GoalVest Advisory LLC Purchases 1,421 Shares of Invesco QQQ $QQQ

by · The Markets Daily

GoalVest Advisory LLC lifted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 104.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,787 shares of the exchange traded fund’s stock after buying an additional 1,421 shares during the period. GoalVest Advisory LLC’s holdings in Invesco QQQ were worth $1,712,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Legacy Wealth Management LLC MS acquired a new stake in Invesco QQQ in the 4th quarter valued at approximately $247,000. GK Wealth Management LLC boosted its position in Invesco QQQ by 9.6% during the 4th quarter. GK Wealth Management LLC now owns 750 shares of the exchange traded fund’s stock worth $461,000 after acquiring an additional 66 shares during the last quarter. Grant Private Wealth Management Inc grew its stake in shares of Invesco QQQ by 25.2% during the 4th quarter. Grant Private Wealth Management Inc now owns 2,610 shares of the exchange traded fund’s stock worth $1,603,000 after acquiring an additional 526 shares in the last quarter. Union Bancaire Privee UBP SA grew its stake in shares of Invesco QQQ by 10.8% during the 4th quarter. Union Bancaire Privee UBP SA now owns 25,740 shares of the exchange traded fund’s stock worth $15,532,000 after acquiring an additional 2,501 shares in the last quarter. Finally, Foguth Wealth Management LLC. acquired a new stake in shares of Invesco QQQ in the fourth quarter valued at approximately $3,302,000. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ News Roundup

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

  • Positive Sentiment: Invesco launched an equal‑weight QQQ variant (QEW), which may attract investors seeking diversification away from mega‑cap concentration and support broader brand inflows for the Innovation Suite. Invesco’s Dual Launch of QEW & DVVY
  • Neutral Sentiment: Pre‑market and daily ETF updates flag short‑term weakness in QQQ, reflecting broader Nasdaq moves rather than single‑name shocks. QQQ Daily Update 3-19-2026
  • Neutral Sentiment: Institutional options flow shows elevated activity and hedging around QQQ (strangles/straddles), signaling both higher conviction and higher volatility — this can amplify moves in either direction. Options Flow and Volatility Opportunities
  • Neutral Sentiment: Technical commentary is mixed — some analysts see bullish setups, others warn of underlying fundamental risks; this keeps trading volatile and asset flows tentative. Bullish Technical Setup Vs. Fundamental Crash Risks
  • Negative Sentiment: The Fed’s updated “dot plot” implies fewer near‑term rate cuts (only one this year), reinforcing a higher‑for‑longer rates backdrop that pressures growth/tech multiples and weighs on QQQ. Fed Dot Plot Sends Markets Sliding
  • Negative Sentiment: Hot Producer Price Index (PPI) readings show wholesale inflation surprises, increasing odds of persistent inflation and complicating the Fed outlook — another headwind for high‑growth names. PPI: Wholesale Inflation Up 0.7% In February
  • Negative Sentiment: Geopolitical tensions and an oil shock narrative are driving risk‑off flows into commodities and energy, which historically coincides with weaker equity returns and rotational pressure away from tech‑heavy indices like the Nasdaq‑100. Pre‑War Cracks and Oil Shock Risk
  • Negative Sentiment: Commentary questioning investor enthusiasm for QQQ suggests sentiment is cooling; flows and positioning may continue to lag until inflation/Fed clarity improves. Is the Thrill Gone in QQQ?

Invesco QQQ Price Performance

Shares of QQQ stock opened at $593.02 on Friday. The company’s fifty day simple moving average is $611.36 and its 200-day simple moving average is $609.11. Invesco QQQ has a 12 month low of $402.39 and a 12 month high of $637.01.

About Invesco QQQ

(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.

Read More

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