Invesco QQQ $QQQ Stock Position Lifted by Briaud Financial Planning Inc

Briaud Financial Planning Inc increased its position in shares of Invesco QQQ (NASDAQ:QQQ) by 101.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,633 shares of the exchange traded fund’s stock after acquiring an additional 1,326 shares during the quarter. Invesco QQQ comprises 0.5% of Briaud Financial Planning Inc’s holdings, making the stock its 10th biggest position. Briaud Financial Planning Inc’s holdings in Invesco QQQ were worth $1,939,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Laidlaw Wealth Management LLC grew its stake in Invesco QQQ by 3.0% during the 2nd quarter. Laidlaw Wealth Management LLC now owns 2,568 shares of the exchange traded fund’s stock worth $1,891,000 after buying an additional 75 shares during the last quarter. Sound Financial Strategies Group LLC acquired a new position in Invesco QQQ during the 2nd quarter valued at about $217,000. Bedel Financial Consulting Inc. raised its stake in Invesco QQQ by 9.5% in the second quarter. Bedel Financial Consulting Inc. now owns 821 shares of the exchange traded fund’s stock valued at $605,000 after buying an additional 71 shares during the last quarter. Rinkey Investments raised its stake in Invesco QQQ by 8.2% in the second quarter. Rinkey Investments now owns 5,254 shares of the exchange traded fund’s stock valued at $3,869,000 after buying an additional 396 shares during the last quarter. Finally, Avant Capital LLC boosted its holdings in Invesco QQQ by 13.3% in the second quarter. Avant Capital LLC now owns 768 shares of the exchange traded fund’s stock worth $565,000 after acquiring an additional 90 shares in the last quarter. Hedge funds and other institutional investors own 44.58% of the company’s stock.

Invesco QQQ Price Performance

Shares of NASDAQ QQQ opened at $707.64 on Wednesday. Invesco QQQ has a fifty-two week low of $555.60 and a fifty-two week high of $748.65. The business has a 50-day simple moving average of $710.99 and a two-hundred day simple moving average of $673.40.

Invesco QQQ Increases Dividend

The business also recently announced 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 boost from Invesco QQQ’s previous quarterly dividend of $0.73. The ex-dividend date was Monday, June 22nd. This represents a $3.25 dividend on an annualized basis and a yield of 0.5%.

Key Invesco QQQ News

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

• Positive Sentiment: August ETF flows showed strong demand for Nasdaq-100 funds, alongside S&P 500, gold, bitcoin and short-term Treasury ETFs. Continued inflows can support QQQ by providing buying pressure and signaling sustained investor interest in its large-cap technology holdings. ETF Asset Flow of August: S&P 500 Tops
• Positive Sentiment: QQQ and other AI- and semiconductor-linked ETFs attracted substantial 2026 inflows and benefited from strong performance, underscoring continued confidence in the technology and memory-chip investment themes. These 5 ETFs Have Raked in Cash This Year—What Do They All Have in Common?
• Neutral Sentiment: A comparison with the covered-call ETF TDAQ found that TDAQ narrowly outperformed QQQ since its September 2025 launch, largely through distributions rather than price appreciation. The comparison highlights QQQ’s stronger growth orientation but provides no direct change to its underlying outlook. TDAQ: A 17% Yielding Covered Call ETF Really Can Outperform QQQ, But Not In The Long Run
• Negative Sentiment: Broad U.S. equity ETFs moved lower during trading, indicating risk-off pressure that likely weighed on QQQ and other growth-sensitive funds. Exchange-Traded Funds Decline as US Equities Fall After Midday
• Negative Sentiment: Reports that the Federal Reserve could raise interest rates in September increased pressure on high-valuation technology stocks, since higher rates reduce the present value of future earnings. The U.S. Struck Iran Again On Sunday: A September Rate Hike Is Now The Base Case
• Negative Sentiment: Concerns that AI spending is approaching unsustainable levels, combined with QQQ’s heavy exposure to a small group of technology leaders, raised the risk of valuation-driven volatility if upcoming company results disappoint. The AI Bubble Is Entering Its Most Dangerous Phase As Spending Nears $1 Trillion

Invesco QQQ 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.