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IRON Financial’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

IRON Financial’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 		$317K Buy
1,046
+16
+2% +$4.53K 0.13% 100
2026
Q1 		$245K Sell
1,030
-278
-21% -$69.5K 0.11% 116
2025
Q4 		$331K Buy
1,308
+270
+26% +$68.2K 0.15% 83
2025
Q3 		$256K Buy
+1,038
New +$245K 0.12% 103

Other funds holding QQQM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

IRON Financial's QQQM Position: Q2 2026 in Review

IRON Financial increased its Invesco NASDAQ 100 ETF (QQQM) stake by 1.6% in Q2 2026, buying an estimated $4.53K and bringing the position to 1,046 shares worth $317K. The position accounts for 0.13% of the portfolio, ranked #100.

IRON Financial first reported a position in QQQM in Q3 2025 and has held it in 4 quarters since. The position peaked at $331K in Q4 2025. 670 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • IRON Financial held 1,046 shares of Invesco NASDAQ 100 ETF worth $317K as of Q2 2026.
  • IRON Financial bought 16 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $4.53K.
  • Invesco NASDAQ 100 ETF made up 0.13% of IRON Financial's portfolio in Q2 2026, its #100 holding.
  • IRON Financial first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 4 quarters since.
  • IRON Financial's Invesco NASDAQ 100 ETF position peaked at $331K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.