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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
Q2 		$5.88M Buy
19,395
+8,239
+74% +$2.33M 0.12% 139
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Savvy Advisors Inc's QQQM Position: Q2 2026 in Review

Savvy Advisors Inc increased its Invesco NASDAQ 100 ETF (QQQM) stake by 74% in Q2 2026, buying an estimated $2.33M and bringing the position to 19,395 shares worth $5.88M. The position accounts for 0.12% of the portfolio, ranked #139.

Savvy Advisors Inc first reported a position in QQQM in Q1 2024 and has held it in 10 quarters since. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Savvy Advisors Inc held 19,395 shares of Invesco NASDAQ 100 ETF worth $5.88M as of Q2 2026.
  • Savvy Advisors Inc bought 8,239 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $2.33M.
  • Invesco NASDAQ 100 ETF made up 0.12% of Savvy Advisors Inc's portfolio in Q2 2026, its #139 holding.
  • Savvy Advisors Inc first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.