Aldebaran Financial’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Aldebaran Financial’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 Q1	$951K	Buy	4,004 +200	+5%	+$50K	0.9%	26
2025 Q4	$970K	Sell	3,804 -180	-5%	-$45.5K	0.9%	28
2025 Q3	$985K	Buy	3,984 +40	+1%	+$9.43K	0.98%	23
2025 Q2	$896K	Buy	3,944 +58	+1%	+$11.9K	0.99%	23
2025 Q1	$750K	Buy	3,886 +1	+0%	+$209	0.92%	27
2024 Q4	$825K	Hold	3,885	–	–	0.96%	26
2024 Q3	$780K	Buy	+3,885	New	+$757K	0.92%	30

Other funds holding QQQM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Aldebaran Financial's QQQM Position: Q1 2026 in Review

Aldebaran Financial increased its Invesco NASDAQ 100 ETF (QQQM) stake by 5.3% in Q1 2026, buying an estimated $50K and bringing the position to 4,004 shares worth $951K. The position accounts for 0.9% of the portfolio, ranked #26.

Aldebaran Financial first reported a position in QQQM in Q3 2024 and has held it in 7 quarters since. The position peaked at $985K in Q3 2025. 1,186 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

Aldebaran Financial held 4,004 shares of Invesco NASDAQ 100 ETF worth $951K as of Q1 2026.
Aldebaran Financial bought 200 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $50K.
Invesco NASDAQ 100 ETF made up 0.9% of Aldebaran Financial's portfolio in Q1 2026, its #26 holding.
Aldebaran Financial first reported a position in Invesco NASDAQ 100 ETF in Q3 2024 and has held it in 7 quarters since.
Aldebaran Financial's Invesco NASDAQ 100 ETF position peaked at $985K in Q3 2025.
1,186 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.