AFA
QQQM icon

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

American 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 		$2.04M Buy
6,739
+162
+2% +$45.9K 0.25% 46
2026
Q1 		$1.56M Sell
6,577
-207
-3% -$51.8K 0.21% 51
2025
Q4 		$1.72M Buy
6,784
+210
+3% +$53.1K 0.22% 48
2025
Q3 		$1.62M Sell
6,574
-15
-0.2% -$3.54K 0.21% 54
2025
Q2 		$1.5M Buy
6,589
+4,622
+235% +$946K 0.21% 53
2025
Q1 		$380K Buy
1,967
+326
+20% +$68.2K 0.06% 94
2024
Q4 		$345K Sell
1,641
-132
-7% -$27.5K 0.05% 100
2024
Q3 		$356K Sell
1,773
-28
-2% -$5.45K 0.05% 101
2024
Q2 		$355K Buy
1,801
+368
+26% +$68.1K 0.05% 100
2024
Q1 		$262K Buy
1,433
+190
+15% +$33.5K 0.04% 124
2023
Q4 		$210K Buy
+1,243
New +$194K 0.03% 132

Other funds holding QQQM

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RWM
Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return