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Summit Financial’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Summit Financial’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 		$81.9M Buy
344,553
+2,324
+0.7% +$581K 1.04% 13
2025
Q4 		$86.6M Sell
342,229
-7,425
-2% -$1.88M 1.27% 11
2025
Q3 		$86.4M Buy
+349,654
New +$82.4M 1.32% 11

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

Summit Financial's QQQM Position: Q1 2026 in Review

Summit Financial increased its Invesco NASDAQ 100 ETF (QQQM) stake by 0.68% in Q1 2026, buying an estimated $581K and bringing the position to 344,553 shares worth $81.9M. The position accounts for 1.04% of the portfolio, ranked #13.

Summit Financial first reported a position in QQQM in Q3 2025 and has held it in 3 quarters since. The position peaked at $86.6M in Q4 2025. 1,186 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

  • Summit Financial held 344,553 shares of Invesco NASDAQ 100 ETF worth $81.9M as of Q1 2026.
  • Summit Financial bought 2,324 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $581K.
  • Invesco NASDAQ 100 ETF made up 1.04% of Summit Financial's portfolio in Q1 2026, its #13 holding.
  • Summit Financial first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Invesco NASDAQ 100 ETF position peaked at $86.6M in Q4 2025.
  • 1,186 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.