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

Longview 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	$284K	Buy	939 +9	+1%	+$2.55K	0.17%	39
2026 Q1	$221K	Sell	930 -51	-5%	-$12.8K	0.14%	42
2025 Q4	$248K	Buy	981 +51	+5%	+$12.9K	0.17%	40
2025 Q3	$230K	Sell	930 -251	-21%	-$59.2K	0.16%	40
2025 Q2	$268K	Sell	1,181 -271	-19%	-$55.5K	0.23%	36
2025 Q1	$280K	Sell	1,452 -391	-21%	-$81.8K	0.24%	38
2024 Q4	$388K	Buy	1,843 +329	+22%	+$68.5K	0.31%	35
2024 Q3	$304K	Sell	1,514 -354	-19%	-$68.9K	0.22%	37
2024 Q2	$368K	Buy	1,868 +10	+0.5%	+$1.85K	0.28%	36
2024 Q1	$339K	Buy	1,858 +454	+32%	+$80.1K	0.25%	37
2023 Q4	$237K	Buy	+1,404	New	+$219K	0.19%	37

Other funds holding QQQM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RWM

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return

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

Longview Financial Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 0.97% in Q2 2026, buying an estimated $2.55K and bringing the position to 939 shares worth $284K. The position accounts for 0.17% of the portfolio, ranked #39.

Longview Financial Advisors first reported a position in QQQM in Q4 2023 and has held it in 11 quarters since. The position peaked at $388K in Q4 2024. 280 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Longview Financial Advisors held 939 shares of Invesco NASDAQ 100 ETF worth $284K as of Q2 2026.
Longview Financial Advisors bought 9 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $2.55K.
Invesco NASDAQ 100 ETF made up 0.17% of Longview Financial Advisors's portfolio in Q2 2026, its #39 holding.
Longview Financial Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 11 quarters since.
Longview Financial Advisors's Invesco NASDAQ 100 ETF position peaked at $388K in Q4 2024.
280 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.