PFG Investments LLC Has $23 Million Stake in Invesco QQQ $QQQ

Key Points

• PFG Investments LLC increased its Invesco QQQ stake by 16.7% in Q4 and now holds 37,435 shares worth roughly $22.996 million, making QQQ 1.1% of its portfolio and its 13th largest position.
• Other institutions also added to QQQ (e.g., Brighton Jones, Invesco Ltd), leaving institutional ownership at 44.58%, while ETF inflows and options activity signal concentrated demand and stronger trading interest.
• QQQ recently traded near $637.40 (12‑month range $427.93–$637.83) and paid a quarterly dividend of $0.7328 per share (annualized $2.93, yield 0.5%).

PFG Investments LLC lifted its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 16.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 37,435 shares of the exchange traded fund's stock after purchasing an additional 5,350 shares during the quarter. Invesco QQQ accounts for 1.1% of PFG Investments LLC's investment portfolio, making the stock its 13th largest holding. PFG Investments LLC's holdings in Invesco QQQ were worth $22,996,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of QQQ. Brighton Jones LLC raised its position in shares of Invesco QQQ by 15.0% during the fourth quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund's stock worth $19,605,000 after purchasing an additional 4,989 shares during the period. Revolve Wealth Partners LLC raised its position in shares of Invesco QQQ by 3.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund's stock worth $2,687,000 after purchasing an additional 176 shares during the period. Jupiter Wealth Management LLC acquired a new position in shares of Invesco QQQ during the second quarter worth approximately $290,000. Wealth Group Ltd. raised its position in shares of Invesco QQQ by 283.7% during the second quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund's stock worth $13,587,000 after purchasing an additional 18,210 shares during the period. Finally, Invesco Ltd. raised its position in shares of Invesco QQQ by 1,057.3% during the second quarter. Invesco Ltd. now owns 33,063 shares of the exchange traded fund's stock worth $18,239,000 after purchasing an additional 30,206 shares during the period. 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: Institutional options accumulation and a surge in hedged volatility trades point to concentrated demand for QQQ and increased probability of big moves that benefit the ETF’s liquidity and trading interest. One Member Turned Volatility Into 536% in a Day…
• Positive Sentiment: ETF flow reports show QQQ among top daily inflows, supporting price action by adding long-term and short-term buyer demand into Nasdaq‑100 exposure. Daily ETF Flows: QQQ SMH Top The List
• Positive Sentiment: Analysis highlighting “smart money” redeploying capital into select assets suggests active rotation into winners; if that includes mega‑cap tech, it supports QQQ’s rally potential. Smart Money Is Deploying Fresh Capital
• Neutral Sentiment: The market rebound narrative — labeled by some as complacency — helps risk assets short term but raises the chance of sharp reversals if new information (inflation, geopolitics) arrives. Market Rebounds As Investor Complacency Reigns
• Neutral Sentiment: Pre‑market updates and daily ETF notes show mixed intraday positioning for QQQ, indicating short‑term volatility rather than a clear trend. Invesco QQQ Trust ETF (QQQ) Daily Update 4/15/2026
• Negative Sentiment: Focus on shrinking the Fed’s balance sheet (and a potentially more hawkish Fed stance if Warsh is confirmed) raises liquidity/headwind risks for equities — a direct negative for QQQ’s growth‑heavy index. With Warsh Confirmation Pending Focus Reverts To Shrinking Fed Balance Sheet
• Negative Sentiment: Rising PPI and energy price spikes plus ongoing Middle East tensions (Strait of Hormuz/blockade coverage) increase inflation and risk‑off pressure — typically unfavorable for large cap tech exposure concentrated in QQQ. PPI Jumps By Over 6% Month-To-Month Annualized...

Invesco QQQ Stock Up 1.4%

Shares of NASDAQ:QQQ opened at $637.40 on Thursday. Invesco QQQ has a twelve month low of $427.93 and a twelve month high of $637.83. The stock's 50 day moving average is $600.04 and its 200-day moving average is $610.11.

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 dividend of $0.7328 per share. The ex-dividend date was Monday, March 23rd. This represents a $2.93 annualized dividend and a yield of 0.5%.

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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