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Lowery Thomas LLC’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Lowery Thomas LLC’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 		$13M Sell
43,021
-1,376
-3% -$390K 6.36% 3
2026
Q1 		$10.5M Buy
44,397
+287
+0.7% +$71.8K 6.03% 3
2025
Q4 		$11.2M Sell
44,110
-1,831
-4% -$463K 6.3% 3
2025
Q3 		$11.4M Buy
45,941
+1,279
+3% +$301K 6.56% 3
2025
Q2 		$10.1M Sell
44,662
-2,715
-6% -$556K 6.49% 3
2025
Q1 		$9.14M Sell
47,377
-410
-0.9% -$85.8K 6.26% 3
2024
Q4 		$10.1M Buy
47,787
+493
+1% +$103K 6.56% 3
2024
Q3 		$9.5M Buy
47,294
+2,959
+7% +$576K 6.45% 3
2024
Q2 		$8.74M Buy
44,335
+3,502
+9% +$648K 6.38% 3
2024
Q1 		$7.46M Buy
40,833
+5,269
+15% +$930K 5.71% 5
2023
Q4 		$5.99M Buy
35,564
+7,306
+26% +$1.14M 5.15% 7
2023
Q3 		$4.17M Buy
28,258
+7,368
+35% +$1.12M 3.98% 9
2023
Q2 		$3.17M Buy
20,890
+3,013
+17% +$417K 3.12% 13
2023
Q1 		$2.36M Buy
17,877
+13,331
+293% +$1.62M 2.6% 14
2022
Q4 		$498K Sell
4,546
-6,304
-58% -$717K 0.6% 28
2022
Q3 		$1.19M Buy
10,850
+3,202
+42% +$398K 1.4% 25
2022
Q2 		$881K Buy
7,648
+5,086
+199% +$649K 0.84% 26
2022
Q1 		$382K Buy
+2,562
New +$374K 0.3% 42

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lowery Thomas LLC's QQQM Position: Q2 2026 in Review

Lowery Thomas LLC reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 3.1% in Q2 2026, selling an estimated $390K and leaving 43,021 shares worth $13M. The position accounts for 6.36% of the portfolio, ranked #3.

Lowery Thomas LLC first reported a position in QQQM in Q1 2022 and has held it in 18 quarters since. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Lowery Thomas LLC held 43,021 shares of Invesco NASDAQ 100 ETF worth $13M as of Q2 2026.
  • Lowery Thomas LLC sold 1,376 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $390K.
  • Invesco NASDAQ 100 ETF made up 6.36% of Lowery Thomas LLC's portfolio in Q2 2026, its #3 holding.
  • Lowery Thomas LLC first reported a position in Invesco NASDAQ 100 ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.