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OneDigital Investment Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

OneDigital Investment 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 		$7M Buy
29,445
+4,806
+20% +$1.2M 0.07% 220
2025
Q4 		$6.23M Buy
24,639
+3,143
+15% +$794K 0.06% 235
2025
Q3 		$5.31M Buy
21,496
+103
+0.5% +$24.3K 0.05% 247
2025
Q2 		$4.86M Buy
21,393
+2,265
+12% +$464K 0.05% 247
2025
Q1 		$3.69M Buy
19,128
+1,225
+7% +$256K 0.04% 279
2024
Q4 		$3.77M Sell
17,903
-10,043
-36% -$2.09M 0.04% 289
2024
Q3 		$5.61M Sell
27,946
-1,357
-5% -$264K 0.06% 235
2024
Q2 		$5.78M Buy
29,303
+334
+1% +$61.8K 0.07% 209
2024
Q1 		$5.29M Sell
28,969
-4,647
-14% -$820K 0.08% 191
2023
Q4 		$5.67M Buy
33,616
+868
+3% +$136K 0.1% 171
2023
Q3 		$4.83M Sell
32,748
-3,328
-9% -$508K 0.1% 154
2023
Q2 		$5.48M Sell
36,076
-5,266
-13% -$729K 0.12% 137
2023
Q1 		$5.46M Sell
41,342
-949
-2% -$115K 0.13% 135
2022
Q4 		$4.63M Sell
42,291
-20,186
-32% -$2.3M 0.13% 137
2022
Q3 		$6.87M Sell
62,477
-5,271
-8% -$654K 0.25% 64
2022
Q2 		$7.8M Buy
67,748
+2,400
+4% +$306K 0.34% 44
2022
Q1 		$9.73M Buy
65,348
+13,696
+27% +$2M 0.37% 43
2021
Q4 		$8.45M Buy
+51,652
New +$8.2M 0.3% 51

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

OneDigital Investment Advisors's QQQM Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 20% in Q1 2026, buying an estimated $1.2M and bringing the position to 29,445 shares worth $7M. The position accounts for 0.07% of the portfolio, ranked #220.

OneDigital Investment Advisors first reported a position in QQQM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.73M in Q1 2022. 1,189 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

  • OneDigital Investment Advisors held 29,445 shares of Invesco NASDAQ 100 ETF worth $7M as of Q1 2026.
  • OneDigital Investment Advisors bought 4,806 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $1.2M.
  • Invesco NASDAQ 100 ETF made up 0.07% of OneDigital Investment Advisors's portfolio in Q1 2026, its #220 holding.
  • OneDigital Investment Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2021 and has held it in 18 quarters since.
  • OneDigital Investment Advisors's Invesco NASDAQ 100 ETF position peaked at $9.73M in Q1 2022.
  • 1,189 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.