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Atomi Financial Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Atomi Financial Group’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 		$1.8M Buy
5,951
+3,724
+167% +$1.05M 0.05% 300
2026
Q1 		$529K Buy
2,227
+395
+22% +$98.8K 0.02% 696
2025
Q4 		$463K Buy
1,832
+477
+35% +$121K 0.01% 725
2025
Q3 		$335K Buy
1,355
+194
+17% +$45.7K 0.01% 831
2025
Q2 		$264K Sell
1,161
-67
-5% -$13.7K 0.01% 882
2025
Q1 		$237K Sell
1,228
-2,368
-66% -$495K 0.01% 891
2024
Q4 		$757K Buy
3,596
+76
+2% +$15.8K 0.04% 337
2024
Q3 		$707K Sell
3,520
-967
-22% -$188K 0.04% 337
2024
Q2 		$884K Sell
4,487
-42
-0.9% -$7.77K 0.07% 239
2024
Q1 		$827K Sell
4,529
-1,633
-27% -$288K 0.08% 219
2023
Q4 		$1.04M Sell
6,162
-704
-10% -$110K 0.14% 134
2023
Q3 		$1.01M Buy
6,866
+1,439
+27% +$220K 0.34% 81
2023
Q2 		$825K Buy
5,427
+1,207
+29% +$167K 0.38% 75
2023
Q1 		$557K Buy
+4,220
New +$512K 0.31% 90

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atomi Financial Group's QQQM Position: Q2 2026 in Review

Atomi Financial Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 167% in Q2 2026, buying an estimated $1.05M and bringing the position to 5,951 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #300.

Atomi Financial Group first reported a position in QQQM in Q1 2023 and has held it in 14 quarters since. 1,350 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Atomi Financial Group held 5,951 shares of Invesco NASDAQ 100 ETF worth $1.8M as of Q2 2026.
  • Atomi Financial Group bought 3,724 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $1.05M.
  • Invesco NASDAQ 100 ETF made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #300 holding.
  • Atomi Financial Group first reported a position in Invesco NASDAQ 100 ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.