Synergy Investment Management LLC Takes $723,000 Position in Invesco QQQ (NASDAQ:QQQ)
Synergy Investment Management LLC purchased a new position in Invesco QQQ (NASDAQ:QQQ – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 1,415 shares of the exchange traded fund’s stock, valued at approximately $723,000.
Several other institutional investors also recently modified their holdings of QQQ. PayPay Securities Corp increased its stake in shares of Invesco QQQ by 276.9% during the fourth quarter. PayPay Securities Corp now owns 49 shares of the exchange traded fund’s stock valued at $25,000 after purchasing an additional 36 shares in the last quarter. Roxbury Financial LLC purchased a new stake in shares of Invesco QQQ in the 4th quarter worth approximately $37,000. Hoese & Co LLP increased its position in Invesco QQQ by 32.3% during the 4th quarter. Hoese & Co LLP now owns 82 shares of the exchange traded fund’s stock valued at $42,000 after buying an additional 20 shares in the last quarter. Midwest Capital Advisors LLC purchased a new position in Invesco QQQ during the fourth quarter valued at $51,000. Finally, Legacy Bridge LLC raised its stake in Invesco QQQ by 60.0% during the third quarter. Legacy Bridge LLC now owns 120 shares of the exchange traded fund’s stock valued at $59,000 after buying an additional 45 shares during the last quarter. 44.58% of the stock is currently owned by institutional investors.
NASDAQ QQQ opened at $497.05 on Tuesday. Invesco QQQ has a 12 month low of $413.07 and a 12 month high of $540.81. The stock’s fifty day moving average price is $521.53 and its 200-day moving average price is $503.73. The stock has a market cap of $313.27 billion, a P/E ratio of 33.43 and a beta of 1.11.
The company also recently disclosed a dividend, which was paid on Tuesday, December 31st. Investors of record on Monday, December 23rd were given a dividend of $0.8347 per share. The ex-dividend date of this dividend was Monday, December 23rd.
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.
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Bravias Capital Group LLC Makes New Investment in Invesco QQQ (NASDAQ:QQQ)
Bravias Capital Group LLC bought a new stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 3,244 shares of the exchange traded fund’s stock, valued at approximately $1,694,000. Invesco QQQ makes up 1.4% of Bravias Capital Group LLC’s portfolio, making the stock its 16th biggest position.
Several other hedge funds and other institutional investors have also made changes to their positions in the business. PayPay Securities Corp lifted its stake in shares of Invesco QQQ by 276.9% during the fourth quarter. PayPay Securities Corp now owns 49 shares of the exchange traded fund’s stock worth $25,000 after purchasing an additional 36 shares in the last quarter. Roxbury Financial LLC purchased a new stake in shares of Invesco QQQ during the 4th quarter valued at about $37,000. Hoese & Co LLP lifted its position in Invesco QQQ by 32.3% during the 4th quarter. Hoese & Co LLP now owns 82 shares of the exchange traded fund’s stock worth $42,000 after acquiring an additional 20 shares in the last quarter. Midwest Capital Advisors LLC purchased a new position in Invesco QQQ in the 4th quarter worth approximately $51,000. Finally, Legacy Bridge LLC grew its position in Invesco QQQ by 60.0% in the third quarter. Legacy Bridge LLC now owns 120 shares of the exchange traded fund’s stock valued at $59,000 after acquiring an additional 45 shares in the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.
Shares of QQQ traded down $11.12 during mid-day trading on Monday, reaching $497.05. 44,068,856 shares of the stock traded hands, compared to its average volume of 32,658,223. The stock has a fifty day simple moving average of $522.05 and a 200 day simple moving average of $503.57. Invesco QQQ has a 12-month low of $413.07 and a 12-month high of $540.81. The firm has a market cap of $313.27 billion, a price-to-earnings ratio of 33.43 and a beta of 1.11.
The company also recently declared a dividend, which was paid on Tuesday, December 31st. Investors of record on Monday, December 23rd were paid a dividend of $0.8347 per share. The ex-dividend date was Monday, December 23rd.
