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Fiduciary Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Fiduciary Group’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
Q1 		$774K Buy
3,257
+1,009
+45% +$252K 0.07% 178
2025
Q4 		$569K Buy
2,248
+415
+23% +$105K 0.05% 194
2025
Q3 		$453K Buy
1,833
+330
+22% +$77.8K 0.04% 215
2025
Q2 		$341K Buy
1,503
+382
+34% +$78.2K 0.03% 227
2025
Q1 		$216K Buy
+1,121
New +$234K 0.02% 263

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Fiduciary Group's QQQM Position: Q1 2026 in Review

Fiduciary Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 45% in Q1 2026, buying an estimated $252K and bringing the position to 3,257 shares worth $774K. The position accounts for 0.07% of the portfolio, ranked #178.

Fiduciary Group first reported a position in QQQM in Q1 2025 and has held it in 5 quarters since. 1,186 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

  • Fiduciary Group held 3,257 shares of Invesco NASDAQ 100 ETF worth $774K as of Q1 2026.
  • Fiduciary Group bought 1,009 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $252K.
  • Invesco NASDAQ 100 ETF made up 0.07% of Fiduciary Group's portfolio in Q1 2026, its #178 holding.
  • Fiduciary Group first reported a position in Invesco NASDAQ 100 ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,186 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.