Invesco QQQ $QQQ Stake Raised by Curtis Advisory Group LLC

Key Points

• Curtis Advisory Group LLC raised its stake in Invesco QQQ by 13.8% in Q4 to 23,308 shares worth $14.32 million, making QQQ 3.0% of its portfolio and its eighth-largest holding.
• Other institutions (including Sovran Advisors, Fifth Third Securities and Corepath Wealth) also adjusted positions, and overall institutional ownership of QQQ is 44.58%, indicating continued professional interest.
• QQQ is trading near $611 with 50‑day/200‑day moving averages of $599/$609 and a 1‑year range of $427.93–$637.01, and it pays an annualized dividend of $2.93 (yield 0.5%), though elevated CPI and macro risks could weigh on long‑duration growth names in the ETF.

Curtis Advisory Group LLC increased its holdings in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 13.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,308 shares of the exchange traded fund's stock after buying an additional 2,833 shares during the period. Invesco QQQ comprises 3.0% of Curtis Advisory Group LLC's investment portfolio, making the stock its 8th largest holding. Curtis Advisory Group LLC's holdings in Invesco QQQ were worth $14,318,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Sovran Advisors LLC grew its holdings in Invesco QQQ by 8.0% during the 4th quarter. Sovran Advisors LLC now owns 18,032 shares of the exchange traded fund's stock worth $11,212,000 after acquiring an additional 1,340 shares in the last quarter. Fifth Third Securities Inc. boosted its holdings in shares of Invesco QQQ by 2.6% in the 3rd quarter. Fifth Third Securities Inc. now owns 109,863 shares of the exchange traded fund's stock valued at $65,959,000 after buying an additional 2,822 shares in the last quarter. SK Wealth Management LLC acquired a new position in shares of Invesco QQQ in the 3rd quarter valued at $803,000. Corepath Wealth Partners LLC boosted its holdings in shares of Invesco QQQ by 19.7% in the 4th quarter. Corepath Wealth Partners LLC now owns 8,723 shares of the exchange traded fund's stock valued at $5,471,000 after buying an additional 1,436 shares in the last quarter. Finally, Great Point Wealth Advisors LLC acquired a new stake in Invesco QQQ during the 3rd quarter worth $507,000. 44.58% of the stock is owned by hedge funds and other institutional investors.

More Invesco QQQ News

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

• Positive Sentiment: Pre-market coverage notes QQQ is inching higher as traders favor Nasdaq names on continued momentum and rotation into megacap tech. Why Is Invesco QQQ Trust ETF (QQQ) Inching Higher Today, 4/10/2026?
• Positive Sentiment: Technical and breadth signals alongside insider buying and bullish analyst calls are painting a constructive near-term picture for US equities, supporting QQQ demand. 3 Key Signals Paint a Bullish Picture for US Stocks
• Positive Sentiment: Ceasefire hopes in the Middle East helped lift risk assets across the board, with Nasdaq/QQQ among the stronger index ETFs on the rally. Stocks Finish Sharply Higher on US-Iran Ceasefire
• Neutral Sentiment: Investor sentiment surveys show reduced pessimism, which can support continued flows into growth ETFs like QQQ but is not a direct catalyst. AAII Sentiment Survey: Pessimism Retreats
• Neutral Sentiment: Educational and index reviews put recent gains in historical context; useful for positioning but less likely to move QQQ intraday. The S&P 500, Dow and Nasdaq Since 2000 Highs as of March 2026
• Negative Sentiment: The CPI print rose to 3.3% (highest in nearly two years)—in line with expectations—but elevated inflation keeps rate concerns alive, which typically pressures long-duration growth names in QQQ. CPI Inflation Rate Up Nearly +1%, As Expected
• Negative Sentiment: Several macro and market-commentary pieces warn of fragile conditions (GDP revisions, ceasefire risks, and weak bottom-up fundamentals), which could trigger pullbacks in QQQ if sentiment turns. Q4 GDP Revision And February PCE: Growth Revised Down, No Relief On Inflation

Invesco QQQ Stock Performance

Shares of NASDAQ:QQQ opened at $611.07 on Monday. The firm has a fifty day moving average price of $599.35 and a 200 day moving average price of $609.52. Invesco QQQ has a 1-year low of $427.93 and a 1-year high of $637.01.

Invesco QQQ Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Monday, March 23rd were paid a dividend of $0.7328 per share. The ex-dividend date was Monday, March 23rd. This represents a $2.93 dividend on an annualized basis and a yield of 0.5%.

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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