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Anchor Investment Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Anchor Investment Management’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 		$18.4M Buy
77,268
+159
+0.2% +$39.8K 1.53% 14
2025
Q4 		$19.5M Buy
77,109
+35,037
+83% +$8.85M 1.58% 13
2025
Q3 		$10.4M Buy
42,072
+2,002
+5% +$472K 0.86% 25
2025
Q2 		$9.1M Sell
40,070
-330
-0.8% -$67.6K 0.8% 29
2025
Q1 		$7.8M Sell
40,400
-1,645
-4% -$344K 0.73% 32
2024
Q4 		$8.85M Buy
42,045
+6,036
+17% +$1.26M 0.83% 26
2024
Q3 		$7.23M Buy
36,009
+8,073
+29% +$1.57M 0.68% 34
2024
Q2 		$5.51M Buy
27,936
+569
+2% +$105K 0.57% 46
2024
Q1 		$5M Sell
27,367
-249
-0.9% -$43.9K 0.52% 53
2023
Q4 		$4.65M Buy
27,616
+5,385
+24% +$841K 0.53% 50
2023
Q3 		$3.28M Buy
22,231
+949
+4% +$145K 0.43% 64
2023
Q2 		$3.23M Buy
21,282
+695
+3% +$96.2K 0.41% 66
2023
Q1 		$2.72M Buy
20,587
+229
+1% +$27.8K 0.37% 74
2022
Q4 		$2.23M Buy
20,358
+17,993
+761% +$2.05M 0.32% 86
2022
Q3 		$260K Buy
2,365
+701
+42% +$87K 0.04% 292
2022
Q2 		$192K Sell
1,664
-926
-36% -$118K 0.03% 355
2022
Q1 		$386K Buy
2,590
+1,575
+155% +$230K 0.05% 283
2021
Q4 		$166K Buy
1,015
+371
+58% +$58.9K 0.02% 410
2021
Q3 		$94.7K Buy
644
+572
+794% +$86.6K 0.01% 455
2021
Q2 		$10.5K Buy
72
+51
+243% +$7.05K ﹤0.01% 726
2021
Q1 		$2.76K Buy
21
+20
+2,000% +$2.63K ﹤0.01% 843
2020
Q4 		$129 Buy
+1
New +$121 ﹤0.01% 906

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
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

Anchor Investment Management's QQQM Position: Q1 2026 in Review

Anchor Investment Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 0.21% in Q1 2026, buying an estimated $39.8K and bringing the position to 77,268 shares worth $18.4M. The position accounts for 1.53% of the portfolio, ranked #14.

Anchor Investment Management first reported a position in QQQM in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.5M in Q4 2025. 1,186 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

  • Anchor Investment Management held 77,268 shares of Invesco NASDAQ 100 ETF worth $18.4M as of Q1 2026.
  • Anchor Investment Management bought 159 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $39.8K.
  • Invesco NASDAQ 100 ETF made up 1.53% of Anchor Investment Management's portfolio in Q1 2026, its #14 holding.
  • Anchor Investment Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2020 and has held it in 22 quarters since.
  • Anchor Investment Management's Invesco NASDAQ 100 ETF position peaked at $19.5M in Q4 2025.
  • 1,186 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.