Marmo Financial Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Marmo Financial Group’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 Q1	$18.1M	Sell	76,059 -759	-1%	-$190K	8.95%	5
2025 Q4	$19.4M	Sell	76,818 -1,380	-2%	-$349K	9.2%	4
2025 Q3	$19.3M	Buy	78,198 +3,676	+5%	+$867K	9.36%	4
2025 Q2	$16.9M	Sell	74,522 -73	-0.1%	-$14.9K	8.43%	5
2025 Q1	$14.4M	Sell	74,595 -3,388	-4%	-$709K	7.88%	5
2024 Q4	$16.4M	Sell	77,983 -2,364	-3%	-$492K	8.86%	6
2024 Q3	$16.1M	Sell	80,347 -75,462	-48%	-$14.7M	8.61%	6
2024 Q2	$30.7M	Buy	155,809 +484	+0.3%	+$89.6K	18.56%	2
2024 Q1	$28.4M	Buy	155,325 +57,021	+58%	+$10.1M	17.26%	2
2023 Q4	$16.6M	Buy	+98,304	New	+$15.4M	12.57%	2

Other funds holding QQQM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Marmo Financial Group's QQQM Position: Q1 2026 in Review

Marmo Financial Group reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 0.99% in Q1 2026, selling an estimated $190K and leaving 76,059 shares worth $18.1M. The position accounts for 8.95% of the portfolio, ranked #5.

Marmo Financial Group first reported a position in QQQM in Q4 2023 and has held it in 10 quarters since. The position peaked at $30.7M in Q2 2024. 1,193 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

Marmo Financial Group held 76,059 shares of Invesco NASDAQ 100 ETF worth $18.1M as of Q1 2026.
Marmo Financial Group sold 759 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $190K.
Invesco NASDAQ 100 ETF made up 8.95% of Marmo Financial Group's portfolio in Q1 2026, its #5 holding.
Marmo Financial Group first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 10 quarters since.
Marmo Financial Group's Invesco NASDAQ 100 ETF position peaked at $30.7M in Q2 2024.
1,193 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.