AA Financial Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

AA Financial Advisors’s Portfolio QQQM Stock Details QQQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.53M	Buy	31,440 +15,836	+101%	+$4.49M	1.15%	22
2026 Q1	$3.71M	Buy	15,604 +9,996	+178%	+$2.5M	0.52%	51
2025 Q4	$1.42M	Buy	5,608 +740	+15%	+$187K	0.26%	68
2025 Q3	$1.2M	Buy	4,868 +886	+22%	+$209K	0.24%	66
2025 Q2	$904K	Buy	3,982 +599	+18%	+$123K	0.19%	75
2025 Q1	$653K	Buy	3,383 +696	+26%	+$146K	0.16%	86
2024 Q4	$566K	Buy	2,687 +1,103	+70%	+$230K	0.15%	91
2024 Q3	$318K	Buy	+1,584	New	+$309K	0.09%	131

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AA Financial Advisors's QQQM Position: Q2 2026 in Review

AA Financial Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 101% in Q2 2026, buying an estimated $4.49M and bringing the position to 31,440 shares worth $9.53M. The position accounts for 1.15% of the portfolio, ranked #22.

AA Financial Advisors first reported a position in QQQM in Q3 2024 and has held it in 8 quarters since. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

AA Financial Advisors held 31,440 shares of Invesco NASDAQ 100 ETF worth $9.53M as of Q2 2026.
AA Financial Advisors bought 15,836 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $4.49M.
Invesco NASDAQ 100 ETF made up 1.15% of AA Financial Advisors's portfolio in Q2 2026, its #22 holding.
AA Financial Advisors first reported a position in Invesco NASDAQ 100 ETF in Q3 2024 and has held it in 8 quarters since.
1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.