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

JDM 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	$1.5M	Sell	4,946 -2,963	-37%	-$839K	0.51%	26
2026 Q1	$1.88M	Buy	7,909 +2,143	+37%	+$536K	0.72%	22
2025 Q4	$1.46M	Sell	5,766 -621	-10%	-$157K	0.57%	26
2025 Q3	$1.58M	Sell	6,387 -1,427	-18%	-$336K	0.66%	24
2025 Q2	$1.77M	Buy	7,814 +2,947	+61%	+$603K	0.84%	22
2025 Q1	$939K	Buy	4,867 +40	+0.8%	+$8.37K	0.48%	27
2024 Q4	$1.02M	Buy	4,827 +99	+2%	+$20.6K	0.53%	25
2024 Q3	$950K	Buy	4,728 +527	+13%	+$103K	0.52%	24
2024 Q2	$828K	Buy	4,201 +316	+8%	+$58.5K	0.56%	21
2024 Q1	$710K	Buy	+3,885	New	+$686K	0.52%	20

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

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

JDM Financial Group reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 37% in Q2 2026, selling an estimated $839K and leaving 4,946 shares worth $1.5M. The position accounts for 0.51% of the portfolio, ranked #26.

JDM Financial Group first reported a position in QQQM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.88M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

JDM Financial Group held 4,946 shares of Invesco NASDAQ 100 ETF worth $1.5M as of Q2 2026.
JDM Financial Group sold 2,963 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $839K.
Invesco NASDAQ 100 ETF made up 0.51% of JDM Financial Group's portfolio in Q2 2026, its #26 holding.
JDM Financial Group first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 10 quarters since.
JDM Financial Group's Invesco NASDAQ 100 ETF position peaked at $1.88M in Q1 2026.
1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.