PKS Advisory Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

PKS Advisory Services’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	$904K	Buy	2,984 +242	+9%	+$68.6K	0.14%	141
2026 Q1	$652K	Sell	2,742 -24	-0.9%	-$6K	0.15%	137
2025 Q4	$700K	Sell	2,766 -208	-7%	-$52.5K	0.16%	127
2025 Q3	$4.73M	Buy	2,974 +594	+25%	+$140K	0.99%	15
2025 Q2	$541K	Buy	2,380 +592	+33%	+$121K	0.13%	146
2025 Q1	$345K	Buy	1,788 +165	+10%	+$34.5K	0.09%	166
2024 Q4	$342K	Buy	+1,623	New	+$338K	0.09%	175

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

PKS Advisory Services's QQQM Position: Q2 2026 in Review

PKS Advisory Services increased its Invesco NASDAQ 100 ETF (QQQM) stake by 8.8% in Q2 2026, buying an estimated $68.6K and bringing the position to 2,984 shares worth $904K. The position accounts for 0.14% of the portfolio, ranked #141.

PKS Advisory Services first reported a position in QQQM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.73M in Q3 2025. 1,355 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

PKS Advisory Services held 2,984 shares of Invesco NASDAQ 100 ETF worth $904K as of Q2 2026.
PKS Advisory Services bought 242 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $68.6K.
Invesco NASDAQ 100 ETF made up 0.14% of PKS Advisory Services's portfolio in Q2 2026, its #141 holding.
PKS Advisory Services first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's Invesco NASDAQ 100 ETF position peaked at $4.73M in Q3 2025.
1,355 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.