Marshall Financial Group (Maryland)’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Marshall Financial Group (Maryland)’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	$3.19M	Buy	10,523 +799	+8%	+$226K	0.46%	46
2026 Q1	$2.31M	Sell	9,724 -372	-4%	-$93K	0.37%	55
2025 Q4	$2.55M	Buy	10,096 +2,690	+36%	+$680K	0.5%	41
2025 Q3	$1.83M	Buy	7,406 +546	+8%	+$129K	0.36%	62
2025 Q2	$1.56M	Buy	6,860 +546	+9%	+$112K	0.31%	69
2025 Q1	$1.22M	Buy	6,314 +1,009	+19%	+$211K	0.27%	86
2024 Q4	$1.12M	Buy	5,305 +693	+15%	+$144K	0.27%	94
2024 Q3	$926K	Buy	4,612 +296	+7%	+$57.6K	0.22%	128
2024 Q2	$851K	Buy	4,316 +328	+8%	+$60.7K	0.24%	111
2024 Q1	$729K	Buy	3,988 +1,104	+38%	+$195K	0.21%	116
2023 Q4	$486K	Sell	2,884 -699	-20%	-$109K	0.16%	130
2023 Q3	$528K	Buy	+3,583	New	+$547K	0.19%	124

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

Marshall Financial Group (Maryland)'s QQQM Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Invesco NASDAQ 100 ETF (QQQM) stake by 8.2% in Q2 2026, buying an estimated $226K and bringing the position to 10,523 shares worth $3.19M. The position accounts for 0.46% of the portfolio, ranked #46.

Marshall Financial Group (Maryland) first reported a position in QQQM in Q3 2023 and has held it in 12 quarters since. 1,350 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Marshall Financial Group (Maryland) held 10,523 shares of Invesco NASDAQ 100 ETF worth $3.19M as of Q2 2026.
Marshall Financial Group (Maryland) bought 799 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $226K.
Invesco NASDAQ 100 ETF made up 0.46% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #46 holding.
Marshall Financial Group (Maryland) first reported a position in Invesco NASDAQ 100 ETF in Q3 2023 and has held it in 12 quarters since.
1,350 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.