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Creative Financial Designs’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Creative Financial Designs’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 		$379K Buy
1,249
+799
+178% +$226K 0.02% 463
2026
Q1 		$107K Sell
450
-198
-31% -$49.5K 0.01% 670
2025
Q4 		$164K Sell
648
-415
-39% -$105K 0.01% 522
2025
Q3 		$263K Sell
1,063
-427
-29% -$101K 0.02% 427
2025
Q2 		$338K Sell
1,490
-50
-3% -$10.2K 0.02% 376
2025
Q1 		$297K Sell
1,540
-161
-9% -$33.7K 0.02% 364
2024
Q4 		$358K Buy
1,701
+67
+4% +$13.9K 0.03% 335
2024
Q3 		$328K Buy
1,634
+82
+5% +$16K 0.03% 353
2024
Q2 		$306K Buy
1,552
+6
+0.4% +$1.11K 0.03% 351
2024
Q1 		$282K Sell
1,546
-609
-28% -$107K 0.03% 345
2023
Q4 		$363K Buy
2,155
+973
+82% +$152K 0.04% 284
2023
Q3 		$174K Buy
1,182
+849
+255% +$130K 0.02% 364
2023
Q2 		$50.6K Buy
333
+193
+138% +$26.7K 0.01% 635
2023
Q1 		$18.4K Buy
140
+1
+0.7% +$121 ﹤0.01% 833
2022
Q4 		$15.3K Hold
139
– – ﹤0.01% 818
2022
Q3 		$15K Sell
139
-41
-23% -$5.09K ﹤0.01% 800
2022
Q2 		$21K Buy
180
+19
+12% +$2.43K ﹤0.01% 731
2022
Q1 		$24K Buy
161
+31
+24% +$4.53K ﹤0.01% 728
2021
Q4 		$21K Buy
+130
New +$20.6K ﹤0.01% 755

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

Creative Financial Designs's QQQM Position: Q2 2026 in Review

Creative Financial Designs increased its Invesco NASDAQ 100 ETF (QQQM) stake by 178% in Q2 2026, buying an estimated $226K and bringing the position to 1,249 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #463.

Creative Financial Designs first reported a position in QQQM in Q4 2021 and has held it in 19 quarters since. 1,344 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Creative Financial Designs held 1,249 shares of Invesco NASDAQ 100 ETF worth $379K as of Q2 2026.
  • Creative Financial Designs bought 799 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $226K.
  • Invesco NASDAQ 100 ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #463 holding.
  • Creative Financial Designs first reported a position in Invesco NASDAQ 100 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.