Invesco QQQ $QQQ Stock Bought by LifeGoal Investments LLC

Posted by James Conley on Oct 9th, 2026

LifeGoal Investments LLC lifted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 81.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,836 shares of the exchange traded fund’s stock after acquiring an additional 824 shares during the quarter. LifeGoal Investments LLC’s holdings in Invesco QQQ were worth $1,358,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Corient Private Wealth LLC lifted its holdings in Invesco QQQ by 3,567.7% in the 4th quarter. Corient Private Wealth LLC now owns 21,436,917 shares of the exchange traded fund’s stock valued at $13,168,912,000 after purchasing an additional 20,852,432 shares in the last quarter. Align Financial LLC acquired a new position in Invesco QQQ during the fourth quarter worth about $78,118,000. GoalVest Advisory LLC grew its stake in Invesco QQQ by 20,256.6% during the 3rd quarter. GoalVest Advisory LLC now owns 613,955 shares of the exchange traded fund’s stock valued at $454,185,000 after acquiring an additional 610,939 shares in the last quarter. Healthcare of Ontario Pension Plan Trust Fund raised its holdings in Invesco QQQ by 21.4% in the 4th quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 3,025,000 shares of the exchange traded fund’s stock valued at $1,858,288,000 after acquiring an additional 534,000 shares during the last quarter. Finally, Corient Private Wealth LP raised its holdings in Invesco QQQ by 506.8% in the 2nd quarter. Corient Private Wealth LP now owns 545,270 shares of the exchange traded fund’s stock valued at $401,553,000 after acquiring an additional 455,412 shares during the last quarter. 44.58% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Invesco QQQ

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

Positive Sentiment: Nasdaq record highs, powered by AI-related stocks, continue to support technology and semiconductor ETFs, including QQQ. ETFs to Benefit as Nasdaq’s Breakthrough Still Matters
Positive Sentiment: Winebrenner Capital Management increased its QQQ position by 738 shares, a modest indication of continued institutional demand. Winebrenner Capital Management LLC Buys 738 Shares of Invesco QQQ
Neutral Sentiment: QQQ’s identical-index alternative from Invesco has a lower expense ratio, encouraging some buy-and-hold investors to direct new contributions toward the cheaper fund. This may pressure future flows into QQQ, although it does not change the ETF’s underlying holdings. Why Buy-and-Hold Investors Are Switching From QQQ to This Lower-Fee Alternative
Negative Sentiment: Broad U.S. equities and exchange-traded funds weakened during Thursday trading, creating direct pressure on QQQ and other growth-oriented benchmarks. Exchange-Traded Funds Drop as US Equities Fall After Midday
Negative Sentiment: Reports that Treasury yields could move materially higher, potentially toward 6% for the 10-year note, have increased the discount rate applied to long-duration technology stocks. Fed minutes also suggested policymakers may favor additional tightening. The 10-Year Treasury Yield May Be About To Hit 6%
Negative Sentiment: Higher oil prices linked to Middle East tensions add inflation risk and could make it harder for the Federal Reserve to ease policy, weighing on richly valued Nasdaq constituents. Exchange-Traded Funds, Equity Futures Down Pre-Bell Thursday as Oil Prices Rise
Negative Sentiment: Analysts raised concerns about an AI bubble, aggressive off-balance-sheet financing and an eventual AI capital-spending slowdown. Those risks threaten the valuation and earnings-growth expectations supporting many of QQQ’s largest holdings. AI: More Off-Balance Sheet Shenanigans

Invesco QQQ Stock Performance

QQQ stock opened at $747.58 on Friday. The business has a 50 day simple moving average of $723.87 and a 200-day simple moving average of $697.62. Invesco QQQ has a 1 year low of $555.60 and a 1 year high of $762.86.

Invesco QQQ Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, October 8th. Stockholders of record on Monday, September 21st were paid a $0.7514 dividend. This is a negative change from Invesco QQQ’s previous quarterly dividend of $0.8135. The ex-dividend date of this dividend was Monday, September 21st. This represents a $3.01 annualized dividend and a dividend yield of 0.4%.

Invesco QQQ Profile

(Free Report)

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.