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Savvy Advisors Inc’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Savvy Advisors Inc’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 		$2.65M Sell
11,156
-334
-3% -$83.5K 0.07% 214
2025
Q4 		$2.91M Buy
11,490
+4,648
+68% +$1.17M 0.09% 163
2025
Q3 		$1.69M Buy
6,842
+1,706
+33% +$402K 0.08% 185
2025
Q2 		$1.17M Buy
5,136
+2,528
+97% +$518K 0.08% 186
2025
Q1 		$503K Buy
2,608
+398
+18% +$83.3K 0.05% 287
2024
Q4 		$465K Buy
2,210
+31
+1% +$6.45K 0.06% 256
2024
Q3 		$438K Buy
2,179
+140
+7% +$27.3K 0.09% 200
2024
Q2 		$402K Buy
2,039
+64
+3% +$11.8K 0.13% 169
2024
Q1 		$361K Buy
+1,975
New +$349K 0.21% 135

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

Savvy Advisors Inc's QQQM Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 2.9% in Q1 2026, selling an estimated $83.5K and leaving 11,156 shares worth $2.65M. The position accounts for 0.07% of the portfolio, ranked #214.

Savvy Advisors Inc first reported a position in QQQM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.91M in Q4 2025. 1,186 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

  • Savvy Advisors Inc held 11,156 shares of Invesco NASDAQ 100 ETF worth $2.65M as of Q1 2026.
  • Savvy Advisors Inc sold 334 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $83.5K.
  • Invesco NASDAQ 100 ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #214 holding.
  • Savvy Advisors Inc first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 9 quarters since.
  • Savvy Advisors Inc's Invesco NASDAQ 100 ETF position peaked at $2.91M in Q4 2025.
  • 1,186 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.