Perigon Wealth Management LLC grew its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 175,157 shares of the exchange traded fund’s stock after purchasing an additional 4,752 shares during the period. Invesco QQQ makes up approximately 2.2% of Perigon Wealth Management LLC’s holdings, making the stock its 5th biggest holding. Perigon Wealth Management LLC’s holdings in Invesco QQQ were worth $89,870,000 as of its most recent filing with the SEC.
Other large investors have also modified their holdings of the company. Jeppson Wealth Management LLC raised its position in shares of Invesco QQQ by 3.0% during the 4th quarter. Jeppson Wealth Management LLC now owns 2,401 shares of the exchange traded fund’s stock valued at $1,228,000 after acquiring an additional 69 shares in the last quarter. Proathlete Wealth Management LLC increased its stake in Invesco QQQ by 8.3% during the fourth quarter. Proathlete Wealth Management LLC now owns 26,325 shares of the exchange traded fund’s stock valued at $13,461,000 after purchasing an additional 2,008 shares during the last quarter. Matrix Asset Advisors Inc. NY increased its stake in Invesco QQQ by 2.0% during the fourth quarter. Matrix Asset Advisors Inc. NY now owns 1,275 shares of the exchange traded fund’s stock valued at $652,000 after purchasing an additional 25 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Invesco QQQ by 3.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,257 shares of the exchange traded fund’s stock worth $2,687,000 after purchasing an additional 176 shares during the period. Finally, Griffin Asset Management Inc. lifted its position in shares of Invesco QQQ by 0.7% in the 4th quarter. Griffin Asset Management Inc. now owns 16,350 shares of the exchange traded fund’s stock worth $8,359,000 after buying an additional 113 shares during the last quarter. Institutional investors own 44.58% of the company’s stock.
Invesco QQQ Stock Up 1.5 %
NASDAQ QQQ opened at $521.88 on Wednesday. Invesco QQQ has a one year low of $413.07 and a one year high of $539.15. The company has a 50-day simple moving average of $518.14 and a 200-day simple moving average of $493.37.
Invesco QQQ Announces Dividend
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.
Read More
- Five stocks we like better than Invesco QQQ
- Using the MarketBeat Dividend Yield Calculator
- Survey Reveals: Top 150 Best Coffee Shops for Remote Workers and Business Deals [2025]
- Where to Find Earnings Call Transcripts
- What Does the Future Hold for Eli Lilly?
- Buy P&G Now, Before It Sets A New All-Time High
- Oracle Stock Drops Nearly 14% – Is Now the Time to Buy?
Want to see what other hedge funds are holding QQQ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco QQQ (NASDAQ:QQQ – Free Report).
Receive News & Ratings for Invesco QQQ Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Invesco QQQ and related companies with MarketBeat.com's FREE daily email newsletter.