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Sunbelt Securities’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Sunbelt Securities’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 		$620K Buy
2,611
+267
+11% +$66.8K 0.04% 357
2025
Q4 		$593K Sell
2,344
-78
-3% -$19.7K 0.04% 355
2025
Q3 		$598K Buy
2,422
+967
+66% +$228K 0.04% 342
2025
Q2 		$306K Sell
1,455
-20
-1% -$4.09K 0.03% 478
2025
Q1 		$285K Buy
1,475
+20
+1% +$4.18K 0.03% 466
2024
Q4 		$309K Buy
1,455
+148
+11% +$30.8K 0.03% 478
2024
Q3 		$262K Buy
1,307
+2
+0.2% +$390 0.03% 521
2024
Q2 		$257K Sell
1,305
-170
-12% -$31.5K 0.03% 491
2024
Q1 		$269K Sell
1,475
-22
-1% -$3.88K 0.03% 461
2023
Q4 		$252K Buy
1,497
+1,475
+6,705% +$230K 0.03% 444
2023
Q3 		$3.24K Sell
22
-210
-91% -$32K ﹤0.01% 1390
2023
Q2 		$35.3K Buy
+232
New +$32.1K 0.01% 870

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 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Sunbelt Securities's QQQM Position: Q1 2026 in Review

Sunbelt Securities increased its Invesco NASDAQ 100 ETF (QQQM) stake by 11% in Q1 2026, buying an estimated $66.8K and bringing the position to 2,611 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #357.

Sunbelt Securities first reported a position in QQQM in Q2 2023 and has held it in 12 quarters since. 1,192 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

  • Sunbelt Securities held 2,611 shares of Invesco NASDAQ 100 ETF worth $620K as of Q1 2026.
  • Sunbelt Securities bought 267 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $66.8K.
  • Invesco NASDAQ 100 ETF made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #357 holding.
  • Sunbelt Securities first reported a position in Invesco NASDAQ 100 ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,192 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.