O'Connor Financial Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

O'Connor 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 Q2	$405K	Sell	1,336 -35	-3%	-$9.91K	0.14%	49
2026 Q1	$326K	Buy	1,371 +20	+1%	+$5K	0.13%	51
2025 Q4	$346K	Sell	1,351 -57	-4%	-$14.4K	0.14%	49
2025 Q3	$348K	Buy	1,408 +11	+0.8%	+$2.59K	0.15%	50
2025 Q2	$320K	Buy	1,397 +225	+19%	+$46.1K	0.14%	47
2025 Q1	$226K	Buy	1,172 +45	+4%	+$9.41K	0.12%	51
2024 Q4	$237K	Buy	1,127 +77	+7%	+$16K	0.12%	53
2024 Q3	$211K	Sell	1,050 -22	-2%	-$4.29K	0.11%	54
2024 Q2	$211K	Buy	+1,072	New	+$198K	0.12%	49

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

O'Connor Financial Group's QQQM Position: Q2 2026 in Review

O'Connor Financial Group reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 2.6% in Q2 2026, selling an estimated $9.91K and leaving 1,336 shares worth $405K. The position accounts for 0.14% of the portfolio, ranked #49.

O'Connor Financial Group first reported a position in QQQM in Q2 2024 and has held it in 9 quarters since. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

O'Connor Financial Group held 1,336 shares of Invesco NASDAQ 100 ETF worth $405K as of Q2 2026.
O'Connor Financial Group sold 35 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $9.91K.
Invesco NASDAQ 100 ETF made up 0.14% of O'Connor Financial Group's portfolio in Q2 2026, its #49 holding.
O'Connor Financial Group first reported a position in Invesco NASDAQ 100 ETF in Q2 2024 and has held it in 9 quarters since.
1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.