Keystone Financial Group (Kentucky)’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Keystone Financial Group (Kentucky)’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	$1.74M	Buy	5,748 +1,262	+28%	+$357K	0.1%	146
2026 Q1	$1.07M	Buy	4,486 +257	+6%	+$64.3K	0.07%	190
2025 Q4	$1.07M	Buy	4,229 +1,280	+43%	+$323K	0.08%	168
2025 Q3	$729K	Sell	2,949 -109	-4%	-$25.7K	0.06%	198
2025 Q2	$694K	Buy	3,058 +601	+24%	+$123K	0.06%	191
2025 Q1	$474K	Sell	2,457 -140	-5%	-$29.3K	0.05%	214
2024 Q4	$547K	Buy	2,597 +394	+18%	+$82K	0.05%	198
2024 Q3	$442K	Buy	+2,203	New	+$429K	0.06%	214

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

Keystone Financial Group (Kentucky)'s QQQM Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Invesco NASDAQ 100 ETF (QQQM) stake by 28% in Q2 2026, buying an estimated $357K and bringing the position to 5,748 shares worth $1.74M. The position accounts for 0.1% of the portfolio, ranked #146.

Keystone Financial Group (Kentucky) first reported a position in QQQM in Q3 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Keystone Financial Group (Kentucky) held 5,748 shares of Invesco NASDAQ 100 ETF worth $1.74M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 1,262 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $357K.
Invesco NASDAQ 100 ETF made up 0.1% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #146 holding.
Keystone Financial Group (Kentucky) first reported a position in Invesco NASDAQ 100 ETF in Q3 2024 and has held it in 8 quarters since.
1,350 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.