Invesco QQQ (NASDAQ:QQQ) is Bernardo Wealth Planning LLC’s 9th Largest Position

Bernardo Wealth Planning LLC raised its position in shares of Invesco QQQ (NASDAQ:QQQ) by 0.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 26,608 shares of the exchange traded fund’s stock after purchasing an additional 32 shares during the quarter. Invesco QQQ accounts for 3.2% of Bernardo Wealth Planning LLC’s portfolio, making the stock its 9th largest position. Bernardo Wealth Planning LLC’s holdings in Invesco QQQ were worth $13,495,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Murphy Middleton Hinkle & Parker Inc. boosted its stake in shares of Invesco QQQ by 1.6% in the fourth quarter. Murphy Middleton Hinkle & Parker Inc. now owns 2,160 shares of the exchange traded fund’s stock worth $1,104,000 after buying an additional 35 shares during the last quarter. Liberty One Investment Management LLC boosted its holdings in Invesco QQQ by 11.8% in the 4th quarter. Liberty One Investment Management LLC now owns 2,979 shares of the exchange traded fund’s stock worth $1,523,000 after buying an additional 314 shares during the last quarter. Mission Hills Financial Advisory LLC boosted its holdings in Invesco QQQ by 11.5% in the 4th quarter. Mission Hills Financial Advisory LLC now owns 16,743 shares of the exchange traded fund’s stock worth $8,559,000 after buying an additional 1,727 shares during the last quarter. J2 Capital Management Inc acquired a new position in shares of Invesco QQQ during the fourth quarter valued at approximately $602,000. Finally, GenWealth Group Inc. raised its stake in Invesco QQQ by 2.9% in the 4th quarter. GenWealth Group Inc. now owns 38,021 shares of the exchange traded fund’s stock valued at $19,437,000 after purchasing an additional 1,063 shares during the last quarter. Institutional investors and hedge funds own 44.58% of the company’s stock.

Invesco QQQ Stock Up 1.7 %

Invesco QQQ stock opened at $521.74 on Monday. The company has a fifty day simple moving average of $515.94 and a 200-day simple moving average of $492.11. Invesco QQQ has a 52-week low of $409.16 and a 52-week high of $539.15.

Invesco QQQ Announces Dividend

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