Johnson Financial Group Inc (Wisconsin)’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	$1.9K	Hold	8	–	–	﹤0.01%	795
2025 Q4	$2.02K	Buy	+8	New	+$2.02K	﹤0.01%	813
2024 Q3	–	Sell	-162	Closed	-$31.9K	–	1023
2024 Q2	$31.9K	Buy	162 +85	+110%	+$15.7K	﹤0.01%	479
2024 Q1	$14.1K	Hold	77	–	–	﹤0.01%	525
2023 Q4	$13K	Hold	77	–	–	﹤0.01%	624
2023 Q3	$11.4K	Hold	77	–	–	﹤0.01%	522
2023 Q2	$11.7K	Buy	+77	New	+$10.7K	﹤0.01%	531

Other funds holding QQQM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s QQQM Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q1 2026 at 8 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Johnson Financial Group Inc (Wisconsin) first reported a position in QQQM in Q2 2023 and has held it in 7 quarters since. The position peaked at $31.9K in Q2 2024. 1,186 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 8 shares of Invesco NASDAQ 100 ETF worth $1.9K as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) left its Invesco NASDAQ 100 ETF share count unchanged in Q1 2026.
Invesco NASDAQ 100 ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #795 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco NASDAQ 100 ETF in Q2 2023 and has held it in 7 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Invesco NASDAQ 100 ETF position peaked at $31.9K in Q2 2024.
1,186 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.