Invesco QQQ $QQQ is Golden Reserve Retirement LLC’s 3rd Largest Position

Golden Reserve Retirement LLC boosted its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 13.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 97,200 shares of the exchange traded fund’s stock after acquiring an additional 11,446 shares during the quarter. Invesco QQQ comprises 15.2% of Golden Reserve Retirement LLC’s holdings, making the stock its 3rd largest holding. Golden Reserve Retirement LLC’s holdings in Invesco QQQ were worth $58,382,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Orgel Wealth Management LLC raised its stake in shares of Invesco QQQ by 4.7% in the 3rd quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund’s stock valued at $229,000 after acquiring an additional 17 shares during the period. Enclave Advisors LLC increased its holdings in Invesco QQQ by 0.9% in the 3rd quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund’s stock valued at $1,099,000 after purchasing an additional 17 shares during the last quarter. IFS Advisors LLC raised its position in Invesco QQQ by 4.1% in the third quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund’s stock valued at $259,000 after purchasing an additional 17 shares during the period. Mezzasalma Advisors LLC lifted its stake in Invesco QQQ by 0.5% during the third quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund’s stock worth $1,988,000 after purchasing an additional 17 shares in the last quarter. Finally, MassMutual Private Wealth & Trust FSB lifted its stake in Invesco QQQ by 1.2% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 1,421 shares of the exchange traded fund’s stock worth $853,000 after purchasing an additional 17 shares in the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.

Trending Headlines about Invesco QQQ

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

• Positive Sentiment: Large holders and sector fundamentals give upside potential — Activest increased its QQQ exposure, signaling institutional confidence in megacap names like Nvidia, Apple and Microsoft that dominate the ETF. QQQ ETF Holdings Increased by Activest as Nvidia, Apple, Microsoft Dominate
• Positive Sentiment: AI spending from hyperscalers could drive further gains in QQQ’s largest holdings and support the ETF’s performance into earnings season. Hyperscaler AI Spending Plans Could Chart Course for QQQ
• Positive Sentiment: Market positioning data (short selling and put buying) may be signaling a contrarian setup that supports a big‑tech rally, which would help QQQ. Short Selling And Put Buying Point To Big Tech Rally
• Positive Sentiment: A softer U.S. dollar can favor U.S. growth stocks and ETFs like QQQ by boosting foreign demand for dollar‑denominated equities. Dollar Index Hits 4-Year Low And Traditional Wisdom Can Mislead This Time
• Neutral Sentiment: Investor sentiment surveys show reduced pessimism, which supports risk assets but is not an immediate driver of flows. AAII Sentiment Survey: Pessimism Tumbles
• Neutral Sentiment: Education pieces on ETF strategy and market timing can encourage buy‑and‑hold behavior for products like QQQ over time, but have limited short‑term price impact. This ETF Makes It Easy to Ditch Market Timing
• Neutral Sentiment: Coverage noting both bull and bear cases as QQQ tests new highs suggests heightened debate and potential for volatility rather than a clear directional catalyst. QQQ is reaching for a new high. 3 reasons each for bulls and bears to play it.
• Negative Sentiment: Joule Financial significantly reduced its reported stake in Invesco QQQ, a direct selling signal that can add downward pressure on the ETF, particularly if other holders follow. Joule Financial LLC Significantly Reduces Stake in Invesco QQQ: What It Means for Investors
• Negative Sentiment: The Fed’s decision to pause rate cuts raises uncertainty about the path of monetary policy; a less‑accommodative outlook can weigh on high‑multiple, growth‑heavy ETFs like QQQ. Federal Reserve Puts Rate Cuts On Pause
• Negative Sentiment: Rising commodity strength could rekindle inflation and higher rates, which would be a headwind for growth stocks concentrated in QQQ. The Commodity Boom May Send Inflation And Rates Much Higher

Invesco QQQ Stock Down 1.2%

Shares of NASDAQ QQQ opened at $621.87 on Friday. Invesco QQQ has a twelve month low of $402.39 and a twelve month high of $637.01. The stock has a fifty day simple moving average of $619.83 and a 200-day simple moving average of $600.24.

Invesco QQQ Increases Dividend

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

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.