Safe Harbor Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Safe Harbor Wealth 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
2025 Q4	$225K	Buy	+911	New	+$230K	0.22%	91

Other funds holding QQQM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Safe Harbor Wealth Advisors's QQQM Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q4 2025: 911 shares worth $225K. The stake represents 0.22% of the portfolio and ranks #91 among its holdings.

1,187 funds tracked by Wall St. Rank hold QQQM as of Q4 2025.

Safe Harbor Wealth Advisors held 911 shares of Invesco NASDAQ 100 ETF worth $225K as of Q4 2025.
Invesco NASDAQ 100 ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
Invesco NASDAQ 100 ETF made up 0.22% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #91 holding.
1,187 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.