Ritter Daniher Financial Advisory’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Ritter Daniher Financial Advisory’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	$8.49M	Buy	28,008 +954	+4%	+$270K	1.29%	17
2026 Q1	$6.43M	Buy	27,054 +483	+2%	+$121K	1.09%	17
2025 Q4	$6.72M	Sell	26,571 -90	-0.3%	-$22.7K	1.13%	18
2025 Q3	$6.59M	Buy	+26,661	New	+$6.28M	1.16%	19

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

Ritter Daniher Financial Advisory's QQQM Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Invesco NASDAQ 100 ETF (QQQM) stake by 3.5% in Q2 2026, buying an estimated $270K and bringing the position to 28,008 shares worth $8.49M. The position accounts for 1.29% of the portfolio, ranked #17.

Ritter Daniher Financial Advisory first reported a position in QQQM in Q3 2025 and has held it in 4 quarters since. 1,344 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Ritter Daniher Financial Advisory held 28,008 shares of Invesco NASDAQ 100 ETF worth $8.49M as of Q2 2026.
Ritter Daniher Financial Advisory bought 954 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $270K.
Invesco NASDAQ 100 ETF made up 1.29% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #17 holding.
Ritter Daniher Financial Advisory first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 4 quarters since.
1,344 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.