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Resurgent Financial Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Resurgent Financial 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 		$410K Buy
1,727
+5
+0.3% +$1.25K 0.15% 167
2025
Q4 		$436K Sell
1,722
-289
-14% -$73K 0.22% 134
2025
Q3 		$497K Sell
2,011
-719
-26% -$169K 0.24% 124
2025
Q2 		$620K Buy
2,730
+272
+11% +$55.7K 0.34% 83
2025
Q1 		$474K Buy
2,458
+15
+0.6% +$3.14K 0.28% 98
2024
Q4 		$514K Sell
2,443
-47
-2% -$9.79K 0.3% 97
2024
Q3 		$500K Sell
2,490
-1,926
-44% -$375K 0.29% 100
2024
Q2 		$870K Sell
4,416
-2,418
-35% -$448K 0.54% 48
2024
Q1 		$1.25M Buy
6,834
+2,200
+47% +$388K 0.67% 38
2023
Q4 		$781K Sell
4,634
-1,599
-26% -$250K 0.48% 50
2023
Q3 		$919K Sell
6,233
-1,093
-15% -$167K 0.63% 38
2023
Q2 		$1.11M Sell
7,326
-1,120
-13% -$155K 0.74% 32
2023
Q1 		$1.11M Sell
8,446
-329
-4% -$39.9K 0.74% 33
2022
Q4 		$961K Buy
8,775
+1,892
+27% +$215K 0.51% 46
2022
Q3 		$757K Buy
6,883
+120
+2% +$14.9K 0.51% 50
2022
Q2 		$779K Buy
+6,763
New +$864K 0.5% 54

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 $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
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 $13B AUM 17.65% 1-Year Est. Return

Resurgent Financial Advisors's QQQM Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 0.29% in Q1 2026, buying an estimated $1.25K and bringing the position to 1,727 shares worth $410K. The position accounts for 0.15% of the portfolio, ranked #167.

Resurgent Financial Advisors first reported a position in QQQM in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.25M in Q1 2024. 1,186 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

  • Resurgent Financial Advisors held 1,727 shares of Invesco NASDAQ 100 ETF worth $410K as of Q1 2026.
  • Resurgent Financial Advisors bought 5 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $1.25K.
  • Invesco NASDAQ 100 ETF made up 0.15% of Resurgent Financial Advisors's portfolio in Q1 2026, its #167 holding.
  • Resurgent Financial Advisors first reported a position in Invesco NASDAQ 100 ETF in Q2 2022 and has held it in 16 quarters since.
  • Resurgent Financial Advisors's Invesco NASDAQ 100 ETF position peaked at $1.25M in Q1 2024.
  • 1,186 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.