Institute for Wealth Management LLC. Purchases 3,380 Shares of Invesco QQQ $QQQ

Institute for Wealth Management LLC. lifted its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 13.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 28,202 shares of the exchange traded fund’s stock after buying an additional 3,380 shares during the period. Invesco QQQ makes up 1.8% of Institute for Wealth Management LLC.’s holdings, making the stock its 5th largest position. Institute for Wealth Management LLC.’s holdings in Invesco QQQ were worth $16,932,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Kavar Capital Partners Group LLC raised its position in Invesco QQQ by 38.8% in the third quarter. Kavar Capital Partners Group LLC now owns 1,432 shares of the exchange traded fund’s stock worth $860,000 after acquiring an additional 400 shares in the last quarter. Optivise Advisory Services LLC grew its stake in shares of Invesco QQQ by 6.8% in the 3rd quarter. Optivise Advisory Services LLC now owns 3,748 shares of the exchange traded fund’s stock worth $2,250,000 after purchasing an additional 239 shares during the last quarter. 5T Wealth LLC grew its stake in shares of Invesco QQQ by 22.4% in the 3rd quarter. 5T Wealth LLC now owns 1,797 shares of the exchange traded fund’s stock worth $1,080,000 after purchasing an additional 329 shares during the last quarter. KW Wealth Management LLC bought a new stake in shares of Invesco QQQ in the 3rd quarter worth approximately $796,000. Finally, Coastwise Capital Group LLC lifted its stake in Invesco QQQ by 7.5% during the third quarter. Coastwise Capital Group LLC now owns 4,011 shares of the exchange traded fund’s stock valued at $2,408,000 after purchasing an additional 279 shares during the last quarter. Institutional investors own 44.58% of the company’s stock.

Key Stores Impacting Invesco QQQ

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

• Positive Sentiment: Analysts and managers telling investors to load up on tech ETFs heading into 2026 — a tailwind for QQQ as it concentrates large-cap tech exposure. 3 Tech ETFs To Load Up on Before 2026
• Positive Sentiment: Several bullish pieces argue the tech rotation will resume and that 2026 could be a comeback year for big tech, supporting demand for QQQ’s mega-cap constituents. The Rotation Fear Won’t Last; Betting On Tech’s 2026 Comeback
• Neutral Sentiment: Daily ETF updates summarize recent modest gains/losses in QQQ and market breadth — useful for flow/context but not a single catalyst. QQQ ETF daily update, 12/26/2025
• Neutral Sentiment: TipRanks daily recap notes modest QQQ movement amid broader market strength — more informational than catalytic. QQQ ETF Daily Update, 12/25/2025
• Neutral Sentiment: Small institutional trimming: Dale Q. Rice Investment Management sold ~982 shares of QQQ (a 6.4% reduction of its tiny position) — not a major flow signal for a large ETF. Invesco QQQ $QQQ Shares Sold by Dale Q Rice Investment Management Ltd
• Negative Sentiment: Multiple Seeking Alpha pieces warn of P/E compression and broader repricing risks for the S&P 500/tech in 2026 — a direct headwind for QQQ’s growth‑heavy index if valuation multiples contract. 2026 S&P 500 Outlook: A Multiple Compression, In Spite Of Earnings Growth
• Negative Sentiment: Calls for a broad rotation to value and warnings that volatility‑selling (which boosted markets) may be ending could reduce the momentum premium that benefited QQQ this year. Forget Big Tech – I Think We’re Looking At A Big Rotation To Value Volatility Selling Is Driving The Market Higher And May Be About To End
• Negative Sentiment: Other macro/structural pieces highlight valuation risk and reasons to hedge into 2026 — suggesting caution for concentrated tech exposure like QQQ. SPY: Structural Risk To Valuation Requires Caution Or Hedges For 2026

Invesco QQQ Stock Performance

Shares of NASDAQ:QQQ opened at $623.89 on Monday. Invesco QQQ has a 1-year low of $402.39 and a 1-year high of $637.01. The company has a 50 day moving average price of $616.25 and a 200 day moving average price of $587.30.

Invesco QQQ Increases Dividend

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

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.

Further Reading

• Five stocks we like better than Invesco QQQ
• Do not delete, read immediately
• How the Rich Retire
• INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
• How Long Will $1M Last in Retirement?
• Buffett, Gates and Bezos Quietly Dumping Stocks—Here’s Why

Want to see what other hedge funds are holding QQQ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco QQQ (NASDAQ:QQQ – Free Report).