1900 Wealth Management Boosts Invesco QQQ Trust Stake to $936K, Brighton Jones Adds $19.6M

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1900 Wealth Management LLC increased its Invesco QQQ holding 291.5% in Q3, adding 1,160 shares to 1,558 shares worth $936,000 per its 13F filing. Brighton Jones LLC boosted its stake 15% to 38,348 shares worth $19.6 million, contributing to Invesco QQQ’s 44.6% institutional ownership.

1. QQQ Surges Following Trade Policy Reprieve

On April 9, 2025, President Trump announced a 90-day suspension of newly imposed reciprocal duties, triggering a dramatic rebound in technology shares. Invesco QQQ rallied 12.2% on the announcement day, recouping much of its losses from the initial 10% baseline global tariffs unveiled on April 2. That policy had sent the Nasdaq tumbling nearly 10% over two days, but by year-end 2025, QQQ’s underlying index components contributed to a cumulative gain of roughly 21% for the year, outpacing the broader market and underscoring the ETF’s sensitivity to shifts in trade policy and investor risk appetite.

2. Institutional Accumulation Accelerates in Q3 and Q4

According to the latest SEC 13F filings, 1900 Wealth Management LLC boosted its QQQ stake by 291.5% in the third quarter, adding 1,160 shares to bring its total ETF holdings to 1,558 units (valued at $936,000). In the fourth quarter, Brighton Jones LLC expanded its position by 15.0%, purchasing 4,989 additional shares to reach 38,348 units, while Revolve Wealth Partners LLC increased its exposure by 3.5%, acquiring 176 more units for a total of 5,257. These moves reflect growing confidence among institutional managers in the ETF’s technology-heavy composition, with hedge funds and similar firms now owning 44.58% of the outstanding shares.

3. Dividend Increase Reinforces Income Component

Invesco QQQ announced a quarterly dividend of $0.7941 per share, payable on December 31, with record date set for December 22. This represents a 15.1% increase over the previous quarterly payout of $0.69 and annualizes to $3.18 per share. The enhanced distribution underscores the Trust’s commitment to delivering yield alongside capital appreciation, offering investors a modest 0.5% dividend yield based on recent distributions and reinforcing QQQ’s appeal as a hybrid growth-income vehicle.

Sources

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