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

Diversify 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	$13.1M	Buy	46,558 +45,532	+4,438%	+$12.9M	0.22%	93
2026 Q1	$279K	Sell	1,026 -6,116	-86%	-$1.53M	0.04%	171
2025 Q4	$1.83M	Buy	7,142 +640	+10%	+$162K	0.06%	243
2025 Q3	$1.69M	Buy	6,502 +383	+6%	+$90.3K	0.06%	242
2025 Q2	$1.46M	Buy	6,119 +2,134	+54%	+$437K	0.06%	242
2025 Q1	$780K	Buy	3,985 +813	+26%	+$170K	0.05%	265
2024 Q4	$662K	Buy	+3,172	New	+$660K	0.04%	301

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

Diversify Advisory Services's QQQM Position: Q2 2026 in Review

Diversify Advisory Services increased its Invesco NASDAQ 100 ETF (QQQM) stake by 4,438% in Q2 2026, buying an estimated $12.9M and bringing the position to 46,558 shares worth $13.1M. The position accounts for 0.22% of the portfolio, ranked #93.

Diversify Advisory Services first reported a position in QQQM in Q4 2024 and has held it in 7 quarters since. 1,348 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Diversify Advisory Services held 46,558 shares of Invesco NASDAQ 100 ETF worth $13.1M as of Q2 2026.
Diversify Advisory Services bought 45,532 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $12.9M.
Invesco NASDAQ 100 ETF made up 0.22% of Diversify Advisory Services's portfolio in Q2 2026, its #93 holding.
Diversify Advisory Services first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 7 quarters since.
1,348 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.