GER Loftin Wealth Advisors LLC’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

GER Loftin Wealth Advisors LLC’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 Q3	$16.8M	Buy	+55,282	New	+$16.3M	5.36%	5

Other funds holding QQQM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's QQQM Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q3 2026: 55,282 shares worth $16.8M. The stake represents 5.36% of the portfolio and ranks #5 among its holdings.

1,134 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

GER Loftin Wealth Advisors LLC held 55,282 shares of Invesco NASDAQ 100 ETF worth $16.8M as of Q3 2026.
Invesco NASDAQ 100 ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Invesco NASDAQ 100 ETF made up 5.36% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #5 holding.
1,134 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.