Invesco QQQ (NASDAQ:QQQ) Shares Purchased by Consilio Wealth Advisors LLC

Consilio Wealth Advisors LLC increased its holdings in shares of Invesco QQQ (NASDAQ:QQQ) by 0.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 34,274 shares of the exchange traded fund’s stock after purchasing an additional 212 shares during the period. Invesco QQQ accounts for 7.2% of Consilio Wealth Advisors LLC’s investment portfolio, making the stock its 4th largest holding. Consilio Wealth Advisors LLC’s holdings in Invesco QQQ were worth $17,522,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. GHP Investment Advisors Inc. increased its holdings in shares of Invesco QQQ by 3.6% in the 2nd quarter. GHP Investment Advisors Inc. now owns 3,232 shares of the exchange traded fund’s stock valued at $1,549,000 after purchasing an additional 111 shares in the last quarter. Lyell Wealth Management LP increased its holdings in shares of Invesco QQQ by 13.6% in the 2nd quarter. Lyell Wealth Management LP now owns 4,495 shares of the exchange traded fund’s stock valued at $2,154,000 after purchasing an additional 538 shares in the last quarter. Diversify Wealth Management LLC purchased a new position in shares of Invesco QQQ in the 2nd quarter valued at about $2,435,000. Clear Investment Research LLC increased its holdings in shares of Invesco QQQ by 27.8% in the 2nd quarter. Clear Investment Research LLC now owns 552 shares of the exchange traded fund’s stock valued at $264,000 after purchasing an additional 120 shares in the last quarter. Finally, Mystic Asset Management Inc. increased its holdings in Invesco QQQ by 3.7% during the 2nd quarter. Mystic Asset Management Inc. now owns 17,072 shares of the exchange traded fund’s stock valued at $8,179,000 after acquiring an additional 609 shares in the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Stock Performance

NASDAQ:QQQ traded down $3.14 during mid-day trading on Monday, hitting $504.05. 25,296,111 shares of the company’s stock traded hands, compared to its average volume of 33,436,480. The firm’s 50 day simple moving average is $514.92 and its 200 day simple moving average is $491.12. Invesco QQQ has a 1 year low of $402.92 and a 1 year high of $539.15.

Invesco QQQ Dividend Announcement

The firm 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.