Significant Wealth Partners LLC cut its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 48.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,959 shares of the exchange traded fund’s stock after selling 1,815 shares during the period. Invesco QQQ accounts for about 1.3% of Significant Wealth Partners LLC’s investment portfolio, making the stock its 7th largest position. Significant Wealth Partners LLC’s holdings in Invesco QQQ were worth $1,204,000 at the end of the most recent reporting period.
Several other institutional investors have also made changes to their positions in the company. Brighton Jones LLC raised its position in Invesco QQQ by 15.0% during the fourth quarter. Brighton Jones LLC now owns 38,348 shares of the exchange traded fund’s stock valued at $19,605,000 after acquiring an additional 4,989 shares in the last quarter. Revolve Wealth Partners LLC grew its position in Invesco QQQ by 3.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock worth $2,687,000 after acquiring an additional 176 shares in the last quarter. Jupiter Wealth Management LLC acquired a new position in shares of Invesco QQQ during the 2nd quarter worth $290,000. Wealth Group Ltd. increased its stake in shares of Invesco QQQ by 283.7% during the 2nd quarter. Wealth Group Ltd. now owns 24,629 shares of the exchange traded fund’s stock worth $13,587,000 after purchasing an additional 18,210 shares during the last quarter. Finally, Bank Julius Baer & Co. Ltd Zurich raised its holdings in shares of Invesco QQQ by 145.5% during the 2nd quarter. Bank Julius Baer & Co. Ltd Zurich now owns 324,636 shares of the exchange traded fund’s stock valued at $179,000 after purchasing an additional 192,419 shares in the last quarter. 44.58% of the stock is currently owned by institutional investors and hedge funds.
Invesco QQQ News Roundup
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 Stock Down 1.8%
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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