Guardian Wealth Advisors (North Carolina)’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$1.55M	Sell	5,131 -2	-0%	-$567	0.09%	132
2026 Q1	$1.22M	Buy	5,133 +345	+7%	+$86.3K	0.08%	132
2025 Q4	$1.21M	Buy	4,788 +11	+0.2%	+$2.78K	0.08%	135
2025 Q3	$1.18M	Buy	4,777 +14	+0.3%	+$3.3K	0.08%	132
2025 Q2	$1.08M	Buy	4,763 +342	+8%	+$70K	0.08%	132
2025 Q1	$853K	Buy	4,421 +44	+1%	+$9.2K	0.07%	138
2024 Q4	$921K	Buy	4,377 +237	+6%	+$49.3K	0.07%	137
2024 Q3	$831K	Buy	4,140 +944	+30%	+$184K	0.09%	119
2024 Q2	$630K	Sell	3,196 -132	-4%	-$24.4K	0.07%	132
2024 Q1	$608K	Buy	3,328 +3	+0.1%	+$529	0.07%	135
2023 Q4	$560K	Buy	3,325 +997	+43%	+$156K	0.09%	121
2023 Q3	$343K	Sell	2,328 -186	-7%	-$28.4K	0.06%	168
2023 Q2	$382K	Buy	2,514 +2	+0.1%	+$277	0.07%	149
2023 Q1	$332K	Buy	+2,512	New	+$305K	0.06%	160

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

Guardian Wealth Advisors (North Carolina)'s QQQM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 0.04% in Q2 2026, selling an estimated $567 and leaving 5,131 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #132.

Guardian Wealth Advisors (North Carolina) first reported a position in QQQM in Q1 2023 and has held it in 14 quarters since. 1,350 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 5,131 shares of Invesco NASDAQ 100 ETF worth $1.55M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 2 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $567.
Invesco NASDAQ 100 ETF made up 0.09% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #132 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco NASDAQ 100 ETF in Q1 2023 and has held it in 14 quarters since.
1,350 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.