Financial Gravity Asset Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Financial Gravity Asset Management’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	$71.3K	Hold	300	–	–	0.01%	260
2025 Q4	$75.9K	Hold	300	–	–	0.01%	210
2025 Q3	$74.1K	Buy	+300	New	+$70.7K	0.01%	250
2025 Q1	$57.9K	Buy	+300	New	+$62.8K	0.01%	287
2024 Q2	$118K	Buy	600 +266	+80%	+$49.2K	0.03%	166
2024 Q1	$56.3K	Hold	334	–	–	0.02%	244
2023 Q4	$56.3K	Buy	+334	New	+$52.2K	0.02%	244

Other funds holding QQQM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Financial Gravity Asset Management's QQQM Position: Q1 2026 in Review

Financial Gravity Asset Management held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q1 2026 at 300 shares worth $71.3K. The position accounts for 0.01% of the portfolio, ranked #260.

Financial Gravity Asset Management first reported a position in QQQM in Q4 2023 and has held it in 7 quarters since. The position peaked at $118K in Q2 2024. 1,196 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

Financial Gravity Asset Management held 300 shares of Invesco NASDAQ 100 ETF worth $71.3K as of Q1 2026.
Financial Gravity Asset Management left its Invesco NASDAQ 100 ETF share count unchanged in Q1 2026.
Invesco NASDAQ 100 ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #260 holding.
Financial Gravity Asset Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's Invesco NASDAQ 100 ETF position peaked at $118K in Q2 2024.
1,196 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.