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 Q2	$616K	Sell	2,032 -146	-7%	-$41.4K	0.06%	130
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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Howard Financial Services's QQQM Position: Q2 2026 in Review

Howard Financial Services reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 6.7% in Q2 2026, selling an estimated $41.4K and leaving 2,032 shares worth $616K. The position accounts for 0.06% of the portfolio, ranked #130.

Howard Financial Services first reported a position in QQQM in Q1 2024 and has held it in 10 quarters since. 556 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Howard Financial Services held 2,032 shares of Invesco NASDAQ 100 ETF worth $616K as of Q2 2026.
Howard Financial Services sold 146 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $41.4K.
Invesco NASDAQ 100 ETF made up 0.06% of Howard Financial Services's portfolio in Q2 2026, its #130 holding.
Howard Financial Services first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 10 quarters since.
556 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.