Howard Financial Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Howard Financial Services’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 Q3	$577K	Sell	1,894 -138	-7%	-$40.6K	0.06%	120
2026 Q2	$616K	Sell	2,032 -146	-7%	-$41.4K	0.07%	119
2026 Q1	$517K	Buy	2,178 +56	+3%	+$14K	0.06%	127
2025 Q4	$537K	Buy	2,122 +62	+3%	+$15.7K	0.06%	108
2025 Q3	$509K	Buy	2,060 +2	+0.1%	+$471	0.06%	104
2025 Q2	$467K	Sell	2,058 -609	-23%	-$125K	0.06%	108
2025 Q1	$515K	Buy	2,667 +1,126	+73%	+$236K	0.07%	102
2024 Q4	$324K	Buy	1,541 +9	+0.6%	+$1.87K	0.04%	137
2024 Q3	$308K	Buy	1,532 +306	+25%	+$59.6K	0.04%	124
2024 Q2	$242K	Buy	1,226 +2	+0.2%	+$370	0.04%	136
2024 Q1	$224K	Buy	+1,224	New	+$216K	0.04%	143

Other funds holding QQQM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Financial Services's QQQM Position: Q3 2026 in Review

Howard Financial Services reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 6.8% in Q3 2026, selling an estimated $40.6K and leaving 1,894 shares worth $577K. The position accounts for 0.06% of the portfolio, ranked #120.

Howard Financial Services first reported a position in QQQM in Q1 2024 and has held it in 11 quarters since. The position peaked at $616K in Q2 2026. 955 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

Howard Financial Services held 1,894 shares of Invesco NASDAQ 100 ETF worth $577K as of Q3 2026.
Howard Financial Services sold 138 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $40.6K.
Invesco NASDAQ 100 ETF made up 0.06% of Howard Financial Services's portfolio in Q3 2026, its #120 holding.
Howard Financial Services first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 11 quarters since.
Howard Financial Services's Invesco NASDAQ 100 ETF position peaked at $616K in Q2 2026.
955 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.