Consilio Wealth Advisors LLC demonstrates investment allocation expertise, increasing its Invesco QQQ holding by 15.4% in Q1 2023.

Financial Advisors

As of its latest filing with the Securities and Exchange Commission (SEC) on June 18, 2023, Consiglio Wealth Advisors LLC listed its equity holding in Invesco QQQ (NASDAQ:QQQ) at 15.4% in the first quarter. increased significantly. This feat is a testament to Consilio Wealth Advisors LLC’s investment capabilities and continued dedication to achieving financial success for our company and our clients.

Institutional investors like Consilio Wealth Advisors LLC are known for their ability to wield great influence over the stock market due to the size of their investments. With more than 32,000 shares of Invesco QQQ purchased after adding another 4,293 shares during the period, it is clear that Consilio Wealth Advisors LLC is no exception.

Invesco QQQ represents nearly 6% of Consiglio Wealth Advisors LLC’s total holdings, making it the company’s fifth largest shareholding. This indicates that Consilio Wealth Advisors LLC believes in the potential of his Invesco QQQ as an exchange-traded fund and recognizes its value as part of a well-diversified portfolio.

Consilio Wealth Advisors LLC’s Invesco QQQ holdings now stand at a staggering $10.307 million, based on recent SEC filings. This figure further underscores Consilio Wealth Advisors LLC’s investment commitment as well as its expertise in allocating capital effectively.

Overall, this update on Consilio Wealth Advisors LLC’s investment strategy will be an inspiration for both new and seasoned investors alike. This proves that with proper due diligence and strategic planning, institutional investors can secure substantial returns even in volatile market conditions. Their success is not simply due to luck, but the result of sound financial insight and smart investment decisions.

Invesco QQQ Trust


Updated: 2023/06/19

target price

the current $367.93

consensus $18.33

low $15.00

Median $20.00

expensive $20.00

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1:00 pm (UTC)

Date: June 19, 2023

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Hedge Funds Expand Invesco QQQ Holdings as Technology-Centric ETFs Gain Popularity and Stability in Uncertain Markets

As the global economy changes and evolves, it can be difficult to determine the best investment opportunities. However, many investors are turning to exchange-traded funds (ETFs) for stability and diversification. One such ETF that’s getting a lot of attention is Invesco QQQ (NASDAQ:QQQ), which tracks the performance of the tech-heavy Nasdaq 100 Index.

Recent filings with show that several hedge funds have changed their holdings of QQQ over the past few quarters. GoalVest Advisory LLC increased his QQQ holdings by 19.5% in the first quarter of this year, while Atticus Wealth Management LLC increased his holdings by 0.3% in the fourth quarter of last year. Meanwhile, Inspirion Wealth Advisors LLC increased its stake in QQQ by 1.9% in the fourth quarter of last year, while Capital Wealth Alliance LLC also increased its stake by 1%. Finally, Empirical Financial Services LLC dba Empirical Wealth Management increased his holding in QQQ by 0.3% during the same period.

Both of these hedge funds saw trading volumes skyrocket following Nasdaq’s decision to add Invesco to its Global Select market, further boosting interest and profit opportunities for all involved, driving share prices up. It is rising.

It should be noted that 43.08% of Invesco QQQ is owned by hedge funds and institutional investors, demonstrating its attractiveness as a long-term investment option for investors seeking stability amid market volatility. .

Despite share price volatility due to global events such as the recent COVID-19 pandemic and the associated economic impact, Invesco QQQ has shown resilience over time, with its current share price starting at $367.93. , leading to Friday’s trading day after closing at 354x.xx. Earlier this week.

Before investing in any fund or asset, it is important to consult your financial advisor regarding your investment goals and overall portfolio strategy. However, for those looking for a potential long-term investment option with diversification benefits, Invesco QQQ may be worth considering.

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