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Financial Life Planners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Financial Life Planners’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 		$1.22K Buy
4
+2
+100% +$567 ﹤0.01% 296
2026
Q1 		$477 Buy
+2
New +$500 ﹤0.01% 331
2025
Q4 		– Sell
-2
Closed -$495 – 262
2025
Q3 		$495 Buy
+2
New +$471 ﹤0.01% 325

Other funds holding QQQM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Financial Life Planners's QQQM Position: Q2 2026 in Review

Financial Life Planners increased its Invesco NASDAQ 100 ETF (QQQM) stake by 100% in Q2 2026, buying an estimated $567 and bringing the position to 4 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Financial Life Planners first reported a position in QQQM in Q3 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Financial Life Planners held 4 shares of Invesco NASDAQ 100 ETF worth $1.22K as of Q2 2026.
  • Financial Life Planners bought 2 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $567.
  • Invesco NASDAQ 100 ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #296 holding.
  • Financial Life Planners first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.