TrueWealth Advisors LLC Increases Position in Invesco QQQ $QQQ

Key Points

• TrueWealth Advisors LLC increased its stake in Invesco QQQ by 19.1% in Q4, buying 2,958 shares to hold 18,480 shares worth about $11.35 million, making QQQ its 7th-largest position (~2.9% of assets).
• Other institutions also adjusted exposure—TCP Asset Management, Bay Rivers, Everhart and Iowa State Bank boosted positions while QP Wealth initiated a new stake—and institutional investors/hedge funds own roughly 44.58% of QQQ.
• QQQ opened at $582.06 (12‑month range $402.39–$637.01) and faces a mixed outlook: potential inflows for growth ETFs and muted recession risk are supportive, but Fed hawkishness, inflation, geopolitical tensions and heavy options positioning could increase volatility and downside pressure.

TrueWealth Advisors LLC increased its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 19.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,480 shares of the exchange traded fund's stock after buying an additional 2,958 shares during the quarter. Invesco QQQ comprises approximately 2.9% of TrueWealth Advisors LLC's holdings, making the stock its 7th largest position. TrueWealth Advisors LLC's holdings in Invesco QQQ were worth $11,352,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. TCP Asset Management LLC boosted its stake in Invesco QQQ by 3.0% during the 4th quarter. TCP Asset Management LLC now owns 57,024 shares of the exchange traded fund's stock valued at $35,030,000 after purchasing an additional 1,680 shares during the period. Bay Rivers Group increased its stake in shares of Invesco QQQ by 1.2% in the fourth quarter. Bay Rivers Group now owns 12,231 shares of the exchange traded fund's stock valued at $7,514,000 after purchasing an additional 150 shares during the period. Everhart Financial Group Inc. raised its holdings in shares of Invesco QQQ by 13.4% during the fourth quarter. Everhart Financial Group Inc. now owns 1,768 shares of the exchange traded fund's stock valued at $1,086,000 after buying an additional 209 shares during the last quarter. QP Wealth Management LLC bought a new stake in shares of Invesco QQQ during the fourth quarter valued at approximately $1,021,000. Finally, Iowa State Bank boosted its position in shares of Invesco QQQ by 14.6% during the fourth quarter. Iowa State Bank now owns 1,022 shares of the exchange traded fund's stock worth $628,000 after buying an additional 130 shares during the period. 44.58% of the stock is owned by institutional investors and hedge funds.

Invesco QQQ Price Performance

Shares of QQQ stock opened at $582.06 on Friday. Invesco QQQ has a 12-month low of $402.39 and a 12-month high of $637.01. The business has a 50 day simple moving average of $610.46 and a 200 day simple moving average of $609.50.

More Invesco QQQ News

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

• Positive Sentiment: Major outlets are pitching growth ETFs including QQQ as the preferred place to be vs. yield-chasing strategies, which could attract inflows and provide support for the fund. Forget Yield Chasing Right Now and Buy These Growth ETFs Instead
• Positive Sentiment: Surveys and some economists continue to downplay an immediate recession, which, if markets hold that view, would be relatively supportive for tech-heavy QQQ over time. Economists: Recession Not Highly Probable
• Neutral Sentiment: Institutional options flow and a recent note flagged accumulation of QQQ-related options — this signals heavy positioning and higher volatility potential (can amplify moves both ways). One Member Turned Volatility Into 536% in a Day… Here’s How We Spot the Next Market Meltdown Winner
• Neutral Sentiment: Daily ETF updates show QQQ was already trading weaker in pre-market commentary, reflecting the overnight headlines feeding into today’s move. Invesco QQQ Trust ETF (QQQ) Daily Update, 3-20-2026
• Negative Sentiment: Fed messaging and the latest dot-plot/tone suggest fewer/ later rate cuts and a “higher for longer” outlook — a headwind for growth/PE-sensitive names that dominate QQQ. March FOMC: The Fed's Rate Path Barely Changed, But Its Tone Did
• Negative Sentiment: Hot producer-price inflation readings add to Fed tightening concerns, pressuring multiple risk assets including QQQ’s tech-heavy holdings. Producer Price Index: Wholesale Inflation Up 0.7% In February
• Negative Sentiment: Geopolitical tensions around the Strait of Hormuz and rising oil/energy risk are boosting commodity-driven repricing and stagflation fears — a rotation away from growth stocks that hurts QQQ. The Market Has Been Too Complacent About The Strait of Hormuz
• Negative Sentiment: Specific tech-related headlines are weighing on the Nasdaq: prosecutors charged a Super Micro Computer co-founder in an AI-chip smuggling probe, which pressured the Nasdaq and pulled QQQ lower in sympathy. The Nasdaq Sinks As Super Micro AI Chip Smuggling to China Takes Center Stage | SMCI IXIC
• Negative Sentiment: Broader technical cracks (S&P breaking its 200-day moving average) and growing market pessimism increase the chance of further downside for Nasdaq-led ETFs like QQQ. The S&P 500 Breaks Its 200-Day Moving Average

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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