RIA Advisory Group LLC Has $45.86 Million Holdings in Invesco QQQ $QQQ

Key Points

• RIA Advisory Group LLC increased its stake in Invesco QQQ by 18.9% in Q4 and now owns 74,660 shares worth about $45.86 million, making QQQ roughly 11.0% of its holdings and its largest position.
• Multiple other institutions also materially boosted positions (e.g., SG Americas +120.2%, IMS +68.6%, Japan Science & Technology Agency bought a new ~$179.3 million stake), and institutional ownership of QQQ stands at 44.58%, signaling strong institutional interest.
• QQQ is trading near its 12‑month high (opened at $673.97) and is supported by tech/AI inflows and strong earnings, but faces risks from rising inflation/Fed tightening and semiconductor-sector shorting that could increase volatility.

RIA Advisory Group LLC grew its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 18.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 74,660 shares of the exchange traded fund's stock after acquiring an additional 11,882 shares during the period. Invesco QQQ accounts for approximately 11.0% of RIA Advisory Group LLC's holdings, making the stock its largest position. RIA Advisory Group LLC's holdings in Invesco QQQ were worth $45,864,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in QQQ. SG Americas Securities LLC grew its position in Invesco QQQ by 120.2% in the fourth quarter. SG Americas Securities LLC now owns 213,722 shares of the exchange traded fund's stock worth $131,292,000 after acquiring an additional 1,270,102 shares in the last quarter. Analyst IMS Investment Management Services Ltd. grew its position in 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 in the last quarter. Japan Science & Technology Agency bought a new stake in Invesco QQQ in the third quarter worth approximately $179,311,000. NorthRock Partners LLC grew its position in Invesco QQQ by 1,355.6% in the third quarter. NorthRock Partners LLC now owns 304,852 shares of the exchange traded fund's stock worth $183,024,000 after acquiring an additional 283,909 shares in the last quarter. Finally, BXM Wealth LLC grew its position in Invesco QQQ by 1,744.9% in the fourth quarter. BXM Wealth LLC now owns 219,962 shares of the exchange traded fund's stock worth $135,125,000 after acquiring an additional 208,039 shares in the last quarter. 44.58% of the stock is owned by institutional investors.

Key Invesco QQQ News

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

• Positive Sentiment: Large net inflows into tech ETFs are lifting Nasdaq-linked funds like QQQ as investors pile into AI and growth exposure. Tech ETFs Dominate
• Positive Sentiment: Broad-market ETFs and US equities are advancing intraday, providing upward momentum to major ETFs including QQQ. Exchange-Traded Funds Advance
• Positive Sentiment: Ongoing strong tech earnings (recent blowouts) have relieved bearish pressure and are supporting growth names concentrated in QQQ. Bears Run Scared After Earnings
• Positive Sentiment: Q1 GDP strength was partly driven by AI investment, a structural tailwind for the large-cap tech companies that dominate QQQ. GDP Boosted By AI Investments
• Neutral Sentiment: Technical/market-timing indicators and monthly seasonality forecasts point to mixed near-term signals — could add volatility even as direction trends favor tech. Chart Indicator Signals A Sell
• Negative Sentiment: Rising inflation readings have increased the odds of Fed tightening, which typically pressures high-growth, long-duration names concentrated in QQQ. Inflation Nears The 'Red Zone'
• Negative Sentiment: High-profile shorting activity in the semiconductor space (Michael Burry) and a pulled-back chip rally could weigh on QQQ components tied to semiconductors. Michael Burry Shorting Chips
• Negative Sentiment: Analysts flag potential weakening in 2027 AI capex plans, which could temper forward growth expectations for AI-exposed large caps in QQQ. 2027 AI Capex Concerns

Invesco QQQ Price Performance

QQQ stock opened at $673.97 on Friday. Invesco QQQ has a 12 month low of $476.78 and a 12 month high of $675.97. The firm has a 50 day moving average of $610.87 and a two-hundred day moving average of $614.06.

Invesco QQQ Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were paid a $0.7328 dividend. This represents a $2.93 dividend on an annualized basis and a dividend 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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