Kingswood Wealth Advisors LLC Buys 19,554 Shares of Invesco QQQ $QQQ

Key Points

• Kingswood Wealth Advisors LLC increased its stake by 35.5% in Invesco QQQ during Q4, buying an additional 19,554 shares for a total holding of 74,679 shares worth about $45.9 million, making QQQ 2.2% of its portfolio and its fourth-largest position.
• Multiple large institutions (PNC, Envestnet, IMS, US Bancorp, Maxi Investments) also boosted QQQ positions, and institutional/hedge fund ownership stands at about 44.58%, indicating continued institutional demand.
• QQQ recently paid a quarterly dividend of $0.7328 (annualized $2.93, yield 0.4%) and is trading near its one-year high (around $655) with 50‑day and 200‑day moving averages near $603.84 and $611.68 respectively.

Kingswood Wealth Advisors LLC increased its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 35.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 74,679 shares of the exchange traded fund's stock after acquiring an additional 19,554 shares during the period. Invesco QQQ makes up 2.2% of Kingswood Wealth Advisors LLC's investment portfolio, making the stock its 4th largest position. Kingswood Wealth Advisors LLC's holdings in Invesco QQQ were worth $45,876,000 as of its most recent filing with the SEC.

Several other hedge funds have also modified their holdings of the stock. PNC Financial Services Group Inc. boosted its position in shares of Invesco QQQ by 0.3% in the third quarter. PNC Financial Services Group Inc. now owns 3,071,021 shares of the exchange traded fund's stock worth $1,843,749,000 after acquiring an additional 8,038 shares during the last quarter. Envestnet Asset Management Inc. boosted its position in shares of Invesco QQQ by 2.2% in the third quarter. Envestnet Asset Management Inc. now owns 2,986,326 shares of the exchange traded fund's stock worth $1,792,901,000 after acquiring an additional 64,025 shares during the last quarter. Analyst IMS Investment Management Services Ltd. boosted its position in shares of Invesco QQQ by 68.6% in the fourth 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 acquiring an additional 712,026 shares during the last quarter. US Bancorp DE boosted its position in shares of Invesco QQQ by 0.5% in the third quarter. US Bancorp DE now owns 1,378,057 shares of the exchange traded fund's stock worth $827,346,000 after acquiring an additional 7,378 shares during the last quarter. Finally, Maxi Investments CY Ltd boosted its position in shares of Invesco QQQ by 8.1% in the third quarter. Maxi Investments CY Ltd now owns 1,235,000 shares of the exchange traded fund's stock worth $741,457,000 after acquiring an additional 92,700 shares during the last quarter. 44.58% of the stock is owned by institutional investors and hedge funds.

More Invesco QQQ News

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

• Positive Sentiment: Broad-market and Nasdaq-linked ETFs rose after midday as U.S. equities advanced, lifting demand for QQQ exposure and reinforcing momentum into large-cap tech names. Exchange-Traded Funds Rise as US Equities Advance After Midday
• Positive Sentiment: A risk-on trade following President Trump’s decision to extend a cease-fire with Iran boosted small caps and market breadth — a favorable backdrop for tech-led rallies that benefit QQQ. Russell 2000 Extends Gains as Risk-On Trade Buoys Small Cap Sentiment
• Positive Sentiment: Coverage highlighting why QQQ is rising today points to rotation into AI/mega-cap tech names within the Nasdaq‑100, which directly supports QQQ flows and price action. What’s Driving the Invesco QQQ Trust ETF (QQQ) Higher Today 4-22-2026?
• Neutral Sentiment: Major ETFs face a potential volatility test from Tesla’s after‑hours earnings report; Tesla’s result could temporarily sway tech-centric funds but the net impact on QQQ depends on the stock’s weight and the earnings surprise. Major ETFs Face Tesla Earnings Test Amid AI Pivot
• Neutral Sentiment: Analysts note the ceasefire extension eases immediate geopolitical risk yet uncertainty remains; fragile geopolitics mean gains could be susceptible to headlines. Will a Ceasefire Extension Provide Relief to Wall Street ETFs?
• Neutral Sentiment: Invesco’s related Income Advantage ETF declared a monthly distribution, a small supportive item for investor demand in the broader QQQ product family, but it’s unlikely to be a major driver. Invesco QQQ Income Advantage ETF declares monthly distribution of $0.4635
• Negative Sentiment: Earlier headlines that Iran refused to attend peace talks and commentary about late‑cycle market risks/reminders from Fed testimony inject caution and could reverse risk appetite if escalations recur. Stocks Fall as Iran Refuses to Attend Peace Talks

Invesco QQQ Stock Performance

NASDAQ QQQ opened at $655.11 on Thursday. Invesco QQQ has a one year low of $452.88 and a one year high of $655.33. The company's 50 day moving average price is $603.84 and its 200 day moving average price is $611.68.

Invesco QQQ Cuts Dividend

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

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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