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

Bright 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	$4.99M	Buy	16,469 +715	+5%	+$203K	2.09%	16
2026 Q1	$3.74M	Buy	15,754 +1,605	+11%	+$401K	1.72%	17
2025 Q4	$3.58M	Buy	14,149 +1,746	+14%	+$441K	1.69%	18
2025 Q3	$3.07M	Buy	12,403 +100	+0.8%	+$23.6K	1.5%	19
2025 Q2	$2.79M	Buy	12,303 +1,544	+14%	+$316K	1.55%	19
2025 Q1	$2.08M	Buy	10,759 +578	+6%	+$121K	1.28%	19
2024 Q4	$2.14M	Sell	10,181 -150	-1%	-$31.2K	1.35%	20
2024 Q3	$2.08M	Buy	10,331 +4,501	+77%	+$877K	1.32%	19
2024 Q2	$1.15M	Buy	5,830 +4,397	+307%	+$814K	0.81%	23
2024 Q1	$252K	Buy	+1,433	New	+$253K	0.19%	40

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bright Financial Advisors's QQQM Position: Q2 2026 in Review

Bright Financial Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 4.5% in Q2 2026, buying an estimated $203K and bringing the position to 16,469 shares worth $4.99M. The position accounts for 2.09% of the portfolio, ranked #16.

Bright Financial Advisors first reported a position in QQQM in Q1 2024 and has held it in 10 quarters since. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Bright Financial Advisors held 16,469 shares of Invesco NASDAQ 100 ETF worth $4.99M as of Q2 2026.
Bright Financial Advisors bought 715 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $203K.
Invesco NASDAQ 100 ETF made up 2.09% of Bright Financial Advisors's portfolio in Q2 2026, its #16 holding.
Bright Financial Advisors first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 10 quarters since.
1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.