Key Financial Inc’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Key Financial Inc’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	$141K	Hold	466	–	–	0.02%	362
2026 Q1	$111K	Sell	466 -12	-3%	-$3K	0.02%	394
2025 Q4	$121K	Buy	478 +12	+3%	+$3.03K	0.02%	363
2025 Q3	$116K	Hold	466	–	–	0.02%	371
2025 Q2	$106K	Hold	466	–	–	0.02%	371
2025 Q1	$89.9K	Sell	466 -10	-2%	-$2.09K	0.02%	378
2024 Q4	$100K	Buy	476 +10	+2%	+$2.08K	0.02%	353
2024 Q3	$93.6K	Hold	466	–	–	0.02%	359
2024 Q2	$91.9K	Buy	466 +20	+4%	+$3.7K	0.02%	350
2024 Q1	$81.5K	Hold	446	–	–	0.02%	358
2023 Q4	$75.2K	Hold	446	–	–	0.02%	358
2023 Q3	$65.7K	Hold	446	–	–	0.02%	358
2023 Q2	$67.8K	Hold	446	–	–	0.02%	361
2023 Q1	$58.9K	Hold	446	–	–	0.02%	369
2022 Q4	$49K	Hold	446	–	–	0.02%	358
2022 Q3	$49K	Hold	446	–	–	0.02%	364
2022 Q2	$52K	Buy	446 +317	+246%	+$40.5K	0.03%	353
2022 Q1	$19K	Hold	129	–	–	0.01%	514
2021 Q4	$21K	Buy	+129	New	+$20.5K	0.01%	486

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

Key Financial Inc's QQQM Position: Q2 2026 in Review

Key Financial Inc held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q2 2026 at 466 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #362.

Key Financial Inc first reported a position in QQQM in Q4 2021 and has held it in 19 quarters since. 1,344 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Key Financial Inc held 466 shares of Invesco NASDAQ 100 ETF worth $141K as of Q2 2026.
Key Financial Inc left its Invesco NASDAQ 100 ETF share count unchanged in Q2 2026.
Invesco NASDAQ 100 ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #362 holding.
Key Financial Inc first reported a position in Invesco NASDAQ 100 ETF in Q4 2021 and has held it in 19 quarters since.
1,344 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.