Petix & Botte Financial’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Petix & Botte 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	$18.2M	Buy	59,924 +32,746	+120%	+$9.28M	3.65%	6
2026 Q1	$12.9M	Sell	27,178 -20,334	-43%	-$5.09M	2.88%	10
2025 Q4	$12M	Buy	47,512 +6,326	+15%	+$1.6M	2.73%	10
2025 Q3	$10.2M	Buy	41,186 +4,545	+12%	+$1.07M	2.35%	16
2025 Q2	$8.32M	Buy	36,641 +4,761	+15%	+$975K	2.04%	17
2025 Q1	$6.15M	Buy	31,880 +8,723	+38%	+$1.82M	1.62%	23
2024 Q4	$4.87M	Buy	+23,157	New	+$4.82M	1.28%	26

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

Petix & Botte Financial's QQQM Position: Q2 2026 in Review

Petix & Botte Financial increased its Invesco NASDAQ 100 ETF (QQQM) stake by 120% in Q2 2026, buying an estimated $9.28M and bringing the position to 59,924 shares worth $18.2M. The position accounts for 3.65% of the portfolio, ranked #6.

Petix & Botte Financial first reported a position in QQQM in Q4 2024 and has held it in 7 quarters since. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Petix & Botte Financial held 59,924 shares of Invesco NASDAQ 100 ETF worth $18.2M as of Q2 2026.
Petix & Botte Financial bought 32,746 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $9.28M.
Invesco NASDAQ 100 ETF made up 3.65% of Petix & Botte Financial's portfolio in Q2 2026, its #6 holding.
Petix & Botte Financial first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 7 quarters since.
1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.