MSH Capital Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

MSH Capital 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 Q1	$768K	Buy	3,231 +58	+2%	+$14.5K	0.16%	132
2025 Q4	$803K	Buy	3,173 +346	+12%	+$87.4K	0.17%	132
2025 Q3	$699K	Buy	2,827 +508	+22%	+$120K	0.19%	133
2025 Q2	$527K	Sell	2,319 -504	-18%	-$103K	0.15%	155
2025 Q1	$545K	Sell	2,823 -91	-3%	-$19K	0.17%	137
2024 Q4	$613K	Buy	2,914 +576	+25%	+$120K	0.19%	126
2024 Q3	$470K	Buy	2,338 +844	+56%	+$164K	0.14%	154
2024 Q2	$294K	Buy	+1,494	New	+$277K	0.1%	186
2023 Q2	–	Sell	-1,972	Closed	-$260K	–	221
2023 Q1	$260K	Sell	1,972 -144	-7%	-$17.5K	0.11%	172
2022 Q4	$232K	Buy	2,116 +5	+0.2%	+$569	0.1%	180
2022 Q3	$232K	Buy	+2,111	New	+$262K	0.11%	171

Other funds holding QQQM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

MSH Capital Advisors's QQQM Position: Q1 2026 in Review

MSH Capital Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 1.8% in Q1 2026, buying an estimated $14.5K and bringing the position to 3,231 shares worth $768K. The position accounts for 0.16% of the portfolio, ranked #132.

MSH Capital Advisors first reported a position in QQQM in Q3 2022 and has held it in 11 quarters since. The position peaked at $803K in Q4 2025. 1,186 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

MSH Capital Advisors held 3,231 shares of Invesco NASDAQ 100 ETF worth $768K as of Q1 2026.
MSH Capital Advisors bought 58 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $14.5K.
Invesco NASDAQ 100 ETF made up 0.16% of MSH Capital Advisors's portfolio in Q1 2026, its #132 holding.
MSH Capital Advisors first reported a position in Invesco NASDAQ 100 ETF in Q3 2022 and has held it in 11 quarters since.
MSH Capital Advisors's Invesco NASDAQ 100 ETF position peaked at $803K in Q4 2025.
1,186 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.