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Beacon Investment Advisory Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Beacon Investment Advisory Services’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 		$18.3K Hold
60
– – ﹤0.01% 558
2026
Q1 		$14.3K Buy
+60
New +$15K ﹤0.01% 598

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Envestnet Asset Management
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Morgan Stanley
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FCAS
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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

Beacon Investment Advisory Services's QQQM Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q2 2026 at 60 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Beacon Investment Advisory Services first reported a position in QQQM in Q1 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Beacon Investment Advisory Services held 60 shares of Invesco NASDAQ 100 ETF worth $18.3K as of Q2 2026.
  • Beacon Investment Advisory Services left its Invesco NASDAQ 100 ETF share count unchanged in Q2 2026.
  • Invesco NASDAQ 100 ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #558 holding.
  • Beacon Investment Advisory Services first reported a position in Invesco NASDAQ 100 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.