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

Regal 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	$3.94M	Buy	16,573 +2,733	+20%	+$684K	0.23%	117
2025 Q4	$3.5M	Buy	+13,840	New	+$3.5M	0.21%	125
2024 Q2	–	Sell	-1,148	Closed	-$210K	–	601
2024 Q1	$210K	Sell	1,148 -168	-13%	-$29.6K	0.01%	543
2023 Q4	$222K	Buy	+1,316	New	+$206K	0.02%	493
2023 Q3	–	Sell	-1,336	Closed	-$203K	–	527
2023 Q2	$203K	Buy	+1,336	New	+$185K	0.02%	476
2022 Q2	–	Sell	-1,478	Closed	-$220K	–	548
2022 Q1	$220K	Buy	+1,478	New	+$216K	0.02%	485

Other funds holding QQQM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Regal Investment Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 20% in Q1 2026, buying an estimated $684K and bringing the position to 16,573 shares worth $3.94M. The position accounts for 0.23% of the portfolio, ranked #117.

Regal Investment Advisors first reported a position in QQQM in Q1 2022 and has held it in 6 quarters since. 1,187 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

Regal Investment Advisors held 16,573 shares of Invesco NASDAQ 100 ETF worth $3.94M as of Q1 2026.
Regal Investment Advisors bought 2,733 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $684K.
Invesco NASDAQ 100 ETF made up 0.23% of Regal Investment Advisors's portfolio in Q1 2026, its #117 holding.
Regal Investment Advisors first reported a position in Invesco NASDAQ 100 ETF in Q1 2022 and has held it in 6 quarters since.
1,187 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.