LGT Financial Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

LGT Financial Advisors’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	$103K	Hold	341	–	–	0.55%	34
2026 Q1	$81K	Hold	341	–	–	0.42%	43
2025 Q4	$86.2K	Hold	341	–	–	0.53%	39
2025 Q3	$84.3K	Hold	341	–	–	0.18%	94
2025 Q2	$77.4K	Hold	341	–	–	0.2%	87
2025 Q1	$65.8K	Hold	341	–	–	0.2%	92
2024 Q4	$71.8K	Buy	+341	New	+$71K	0.16%	122

Other funds holding QQQM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

LGT Financial Advisors's QQQM Position: Q2 2026 in Review

LGT Financial Advisors held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q2 2026 at 341 shares worth $103K. The position accounts for 0.55% of the portfolio, ranked #34.

LGT Financial Advisors first reported a position in QQQM in Q4 2024 and has held it in 7 quarters since. 716 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

LGT Financial Advisors held 341 shares of Invesco NASDAQ 100 ETF worth $103K as of Q2 2026.
LGT Financial Advisors left its Invesco NASDAQ 100 ETF share count unchanged in Q2 2026.
Invesco NASDAQ 100 ETF made up 0.55% of LGT Financial Advisors's portfolio in Q2 2026, its #34 holding.
LGT Financial Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 7 quarters since.
716 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

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