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BFC Planning, Inc.’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

BFC Planning, Inc.’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 		$11.2M Buy
37,029
+33,584
+975% +$9.5M 0.46% 39
2026
Q1 		$818K Buy
3,445
+4
+0.1% +$1K 0.04% 417
2025
Q4 		$870K Buy
3,441
+482
+16% +$122K 0.04% 400
2025
Q3 		$731K Buy
2,959
+115
+4% +$27.1K 0.05% 298
2025
Q2 		$646K Buy
2,844
+231
+9% +$47.3K 0.05% 303
2025
Q1 		$504K Buy
2,613
+89
+4% +$18.6K 0.04% 329
2024
Q4 		$531K Buy
+2,524
New +$525K 0.04% 321

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFC Planning, Inc.'s QQQM Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco NASDAQ 100 ETF (QQQM) stake by 975% in Q2 2026, buying an estimated $9.5M and bringing the position to 37,029 shares worth $11.2M. The position accounts for 0.46% of the portfolio, ranked #39.

BFC Planning, Inc. first reported a position in QQQM in Q4 2024 and has held it in 7 quarters since. 1,367 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • BFC Planning, Inc. held 37,029 shares of Invesco NASDAQ 100 ETF worth $11.2M as of Q2 2026.
  • BFC Planning, Inc. bought 33,584 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $9.5M.
  • Invesco NASDAQ 100 ETF made up 0.46% of BFC Planning, Inc.'s portfolio in Q2 2026, its #39 holding.
  • BFC Planning, Inc. first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,367 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.