Steinberganna Wealth Management Has $22.53 Million Stake in Invesco QQQ $QQQ

Key Points

• Steinberganna Wealth Management increased its Q4 stake in Invesco QQQ by 4.6% to 36,681 shares worth $22.53 million, making QQQ 10.6% of the firm's portfolio and its second-largest holding.
• QQQ market position and payout: QQQ opened at $628.38 (12-month high $637.01) with 50-/200-day moving averages of $599.41/$609.92, and recently paid a quarterly dividend of $0.7328 per share (annualized $2.93, ~0.5% yield).
• Near-term drivers: Premarket strength in Nasdaq-heavy names is supporting QQQ, but geopolitical tensions around the Strait of Hormuz and investor caution ahead of inflation prints are notable downside risks.

Steinberganna Wealth Management increased its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 4.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 36,681 shares of the exchange traded fund's stock after acquiring an additional 1,613 shares during the quarter. Invesco QQQ makes up 10.6% of Steinberganna Wealth Management's investment portfolio, making the stock its 2nd largest position. Steinberganna Wealth Management's holdings in Invesco QQQ were worth $22,534,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also bought and sold shares of the company. Goodman Advisory Group LLC purchased a new stake in shares of Invesco QQQ during the third quarter valued at approximately $25,000. Shcp LLC purchased a new position in shares of Invesco QQQ in the third quarter worth $27,000. Navigoe LLC raised its holdings in Invesco QQQ by 300.0% during the 3rd quarter. Navigoe LLC now owns 60 shares of the exchange traded fund's stock valued at $36,000 after buying an additional 45 shares during the last quarter. Measured Wealth Private Client Group LLC bought a new stake in Invesco QQQ during the 3rd quarter valued at $40,000. Finally, PayPay Securities Corp boosted its position in Invesco QQQ by 78.9% during the 3rd quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund's stock valued at $41,000 after buying an additional 30 shares during the period. 44.58% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Invesco QQQ

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

• Positive Sentiment: Premarket coverage points to QQQ strength as Nasdaq-heavy names gained, helping lift the ETF. This report flags the ETF’s early-session upside as a direct driver of QQQ momentum. Why Is Invesco QQQ Trust ETF (QQQ) Rising Today, 4-14-2026?
• Neutral Sentiment: Financial Times coverage on Invesco’s positioning around the QQQ brand highlights issuer strategy and competitive dynamics in the ETF space—important for long-term market share but more structural than an immediate price catalyst. ‘There is only one QQQ,’ prays Invesco
• Neutral Sentiment: ETF.com relaunched a fund-flows tracking tool that improves transparency on capital movement across ETFs and issuers—useful for monitoring QQQ flows but not an immediate price mover. ETF Fund Flows Tool: Track ETF, Issuer Asset Class Flows
• Neutral Sentiment: Industry discussion (Bloomberg ETF IQ) about competition in the $20T ETF market highlights rising pressure on marquee ETFs like QQQ; this is a medium-term thematic concern for fee/flow dynamics. Inside the $20T ETF Industry, 'QQQ' Competition Heats Up | ETF IQ 4/13/2026
• Negative Sentiment: Geopolitical headlines — notably coverage that Iran-related tensions could disrupt shipping through the Strait of Hormuz — have pressured tech and the Nasdaq; such risk-off moves can weigh on QQQ given its tech concentration. The Biggest Things Driving the Nasdaq Lower Today: Iran Blockade Rattles Tech
• Negative Sentiment: Broad market caution ahead of key inflation prints is keeping intraday volatility elevated; investors often rotate away from growth/tech on hawkish inflation signals, which can temporarily pressure QQQ. Stock Market Today: Dow Wavers Ahead Of Key Inflation Data; Bloom Soars On This Oracle News (Live Coverage)

Invesco QQQ Stock Performance

QQQ stock opened at $628.38 on Wednesday. The firm's 50-day moving average price is $599.41 and its two-hundred day moving average price is $609.92. Invesco QQQ has a 12-month low of $427.93 and a 12-month 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 issued a dividend of $0.7328 per share. This represents a $2.93 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Monday, March 23rd.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.