WealthBridge Capital Management LLC Has $18.28 Million Position in Invesco QQQ $QQQ

Key Points

• WealthBridge Capital Management LLC boosted its stake in Invesco QQQ by 11.4% in Q4 to 29,755 shares worth $18.28 million, making QQQ its 5th-largest holding at 4.2% of the portfolio.
• QQQ traded near $588.59 (52‑week range $409.79–$637.01) and paid a quarterly dividend of $0.7328 (annualized $2.93, ~0.5% yield); institutional ownership is 44.58% and recent news highlights AI-driven upside but also risks from BlackRock’s competing Nasdaq‑100 ETF filing and geopolitical/commodity headwinds.

WealthBridge Capital Management LLC increased its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 11.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,755 shares of the exchange traded fund's stock after buying an additional 3,040 shares during the quarter. Invesco QQQ accounts for 4.2% of WealthBridge Capital Management LLC's portfolio, making the stock its 5th largest position. WealthBridge Capital Management LLC's holdings in Invesco QQQ were worth $18,279,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the company. South Shore Capital Advisors bought a new stake in Invesco QQQ in the 4th quarter worth approximately $3,662,000. Register Financial Advisors LLC lifted its position in Invesco QQQ by 5.4% in the 4th quarter. Register Financial Advisors LLC now owns 2,453 shares of the exchange traded fund's stock worth $1,507,000 after buying an additional 125 shares during the last quarter. Capital Advisors Ltd. LLC lifted its position in Invesco QQQ by 1.9% in the fourth quarter. Capital Advisors Ltd. LLC now owns 33,180 shares of the exchange traded fund's stock valued at $20,383,000 after purchasing an additional 624 shares during the last quarter. Landaas & Co. WI ADV lifted its position in Invesco QQQ by 4.2% in the fourth quarter. Landaas & Co. WI ADV now owns 940 shares of the exchange traded fund's stock valued at $578,000 after purchasing an additional 38 shares during the last quarter. Finally, Summa Corp. lifted its position in Invesco QQQ by 10.1% in the fourth quarter. Summa Corp. now owns 1,846 shares of the exchange traded fund's stock valued at $1,134,000 after purchasing an additional 170 shares during the last quarter. Institutional investors own 44.58% of the company's stock.

Invesco QQQ Trading Up 0.0%

Shares of QQQ stock opened at $588.59 on Wednesday. Invesco QQQ has a fifty-two week low of $409.79 and a fifty-two week high of $637.01. The stock has a 50 day moving average price of $600.49 and a two-hundred day moving average price of $609.31.

Invesco QQQ Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Monday, March 23rd were given a $0.7328 dividend. The ex-dividend date was Monday, March 23rd. This represents a $2.93 annualized dividend and a yield of 0.5%.

Invesco QQQ News Roundup

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

• Positive Sentiment: Major AI supply deals at large chip/service vendors lift tech sentiment and help QQQ’s heavyweight holdings — Broadcom’s long‑term AI deals with Google and Anthropic boost revenue visibility across semiconductor and AI ecosystems, supporting Nasdaq‑100 exposure. Broadcom Surges 6% as AI Deals With Google and Anthropic Supercharge Revenue Visibility
• Positive Sentiment: Seasonal inflows and stronger tax refunds could add ~ $20B into equities in April, a tailwind for QQQ if systematic flows favor large‑cap growth. April Seasonality Signals 1.5% S&P 500 Gain As $20 Billion Flows Build
• Positive Sentiment: Analysts and strategists view the recent pullback as a buying opportunity for quality growth names concentrated in QQQ, which could attract rotational buyers if earnings from AI/cloud names stay strong. QQQ: This Pullback Is A Buying Opportunity For Quality Growth
• Neutral Sentiment: Barclays sees markets pricing a “contained” outcome around the Iran ceasefire deadline — if realized this limits downside, but the situation still leaves asymmetric tail risk for tech. Barclays analysts see "contained" volatility as Iran ceasefire deadline approaches
• Neutral Sentiment: Unusual options activity and institutional accumulation in QQQ point to expectations of a large move — useful for traders (hedged strategies) but signals elevated volatility for passive holders. One Member Turned Volatility Into 536% in a Day… Here’s How We Spot the Next Market Meltdown Winner
• Negative Sentiment: Competitive threat: BlackRock filed for a Nasdaq‑100 ETF (IQQ), which could siphon fee‑sensitive flows from QQQ over time and pressure net inflows. Invesco stock falls as BlackRock files for Nasdaq-100 ETF
• Negative Sentiment: Escalating Iran conflict risks and looming ceasefire uncertainty raise oil/supply‑shock concerns — a risk that typically hurts growth/tech multiples and pressures QQQ. Beyond The Deadline: What Markets Are Still Not Pricing In
• Negative Sentiment: Commodity/supply shocks (oil panic, strategic chokepoints like Kharg) and weaker durable‑goods orders add macro downside risk for cyclically sensitive tech supply chains and investor sentiment. Just Another Oil Panic A Civilization Won't Die Tonight, But Kharg Is The World's Most Important Island About Those Orders For Durable Goods That Factories In The U.S. Received

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.