MF
QQQM icon

Meridian Financial’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Meridian Financial’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 		$5.02M Buy
16,554
+1,229
+8% +$348K 2.41% 11
2026
Q1 		$3.64M Buy
15,325
+1,102
+8% +$276K 1.99% 13
2025
Q4 		$3.6M Buy
14,223
+468
+3% +$118K 1.96% 13
2025
Q3 		$3.4M Buy
13,755
+518
+4% +$122K 1.91% 15
2025
Q2 		$3.01M Buy
13,237
+429
+3% +$87.8K 1.95% 14
2025
Q1 		$2.47M Sell
12,808
-120
-0.9% -$25.1K 1.73% 15
2024
Q4 		$2.72M Sell
12,928
-169
-1% -$35.2K 1.88% 15
2024
Q3 		$2.63M Buy
13,097
+385
+3% +$75K 1.76% 15
2024
Q2 		$2.51M Buy
12,712
+290
+2% +$53.7K 1.82% 14
2024
Q1 		$2.27M Buy
12,422
+182
+1% +$32.1K 1.69% 16
2023
Q4 		$2.06M Buy
12,240
+958
+8% +$150K 1.62% 16
2023
Q3 		$1.66M Buy
11,282
+659
+6% +$101K 1.55% 17
2023
Q2 		$1.61M Buy
10,623
+738
+7% +$102K 1.46% 21
2023
Q1 		$1.3M Buy
9,885
+653
+7% +$79.3K 1.27% 21
2022
Q4 		$1.01M Buy
9,232
+160
+2% +$18.2K 1.06% 24
2022
Q3 		$997K Buy
9,072
+2,055
+29% +$255K 1.16% 24
2022
Q2 		$808K Buy
7,017
+1,655
+31% +$211K 0.91% 26
2022
Q1 		$799K Buy
5,362
+50
+0.9% +$7.3K 0.83% 29
2021
Q4 		$869K Buy
+5,312
New +$843K 0.81% 31

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

Meridian Financial's QQQM Position: Q2 2026 in Review

Meridian Financial increased its Invesco NASDAQ 100 ETF (QQQM) stake by 8% in Q2 2026, buying an estimated $348K and bringing the position to 16,554 shares worth $5.02M. The position accounts for 2.41% of the portfolio, ranked #11.

Meridian Financial first reported a position in QQQM in Q4 2021 and has held it in 19 quarters since. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Meridian Financial held 16,554 shares of Invesco NASDAQ 100 ETF worth $5.02M as of Q2 2026.
  • Meridian Financial bought 1,229 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $348K.
  • Invesco NASDAQ 100 ETF made up 2.41% of Meridian Financial's portfolio in Q2 2026, its #11 holding.
  • Meridian Financial first reported a position in Invesco NASDAQ 100 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.