Sowell Financial Services LLC Increases Holdings in Invesco QQQ $QQQ

Sowell Financial Services LLC boosted its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 1.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 121,974 shares of the exchange traded fund’s stock after purchasing an additional 1,281 shares during the period. Invesco QQQ comprises approximately 2.9% of Sowell Financial Services LLC’s investment portfolio, making the stock its 3rd biggest position. Sowell Financial Services LLC’s holdings in Invesco QQQ were worth $89,822,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. University of Texas Texas AM Investment Management Co. acquired a new position in Invesco QQQ during the fourth quarter worth about $25,000. Shcp LLC acquired a new position in Invesco QQQ during the 3rd quarter worth approximately $27,000. Annis Gardner Whiting Capital Advisors LLC increased its position in Invesco QQQ by 2,150.0% during the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 45 shares of the exchange traded fund’s stock worth $28,000 after purchasing an additional 43 shares in the last quarter. Rachor Investment Advisory Services LLC bought a new position in Invesco QQQ in the 4th quarter valued at approximately $29,000. Finally, Parvin Asset Management LLC acquired a new stake in Invesco QQQ in the first quarter valued at approximately $28,000. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Price Performance

NASDAQ QQQ opened at $723.70 on Thursday. Invesco QQQ has a twelve month low of $555.60 and a twelve month high of $748.65. The business’s fifty day moving average is $712.78 and its 200 day moving average is $663.66.

Invesco QQQ Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 10th. Investors of record on Monday, June 22nd were paid a $0.8135 dividend. This is a positive change from Invesco QQQ’s previous quarterly dividend of $0.73. This represents a $3.25 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, June 22nd.

More Invesco QQQ News

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.