Northwest Financial Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Northwest Financial 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 Q2	$798K	Buy	2,635 +34	+1%	+$9.63K	0.11%	30
2026 Q1	$618K	Buy	2,601 +65	+3%	+$16.3K	1.19%	21
2025 Q4	$641K	Sell	2,536 -124	-5%	-$31.3K	1.32%	22
2025 Q3	$657K	Buy	2,660 +828	+45%	+$195K	0.84%	33
2025 Q2	$416K	Hold	1,832	–	–	0.58%	52
2025 Q1	$354K	Buy	1,832 +1	+0.1%	+$209	0.29%	77
2024 Q4	$385K	Hold	1,831	–	–	0.32%	70
2024 Q3	$368K	Buy	1,831 +1	+0.1%	+$195	0.29%	65
2024 Q2	$361K	Hold	1,830	–	–	0.37%	64
2024 Q1	$334K	Buy	1,830 +301	+20%	+$53.1K	0.37%	68
2023 Q4	$258K	Buy	+1,529	New	+$239K	0.22%	74

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

Northwest Financial Advisors's QQQM Position: Q2 2026 in Review

Northwest Financial Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 1.3% in Q2 2026, buying an estimated $9.63K and bringing the position to 2,635 shares worth $798K. The position accounts for 0.11% of the portfolio, ranked #30.

Northwest Financial Advisors first reported a position in QQQM in Q4 2023 and has held it in 11 quarters since. 1,359 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Northwest Financial Advisors held 2,635 shares of Invesco NASDAQ 100 ETF worth $798K as of Q2 2026.
Northwest Financial Advisors bought 34 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $9.63K.
Invesco NASDAQ 100 ETF made up 0.11% of Northwest Financial Advisors's portfolio in Q2 2026, its #30 holding.
Northwest Financial Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 11 quarters since.
1,359 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.