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.
Before you consider Invesco QQQ, you’ll want to hear this.
MarketBeat keeps track of Wall Street’s top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on… and Invesco QQQ wasn’t on the list.
While Invesco QQQ currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
VIEW THE FIVE STOCKS HERE
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© 2025 Fair market value prices are updated every minute and are provided by Polygon.io. Other market data provided is at least 10-minutes delayed and hosted by Barchart Solutions. Information is provided ‘as-is’ and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use please see Barchart’s disclaimer.
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Invesco QQQ (NASDAQ:QQQ) is Keystone Wealth Services LLC’s 3rd Largest Position
Keystone Wealth Services LLC raised its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 15.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 22,118 shares of the exchange traded fund’s stock after acquiring an additional 2,946 shares during the period. Invesco QQQ makes up 3.0% of Keystone Wealth Services LLC’s investment portfolio, making the stock its 3rd biggest holding. Keystone Wealth Services LLC’s holdings in Invesco QQQ were worth $11,307,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds also recently added to or reduced their stakes in the company. SOA Wealth Advisors LLC. lifted its position in Invesco QQQ by 0.3% in the third quarter. SOA Wealth Advisors LLC. now owns 17,369 shares of the exchange traded fund’s stock valued at $8,477,000 after purchasing an additional 46 shares during the period. Pettinga Financial Advisors LLC raised its stake in shares of Invesco QQQ by 13.6% during the 3rd quarter. Pettinga Financial Advisors LLC now owns 15,475 shares of the exchange traded fund’s stock worth $7,553,000 after buying an additional 1,854 shares in the last quarter. Brooklyn FI LLC raised its stake in shares of Invesco QQQ by 4.8% during the 3rd quarter. Brooklyn FI LLC now owns 701 shares of the exchange traded fund’s stock worth $342,000 after buying an additional 32 shares in the last quarter. Optas LLC acquired a new stake in shares of Invesco QQQ in the 3rd quarter valued at approximately $325,000. Finally, Private Wealth Partners LLC boosted its stake in shares of Invesco QQQ by 5.7% in the third quarter. Private Wealth Partners LLC now owns 36,725 shares of the exchange traded fund’s stock valued at $17,924,000 after buying an additional 1,977 shares in the last quarter. 44.58% of the stock is owned by institutional investors and hedge funds.
Shares of NASDAQ QQQ traded down $11.12 during trading on Monday, hitting $497.05. 44,068,856 shares of the company were exchanged, compared to its average volume of 32,658,223. Invesco QQQ has a 1 year low of $413.07 and a 1 year high of $540.81. The company has a market cap of $313.27 billion, a price-to-earnings ratio of 33.43 and a beta of 1.11. The firm’s fifty day moving average price is $522.05 and its 200 day moving average price is $503.57.
The business also recently disclosed a dividend, which was paid on Tuesday, December 31st. Investors of record on Monday, December 23rd were issued a dividend of $0.8347 per share. The ex-dividend date of this dividend was Monday, December 23rd.
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.
Before you consider Invesco QQQ, you’ll want to hear this.
MarketBeat keeps track of Wall Street’s top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on… and Invesco QQQ wasn’t on the list.
While Invesco QQQ currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
VIEW THE FIVE STOCKS HERE
Looking to profit from the electric vehicle mega-trend? Enter your email address and we’ll send you our list of which EV stocks show the most long-term potential.
MarketBeat analyst Thomas Hughes breaks down why companies split their stock and reveals his top three picks most likely to split next year.
Sign up for MarketBeat All Access to gain access to MarketBeat’s full suite of research tools.
FEATURED BY
345 N Reid Place, Suite 620, Sioux Falls, SD 57103
contact@marketbeat.com
(844) 978-6257
© MarketBeat Media, LLC 2010-2025. All rights reserved.
© 2025 Fair market value prices are updated every minute and are provided by Polygon.io. Other market data provided is at least 10-minutes delayed and hosted by Barchart Solutions. Information is provided ‘as-is’ and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use please see Barchart’s disclaimer.
