Certior Financial Group LLC Boosts Holdings in Invesco QQQ $QQQ

Certior Financial Group LLC lifted its holdings in Invesco QQQ (NASDAQ:QQQ) by 393.5% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,438 shares of the exchange traded fund’s stock after purchasing an additional 1,944 shares during the period. Invesco QQQ makes up 1.0% of Certior Financial Group LLC’s holdings, making the stock its 23rd biggest holding. Certior Financial Group LLC’s holdings in Invesco QQQ were worth $1,795,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Corient Private Wealth LLC boosted its position 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 buying an additional 20,852,432 shares during the period. Bank of America Corp DE increased its position in shares of Invesco QQQ by 381.0% during the fourth quarter. Bank of America Corp DE now owns 19,547,552 shares of the exchange traded fund’s stock worth $12,008,257,000 after acquiring an additional 26,505,055 shares during the period. Northwestern Mutual Wealth Management Co. increased its position in shares of Invesco QQQ by 11.8% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 3,547,591 shares of the exchange traded fund’s stock worth $2,179,321,000 after acquiring an additional 375,581 shares during the period. Healthcare of Ontario Pension Plan Trust Fund raised its stake in shares of Invesco QQQ by 21.4% in the fourth 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 in the last quarter. Finally, Bank of Montreal Can raised its stake in shares of Invesco QQQ by 142.4% in the fourth quarter. Bank of Montreal Can now owns 1,431,050 shares of the exchange traded fund’s stock valued at $877,406,000 after acquiring an additional 840,803 shares in the last quarter. 44.58% of the stock is owned by hedge funds and other institutional investors.

Invesco QQQ Trading Up 0.7%

NASDAQ:QQQ opened at $723.70 on Thursday. Invesco QQQ has a 12-month low of $555.60 and a 12-month high of $748.65. The stock has a fifty day moving average price of $712.78 and a 200 day moving average price of $663.66.

Invesco QQQ Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, July 10th. Shareholders of record on Monday, June 22nd were given a $0.8135 dividend. The ex-dividend date of this dividend was Monday, June 22nd. This represents a $3.25 dividend on an annualized basis and a yield of 0.4%. This is an increase from Invesco QQQ’s previous quarterly dividend of $0.73.

Invesco QQQ News Roundup

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

• Positive Sentiment: U.S. equities, including the Nasdaq, finished higher after core CPI rose a moderate 0.2% month over month. The data reduced fears of an earlier-than-expected rate hike, supporting growth and technology stocks that represent a large portion of QQQ. S&P 500 and Nasdaq end higher as CPI calms rate hike fears
• Positive Sentiment: Market commentary continues to point to strong AI-related capital spending and potential capital rotation into leading technology companies, which could support the large-cap growth stocks held by QQQ. Navigating AI waves and capital rotation
• Positive Sentiment: A technical analysis report identified a historical QQQ signal that may indicate additional gains ahead, reinforcing bullish investor sentiment. Historic QQQ signal suggests more gains ahead
• Neutral Sentiment: ETF demand remains strong: U.S. ETF assets and net flows reached records during the first half of 2026. Continued inflows can provide a favorable backdrop for QQQ, but the broader surge also reflects intense competition among ETF providers and products. U.S. ETF investors at odds
• Negative Sentiment: Several reports caution that AI enthusiasm has pushed expectations and valuations higher. A slowdown in AI capital expenditures, disappointment in hyperscaler spending, or weaker-than-expected earnings could pressure QQQ’s concentrated technology holdings. Wall Street is repackaging the AI bubble
• Negative Sentiment: QQQ’s higher expense ratio compared with the similar QQQM fund may encourage cost-conscious investors to choose the lower-fee alternative, potentially limiting flows into QQQ over time. QQQ versus QQQM expenses

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.