Holistic Planning LLC Grows Holdings in Invesco QQQ (NASDAQ:QQQ)

Holistic Planning LLC grew its stake in shares of Invesco QQQ (NASDAQ:QQQ) by 9.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,736 shares of the exchange traded fund’s stock after purchasing an additional 596 shares during the quarter. Invesco QQQ makes up approximately 1.2% of Holistic Planning LLC’s investment portfolio, making the stock its 17th largest position. Holistic Planning LLC’s holdings in Invesco QQQ were worth $3,444,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. GAMMA Investing LLC increased its stake in shares of Invesco QQQ by 159.6% during the fourth quarter. GAMMA Investing LLC now owns 3,349 shares of the exchange traded fund’s stock valued at $1,712,000 after buying an additional 2,059 shares during the period. Principal Financial Group Inc. lifted its stake in Invesco QQQ by 141.0% in the third quarter. Principal Financial Group Inc. now owns 19,399 shares of the exchange traded fund’s stock worth $9,468,000 after acquiring an additional 11,351 shares during the period. Socha Financial Group LLC grew its holdings in Invesco QQQ by 2.4% during the 3rd quarter. Socha Financial Group LLC now owns 91,650 shares of the exchange traded fund’s stock worth $44,732,000 after acquiring an additional 2,171 shares in the last quarter. NRI Wealth Management LC purchased a new position in Invesco QQQ during the 4th quarter valued at about $28,729,000. Finally, Garden State Investment Advisory Services LLC raised its holdings in shares of Invesco QQQ by 13.1% in the 3rd quarter. Garden State Investment Advisory Services LLC now owns 30,990 shares of the exchange traded fund’s stock valued at $15,169,000 after purchasing an additional 3,581 shares in the last quarter. 44.58% of the stock is currently owned by institutional investors.

Invesco QQQ Stock Down 0.8 %

Shares of QQQ opened at $518.11 on Tuesday. The company has a 50 day moving average price of $519.55 and a 200-day moving average price of $494.20. Invesco QQQ has a fifty-two week low of $413.07 and a fifty-two week high of $539.15.

Invesco QQQ Announces Dividend

The business also recently announced a dividend, which was paid on Tuesday, December 31st. Shareholders of record on Monday, December 23rd were issued a dividend of $0.8347 per share. The ex-dividend date was Monday, December 23rd.

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.