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Independent Financial Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Independent Financial Group’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 		$17.2M Buy
56,777
+15,125
+36% +$4.28M 0.32% 52
2026
Q1 		$9.9M Buy
41,652
+5,369
+15% +$1.34M 0.22% 88
2025
Q4 		$9.18M Buy
36,283
+12,412
+52% +$3.14M 0.2% 96
2025
Q3 		$5.9M Buy
23,871
+14,814
+164% +$3.49M 0.14% 138
2025
Q2 		$2.06M Buy
9,057
+2,969
+49% +$608K 0.06% 325
2025
Q1 		$1.18M Buy
6,088
+1,474
+32% +$308K 0.04% 441
2024
Q4 		$971K Buy
4,614
+552
+14% +$115K 0.03% 486
2024
Q3 		$816K Buy
4,062
+405
+11% +$78.9K 0.03% 501
2024
Q2 		$721K Buy
3,657
+1,121
+44% +$207K 0.03% 489
2024
Q1 		$463K Buy
2,536
+1,005
+66% +$177K 0.02% 612
2023
Q4 		$258K Buy
+1,531
New +$239K 0.01% 793

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 22.96% 1-Year Est. Return
Morgan Stanley
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
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Financial Group's QQQM Position: Q2 2026 in Review

Independent Financial Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 36% in Q2 2026, buying an estimated $4.28M and bringing the position to 56,777 shares worth $17.2M. The position accounts for 0.32% of the portfolio, ranked #52.

Independent Financial Group first reported a position in QQQM in Q4 2023 and has held it in 11 quarters since. 1,306 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Independent Financial Group held 56,777 shares of Invesco NASDAQ 100 ETF worth $17.2M as of Q2 2026.
  • Independent Financial Group bought 15,125 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $4.28M.
  • Invesco NASDAQ 100 ETF made up 0.32% of Independent Financial Group's portfolio in Q2 2026, its #52 holding.
  • Independent Financial Group first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,306 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.