Marshall Financial Group LLC Has $27.43 Million Position in Invesco QQQ $QQQ

Key Points

• Marshall Financial Group increased its Invesco QQQ position by 8.4% in the second quarter, bringing its holdings to 37,252 shares valued at approximately $27.43 million. QQQ represents about 4% of the firm’s portfolio and is its fourth-largest position.
• Institutional investors and hedge funds collectively own 44.58% of QQQ, with several firms also adding to their positions during the first and second quarters.
• QQQ shares opened at $723.70, within a 52-week range of $555.60 to $748.65, while the fund raised its quarterly dividend to $0.8135 per share, equivalent to an annualized yield of about 0.4%.

Marshall Financial Group LLC raised its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 8.4% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 37,252 shares of the exchange traded fund's stock after acquiring an additional 2,880 shares during the period. Invesco QQQ makes up about 4.0% of Marshall Financial Group LLC's holdings, making the stock its 4th largest position. Marshall Financial Group LLC's holdings in Invesco QQQ were worth $27,432,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in QQQ. CAP Partners LLC increased its stake in Invesco QQQ by 3.5% during the 1st quarter. CAP Partners LLC now owns 444 shares of the exchange traded fund's stock valued at $256,000 after purchasing an additional 15 shares in the last quarter. Durante & Waters LLC grew its holdings in shares of Invesco QQQ by 1.1% during the first quarter. Durante & Waters LLC now owns 1,425 shares of the exchange traded fund's stock valued at $822,000 after buying an additional 15 shares during the last quarter. Roxbury Financial LLC grew its holdings in shares of Invesco QQQ by 19.7% during the second quarter. Roxbury Financial LLC now owns 91 shares of the exchange traded fund's stock valued at $67,000 after buying an additional 15 shares during the last quarter. GoalVest Advisory LLC increased its position in shares of Invesco QQQ by 0.5% during the second quarter. GoalVest Advisory LLC now owns 3,016 shares of the exchange traded fund's stock worth $2,221,000 after acquiring an additional 15 shares in the last quarter. Finally, Forty three Eighteen Advisors LLC lifted its position in Invesco QQQ by 0.6% in the 1st quarter. Forty three Eighteen Advisors LLC now owns 2,694 shares of the exchange traded fund's stock valued at $1,555,000 after acquiring an additional 16 shares in the last quarter. Institutional investors and hedge funds own 44.58% of the company's stock.

Invesco QQQ News Summary

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

• Positive Sentiment: U.S. equities, including the Nasdaq, finished higher after core CPI rose a moderate 0.2% month over month. The data reduced fears of an earlier-than-expected rate hike, supporting growth and technology stocks that represent a large portion of QQQ. S&P 500 and Nasdaq end higher as CPI calms rate hike fears
• Positive Sentiment: Market commentary continues to point to strong AI-related capital spending and potential capital rotation into leading technology companies, which could support the large-cap growth stocks held by QQQ. Navigating AI waves and capital rotation
• Positive Sentiment: A technical analysis report identified a historical QQQ signal that may indicate additional gains ahead, reinforcing bullish investor sentiment. Historic QQQ signal suggests more gains ahead
• Neutral Sentiment: ETF demand remains strong: U.S. ETF assets and net flows reached records during the first half of 2026. Continued inflows can provide a favorable backdrop for QQQ, but the broader surge also reflects intense competition among ETF providers and products. U.S. ETF investors at odds
• Negative Sentiment: Several reports caution that AI enthusiasm has pushed expectations and valuations higher. A slowdown in AI capital expenditures, disappointment in hyperscaler spending, or weaker-than-expected earnings could pressure QQQ’s concentrated technology holdings. Wall Street is repackaging the AI bubble
• Negative Sentiment: QQQ’s higher expense ratio compared with the similar QQQM fund may encourage cost-conscious investors to choose the lower-fee alternative, potentially limiting flows into QQQ over time. QQQ versus QQQM expenses

Invesco QQQ Price Performance

Shares of QQQ opened at $723.70 on Thursday. Invesco QQQ has a 52 week low of $555.60 and a 52 week high of $748.65. The stock has a 50 day moving average price of $712.78 and a two-hundred day moving average price of $663.66.

Invesco QQQ Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 10th. Investors of record on Monday, June 22nd were issued a dividend of $0.8135 per share. This represents a $3.25 dividend on an annualized basis and a yield of 0.4%. This is an increase from Invesco QQQ's previous quarterly dividend of $0.73. The ex-dividend date was Monday, June 22nd.

Invesco QQQ 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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