Invesco QQQ $QQQ Stake Lessened by Wealthfront Advisers LLC

Key Points

• Wealthfront Advisers LLC trimmed its stake in Invesco QQQ (QQQ) by 18.6% in Q4, selling 42,109 shares and ending the period with 184,756 shares valued at roughly $113.5 million.
• QQQ is trading near its one‑year high (~$664) and is benefiting from a tech/Nasdaq‑100 risk‑on rally and ceasefire headlines, but faces mounting competition from BlackRock and State Street and geopolitical/oil risks that could increase volatility.
• The fund recently paid a quarterly dividend of $0.7328 (annualized $2.93), representing a yield of about 0.4%.

Wealthfront Advisers LLC lowered its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 18.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 184,756 shares of the exchange traded fund's stock after selling 42,109 shares during the period. Wealthfront Advisers LLC's holdings in Invesco QQQ were worth $113,497,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Ares Financial Consulting LLC purchased a new stake in shares of Invesco QQQ in the fourth quarter valued at $1,214,000. M&T Bank Corp raised its holdings in shares of Invesco QQQ by 1.5% during the fourth quarter. M&T Bank Corp now owns 143,305 shares of the exchange traded fund's stock worth $88,034,000 after acquiring an additional 2,100 shares in the last quarter. Koa Wealth Management LLC raised its holdings in shares of Invesco QQQ by 2.0% during the fourth quarter. Koa Wealth Management LLC now owns 989 shares of the exchange traded fund's stock worth $608,000 after acquiring an additional 19 shares in the last quarter. Quadcap Wealth Management LLC raised its holdings in shares of Invesco QQQ by 2.9% during the fourth quarter. Quadcap Wealth Management LLC now owns 20,069 shares of the exchange traded fund's stock worth $12,318,000 after acquiring an additional 567 shares in the last quarter. Finally, Rareview Capital LLC raised its holdings in shares of Invesco QQQ by 1.4% during the fourth quarter. Rareview Capital LLC now owns 25,488 shares of the exchange traded fund's stock worth $15,658,000 after acquiring an additional 363 shares in the last quarter. Hedge funds and other institutional investors own 44.58% of the company's stock.

Invesco QQQ Trading Up 0.1%

Shares of NASDAQ:QQQ opened at $664.23 on Tuesday. Invesco QQQ has a 1 year low of $462.43 and a 1 year high of $664.51. The business has a fifty day simple moving average of $607.34 and a 200 day simple moving average of $612.79.

Invesco QQQ Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Monday, March 23rd were issued a dividend of $0.7328 per share. This represents a $2.93 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, March 23rd.

Key Invesco QQQ News

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

• Positive Sentiment: Nasdaq‑100 momentum: QQQ is benefiting from a sustained risk‑on rally and recent ceasefire headlines that have pushed tech and the Nasdaq‑100 toward all‑time highs, supporting further inflows and positive price direction. Top 3 catalysts for Nasdaq 100 Index and QQQ ETF this week
• Positive Sentiment: Ceasefire tailwind: Analysis shows a calmer Middle East tone (ceasefire-related) lifting tech stocks that dominate QQQ’s weighting, a key bullish catalyst for the ETF. Ceasefire Without An Endgame: Tech Climbs The Wall Of Hormuz
• Neutral Sentiment: Short‑term trading noise: Daily updates show only slight pre‑market moves for QQQ, indicating small intraday variation despite the broader uptrend. Invesco QQQ Trust ETF (QQQ) Daily Update, 4-27-2026
• Neutral Sentiment: Issuer earnings watch: Coverage of Invesco’s upcoming earnings raises questions about revenue growth versus profit declines for the issuer — this may influence fund flows or sentiment for Invesco products, including QQQ, but the direct ETF impact is uncertain. Invesco earnings up next: Can revenue growth offset profit decline?
• Negative Sentiment: Rising competition: BlackRock and State Street are seeking Nasdaq‑100 products to compete with QQQ — increased competition could pressure QQQ’s market share and fee dynamics over time. BlackRock, State Street Want In on the Nasdaq 100. Can They Compete With Invesco’s QQQ?
• Negative Sentiment: Challengers emerge: Analysts note a structural shift inviting new challengers to QQQ’s dominance — an item to monitor for longer‑term ETF flows and competitive positioning. QQQ State of Play: Challengers Emerge After Structural Shift
• Negative Sentiment: Geopolitical/oil risk: Coverage highlights that slowed peace talks and oil back near $100/barrel could spark volatility and dent tech multiples that drive QQQ performance. Nasdaq Composite Eyes AI Deals, Tech Earnings and Fed but Oil Shock Looms

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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