQQ were worth $32,084,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of the stock. SG Americas Securities LLC grew its stake in shares of Invesco QQQ by 120.2% during the 4th quarter. SG Americas Securities LLC now owns 213,722 shares of the exchange traded fund's stock worth $131,292,000 after purchasing an additional 1,270,102 shares during the period. Analyst IMS Investment Management Services Ltd. grew its stake in shares of Invesco QQQ by 68.6% during the 4th 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 purchasing an additional 712,026 shares during the period. Japan Science & Technology Agency acquired a new stake in shares of Invesco QQQ during the 3rd quarter worth approximately $179,311,000. NorthRock Partners LLC grew its stake in shares of Invesco QQQ by 1,355.6% during the 3rd quarter. NorthRock Partners LLC now owns 304,852 shares of the exchange traded fund's stock worth $183,024,000 after purchasing an additional 283,909 shares during the period. Finally, BXM Wealth LLC grew its stake in shares of Invesco QQQ by 1,744.9% during the 4th quarter. BXM Wealth LLC now owns 219,962 shares of the exchange traded fund's stock worth $135,125,000 after purchasing an additional 208,039 shares during the period. 44.58% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: QQQ is benefiting from a fresh Nasdaq-100 record, with large-cap tech and AI-related stocks driving the index higher and reinforcing bullish momentum. Nasdaq-100 record fuels QQQ debate on long-term gains
• Positive Sentiment: Market commentary highlights AI as a leading theme, which supports QQQ because of its heavy exposure to top technology and AI beneficiaries. 3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities
• Positive Sentiment: Broad market gains and stronger U.S. stock indexes are lifting index ETFs, adding support for QQQ alongside other equity funds. Exchange-Traded Funds Rise as US Equities Gain Midday
• Positive Sentiment: QQQ has seen significant inflows as investors buy the Nasdaq-100 rebound, indicating continued demand for the ETF. QQQ sees $10B inflow in 21 days as Nasdaq 100 rebounds
• Neutral Sentiment: Several articles debate whether QQQ is still attractive after the Nasdaq-100’s record run, which reflects investor interest but does not point to a clear near-term catalyst. VOO vs. QQQ: Which Index Fund Is the Better Buy Right Now?
• Neutral Sentiment: Other coverage focuses on market structure, sentiment, and index comparisons, which may influence trading interest but are less likely to move QQQ directly. QQQ vs. IWM: Is Large-Cap Growth or Small-Cap Diversification the Better Choice for Investors?
• Negative Sentiment: Some commentary warns that the rally could be getting stretched, and a potential summer drawdown could pressure high-growth Nasdaq ETFs like QQQ if sentiment cools. A Significant Drawdown Is Likely This Summer

Invesco QQQ Stock Down 0.0%

Shares of NASDAQ QQQ opened at $710.93 on Monday. Invesco QQQ has a 12 month low of $486.20 and a 12 month high of $711.23. The firm's 50 day simple moving average is $615.95 and its 200-day simple moving average is $616.05.

Invesco QQQ Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were paid 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 dividend yield of 0.4%.

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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