Gallagher Fiduciary Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Gallagher Fiduciary Advisors’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	$1.24M	Buy	4,081 +284	+7%	+$80.5K	0.04%	99
2026 Q1	$902K	Buy	3,797 +490	+15%	+$123K	0.04%	82
2025 Q4	$836K	Buy	3,307 +927	+39%	+$234K	0.03%	117
2025 Q3	$588K	Buy	2,380 +941	+65%	+$222K	0.02%	132
2025 Q2	$327K	Buy	+1,439	New	+$295K	0.01%	241
2024 Q2	–	Sell	-1,851	Closed	-$338K	–	276
2024 Q1	$338K	Buy	1,851 +33	+2%	+$5.82K	0.01%	139
2023 Q4	$306K	Buy	+1,818	New	+$284K	0.01%	141
2023 Q2	–	Sell	-2,011	Closed	-$266K	–	219
2023 Q1	$266K	Buy	+2,011	New	+$244K	0.02%	165

Other funds holding QQQM

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

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

FCAS

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

NMIFOAC

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

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

Gallagher Fiduciary Advisors's QQQM Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 7.5% in Q2 2026, buying an estimated $80.5K and bringing the position to 4,081 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #99.

Gallagher Fiduciary Advisors first reported a position in QQQM in Q1 2023 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Gallagher Fiduciary Advisors held 4,081 shares of Invesco NASDAQ 100 ETF worth $1.24M as of Q2 2026.
Gallagher Fiduciary Advisors bought 284 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $80.5K.
Invesco NASDAQ 100 ETF made up 0.04% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #99 holding.
Gallagher Fiduciary Advisors first reported a position in Invesco NASDAQ 100 ETF in Q1 2023 and has held it in 8 quarters since.
1,350 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.