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Summit Investment Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Summit Investment 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
Q2 		$626K Buy
2,744
+94
+4% +$19.2K 0.52% 36
2025
Q1 		$525K Buy
2,650
+29
+1% +$6.07K 0.47% 38
2024
Q4 		$578K Buy
+2,621
New +$546K 0.51% 30

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Summit Investment Advisors's QQQM Position: Q2 2025 in Review

Summit Investment Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 3.5% in Q2 2025, buying an estimated $19.2K and bringing the position to 2,744 shares worth $626K. The position accounts for 0.52% of the portfolio, ranked #36.

Summit Investment Advisors first reported a position in QQQM in Q4 2024 and has held it in 3 quarters since. 956 funds tracked by Wall St. Rank hold QQQM as of Q2 2025.

  • Summit Investment Advisors held 2,744 shares of Invesco NASDAQ 100 ETF worth $626K as of Q2 2025.
  • Summit Investment Advisors bought 94 Invesco NASDAQ 100 ETF shares in Q2 2025, an estimated $19.2K.
  • Invesco NASDAQ 100 ETF made up 0.52% of Summit Investment Advisors's portfolio in Q2 2025, its #36 holding.
  • Summit Investment Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and has held it in 3 quarters since.
  • 956 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.