Sonoma Allocations LLC Acquires Shares of 22,541 Invesco QQQ $QQQ

Sonoma Allocations LLC bought a new position in shares of Invesco QQQ (NASDAQ:QQQ) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 22,541 shares of the exchange traded fund’s stock, valued at approximately $13,523,000. Invesco QQQ accounts for about 5.0% of Sonoma Allocations LLC’s investment portfolio, making the stock its 6th biggest position.

Other institutional investors have also made changes to their positions in the company. Catalina Capital Group LLC grew its holdings in shares of Invesco QQQ by 12.6% during the 3rd quarter. Catalina Capital Group LLC now owns 2,716 shares of the exchange traded fund’s stock worth $1,631,000 after purchasing an additional 304 shares in the last quarter. Tanager Wealth Management LLP lifted its position in Invesco QQQ by 8.5% during the third quarter. Tanager Wealth Management LLP now owns 2,243 shares of the exchange traded fund’s stock worth $1,347,000 after purchasing an additional 175 shares during the period. Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its stake in Invesco QQQ by 2.5% during the third quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 9,158 shares of the exchange traded fund’s stock worth $5,498,000 after buying an additional 220 shares in the last quarter. Sterling Financial Planning Inc. increased its holdings in Invesco QQQ by 5.3% in the 3rd quarter. Sterling Financial Planning Inc. now owns 7,208 shares of the exchange traded fund’s stock valued at $4,327,000 after buying an additional 365 shares during the period. Finally, Valmark Advisers Inc. increased its holdings in Invesco QQQ by 9.9% in the 3rd quarter. Valmark Advisers Inc. now owns 12,016 shares of the exchange traded fund’s stock valued at $7,214,000 after buying an additional 1,080 shares during the period. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ Stock Up 1.0%

Shares of Invesco QQQ stock opened at $626.93 on Friday. The company has a 50 day moving average of $616.00 and a 200-day moving average of $592.72. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01.

Invesco QQQ Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid a $0.7941 dividend. This represents a $3.18 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Monday, December 22nd. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.69.

Invesco QQQ News Roundup

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

• Positive Sentiment: AI/semiconductor strength could lift QQQ because Nvidia and other megacaps are large index weights; coverage highlights Nvidia as a key ETF propellant. Nvidia Can Propel These ETFs
• Positive Sentiment: Some market commentary argues for continued policy or fiscal support narratives (“Trump QE”) and momentum into 2026, which can keep large-cap tech in demand. Don’t Fight The Trump QE
• Neutral Sentiment: Daily ETF updates show recent volatility: QQQ fell modestly yesterday, reflecting mixed index performance and rotation. This keeps near-term trading choppy. QQQ ETF Daily Update, 1/9/2026
• Neutral Sentiment: Market takes the December payrolls release as mixed — headline jobs were weak vs prior, but the unemployment rate declined; this creates uncertainty rather than a clear directional catalyst. Non-farm Payrolls: Good News & Bad News
• Negative Sentiment: Multiple pieces argue the Fed is unlikely to cut rates in January after the jobs data — pushed-back cuts are typically negative for high-growth, long-duration equities in QQQ. Forget About A January Rate Cut
• Negative Sentiment: Analyses of the December jobs report emphasize weak hiring and cooling payroll momentum, reinforcing views that rate relief is not imminent — another headwind for growth names. December Jobs Report Lands With A Thud, Not A Bang
• Negative Sentiment: Commentary noting “2 cuts, not yet” and related Fed-watch pieces keep market expectations for easing muted, a potential drag on QQQ if the macro tone stays hawkish. December Job Report: 2 Cuts, Not Yet

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.