Tactive Advisors LLC Has $5.17 Million Holdings in Invesco QQQ $QQQ

Key Points

• Tactive Advisors LLC
• Other institutional activity included new and increased stakes — e.g., Independence Wealth Advisors bought a new ~$2.02M position while Baker Tilly and Fulton Bank raised holdings — and institutional investors now own about 44.58% of QQQ.
• Market context: QQQ was recently up (pre-market noted +1.88%; intraday +1.0%), declared a quarterly dividend of $0.7328 per share (annualized $2.93, ~0.5% yield), and trades in a one‑year range of $402.39–$637.01 with 50/200‑day averages near $609.

Tactive Advisors LLC lessened its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 22.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,415 shares of the exchange traded fund's stock after selling 2,460 shares during the quarter. Invesco QQQ comprises about 1.5% of Tactive Advisors LLC's investment portfolio, making the stock its 13th biggest position. Tactive Advisors LLC's holdings in Invesco QQQ were worth $5,169,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Independence Wealth Advisors LLC acquired a new stake in Invesco QQQ in the 4th quarter valued at approximately $2,019,000. LWM Advisors Inc. lifted its holdings in shares of Invesco QQQ by 12.0% during the fourth quarter. LWM Advisors Inc. now owns 577 shares of the exchange traded fund's stock worth $354,000 after buying an additional 62 shares during the last quarter. Baker Tilly Wealth Management LLC lifted its holdings in shares of Invesco QQQ by 2.2% during the fourth quarter. Baker Tilly Wealth Management LLC now owns 13,722 shares of the exchange traded fund's stock worth $8,430,000 after buying an additional 294 shares during the last quarter. Fulton Bank N.A. boosted its position in shares of Invesco QQQ by 14.2% in the fourth quarter. Fulton Bank N.A. now owns 6,355 shares of the exchange traded fund's stock valued at $3,904,000 after acquiring an additional 791 shares during the period. Finally, Firethorn Wealth Partners LLC acquired a new stake in shares of Invesco QQQ in the fourth quarter worth $225,000. Institutional investors and hedge funds own 44.58% of the company's stock.

More Invesco QQQ News

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

• Positive Sentiment: Pre-market uptick and momentum: TipRanks flagged a 1.88% jump in QQQ in Monday pre-market trading tied to broad market optimism, which likely helped push ETF flows and short-covering. Invesco QQQ Trust ETF (QQQ) Daily Update, 3/23/2026
• Positive Sentiment: Analyst/bullish framing: Zacks published a note arguing a favorable asymmetric reward-to-risk for QQQ and urging buy‑the‑dip behavior after recent Nasdaq weakness — commentary that can attract tactical buy orders. QQQ: Bullish Asymmetric Reward-to-Risk Here
• Positive Sentiment: Market narrative shift: MarketWatch highlighted Evercore’s view that recent political-driven selling may be a "bear trap," a framing that can spur renewed buying in large-cap tech and QQQ. Trump may have caught investors in a 'bear trap': Evercore
• Neutral Sentiment: Dividend distribution: QQQ declared a quarterly dividend of $0.7328 per share (ex‑dividend/record dates March 23; pay March 27), a modest yield (~0.5%) that has limited impact on price but can slightly support inflows from income-focused investors.
• Neutral Sentiment: Mixed technical backdrop: Coverage (Invezz) notes the Nasdaq 100 has pulled back from recent highs to levels last seen in September — historical pullbacks can present buying opportunities but also raise short‑term volatility risk. What next for the Nasdaq 100 Index and QQQ, VGT, and VGT ETFs?
• Negative Sentiment: Macro risks persist: Several Seeking Alpha pieces warn that tightening central bank commentary, stagflation concerns, and even arguments that "the next bear market may have just begun" are keeping risk aversion elevated—these themes can pressure QQQ if they deepen. The Next Bear Market May Have Just Begun Central Banks Spook The Market

Invesco QQQ Stock Up 1.0%

Shares of QQQ stock opened at $588.00 on Tuesday. Invesco QQQ has a 1 year low of $402.39 and a 1 year high of $637.01. The firm's fifty day simple moving average is $609.68 and its 200 day simple moving average is $609.87.

Invesco QQQ Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Monday, March 23rd will be issued a dividend of $0.7328 per share. The ex-dividend date is Monday, March 23rd. This represents a $2.93 annualized dividend and a dividend 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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