Green Ridge Wealth Planning LLC Has $28.06 Million Holdings in Invesco QQQ $QQQ

Green Ridge Wealth Planning LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ) by 3.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 38,107 shares of the exchange traded fund’s stock after purchasing an additional 1,214 shares during the quarter. Invesco QQQ accounts for about 11.8% of Green Ridge Wealth Planning LLC’s investment portfolio, making the stock its largest holding. Green Ridge Wealth Planning LLC’s holdings in Invesco QQQ were worth $28,062,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the business. University of Texas Texas AM Investment Management Co. acquired a new stake in shares of Invesco QQQ during the fourth quarter worth $25,000. Shcp LLC acquired a new position in shares of Invesco QQQ in the 3rd quarter valued at about $27,000. Annis Gardner Whiting Capital Advisors LLC boosted its holdings in shares of Invesco QQQ by 2,150.0% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock valued at $28,000 after buying an additional 43 shares during the period. Parvin Asset Management LLC bought a new stake in shares of Invesco QQQ during the 1st quarter valued at about $28,000. Finally, Rachor Investment Advisory Services LLC bought a new stake in shares of Invesco QQQ during the 4th quarter valued at about $29,000. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Trading Up 1.2%

QQQ opened at $723.03 on Friday. The company’s 50-day moving average price is $714.18 and its 200 day moving average price is $661.14. Invesco QQQ has a fifty-two week low of $555.60 and a fifty-two week high of $748.65.

Invesco QQQ Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 10th. Investors of record on Monday, June 22nd were given a dividend of $0.8135 per share. The ex-dividend date was Monday, June 22nd. This represents a $3.25 dividend on an annualized basis and a yield of 0.5%. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.73.

Key Headlines Impacting Invesco QQQ

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

• Positive Sentiment: Investors directed billions into broad U.S. equity ETFs and mega-cap technology leaders this week, signaling continued demand for the large Nasdaq-listed companies that heavily influence QQQ. Broad Market Momentum and Defensive Pivots: This Week’s Top ETF Flows
• Positive Sentiment: A weaker-than-expected July employment report has reduced expectations for additional Fed rate hikes and increased hopes for easier monetary policy. Lower interest-rate expectations generally benefit growth and technology stocks by improving the value of future earnings. July Payrolls: Bad News Is Good Again
• Positive Sentiment: Nasdaq-focused ETFs and broader U.S. equity indicators advanced after midday, reinforcing the market’s current tech-led momentum and providing a favorable backdrop for QQQ. Exchange-Traded Funds Rise as US Equities Advance After Midday
• Neutral Sentiment: Analysts continue to debate whether the Nasdaq rally can extend through the second half of 2026. Potential catalysts include artificial-intelligence investment and easing financial conditions, while elevated valuations and earnings volatility remain key risks. A Guide to Nasdaq ETF Investing
• Negative Sentiment: Some investors are rotating defensively into ultra-short Treasuries, gold and healthcare, suggesting that geopolitical uncertainty and volatility are limiting broader risk appetite. A hotter-than-expected July CPI report could also revive inflation concerns and pressure high-growth technology valuations. July CPI Inflation Could Come in Hot

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.