Invesco QQQ (NASDAQ:QQQ) Shares Purchased by Trademark Financial Management LLC

Posted by Jessica Moore on Feb 15th, 2025

Trademark Financial Management LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 15,319 shares of the exchange traded fund’s stock after acquiring an additional 226 shares during the period. Invesco QQQ accounts for 6.2% of Trademark Financial Management LLC’s holdings, making the stock its 2nd biggest position. Trademark Financial Management LLC’s holdings in Invesco QQQ were worth $7,832,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of QQQ. Sage Advisors LLC raised its holdings in shares of Invesco QQQ by 26.6% in the fourth quarter. Sage Advisors LLC now owns 3,262 shares of the exchange traded fund’s stock worth $1,668,000 after acquiring an additional 686 shares during the last quarter. DeDora Capital Inc. raised its holdings in shares of Invesco QQQ by 1.0% in the fourth quarter. DeDora Capital Inc. now owns 9,761 shares of the exchange traded fund’s stock worth $4,990,000 after acquiring an additional 95 shares during the last quarter. Roman Butler Fullerton & Co. raised its holdings in shares of Invesco QQQ by 101.3% in the fourth quarter. Roman Butler Fullerton & Co. now owns 8,436 shares of the exchange traded fund’s stock worth $4,338,000 after acquiring an additional 4,245 shares during the last quarter. Kanawha Capital Management LLC raised its holdings in shares of Invesco QQQ by 0.8% in the fourth quarter. Kanawha Capital Management LLC now owns 5,644 shares of the exchange traded fund’s stock worth $2,885,000 after acquiring an additional 43 shares during the last quarter. Finally, Vicus Capital raised its holdings in shares of Invesco QQQ by 0.7% in the fourth quarter. Vicus Capital now owns 35,723 shares of the exchange traded fund’s stock worth $18,263,000 after acquiring an additional 242 shares during the last quarter. 44.58% of the stock is owned by institutional investors and hedge funds.

Invesco QQQ Price Performance

NASDAQ QQQ opened at $538.15 on Friday. Invesco QQQ has a fifty-two week low of $413.07 and a fifty-two week high of $539.15. The business has a fifty day moving average of $522.14 and a 200-day moving average of $497.35.

Invesco QQQ Dividend Announcement

The firm also recently announced a dividend, which was paid on Tuesday, December 31st. Investors of record on Monday, December 23rd were paid a $0.8347 dividend. The ex-dividend date was Monday, December 23rd.

Invesco QQQ Company 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.