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Invesco QQQ (NASDAQ:QQQ) is Intergy Private Wealth LLC's Largest Position

Invesco QQQ logo with Finance background

Intergy Private Wealth LLC grew its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 1.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 119,205 shares of the exchange traded fund's stock after acquiring an additional 1,124 shares during the quarter. Invesco QQQ comprises approximately 22.7% of Intergy Private Wealth LLC's portfolio, making the stock its biggest holding. Intergy Private Wealth LLC's holdings in Invesco QQQ were worth $60,941,000 as of its most recent filing with the Securities & Exchange Commission.

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

Invesco QQQ Trading Down 0.1 %

Shares of QQQ stock opened at $522.29 on Friday. The firm's 50-day simple moving average is $519.22 and its 200-day simple moving average is $493.95. Invesco QQQ has a 1-year low of $413.07 and a 1-year high of $539.15.

Invesco QQQ Announces Dividend

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

Invesco QQQ Profile

(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.

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Institutional Ownership by Quarter for Invesco QQQ (NASDAQ:QQQ)

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