Swisher Financial Concepts’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Swisher Financial Concepts’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	$158K	Sell	523 -371	-41%	-$105K	0.1%	75
2026 Q1	$212K	Sell	894 -49	-5%	-$12.3K	0.12%	96
2025 Q4	$239K	Sell	943 -64	-6%	-$16.2K	0.14%	87
2025 Q3	$249K	Sell	1,007 -3,367	-77%	-$794K	0.15%	77
2025 Q2	$993K	Sell	4,374 -3,992	-48%	-$817K	0.64%	27
2025 Q1	$1.61M	Sell	8,366 -8,223	-50%	-$1.72M	1.33%	16
2024 Q4	$3.49M	Sell	16,589 -14,088	-46%	-$2.93M	4.11%	8
2024 Q3	$6.07M	Buy	+30,677	New	+$5.97M	3.82%	10

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Swisher Financial Concepts's QQQM Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 41% in Q2 2026, selling an estimated $105K and leaving 523 shares worth $158K. The position accounts for 0.1% of the portfolio, ranked #75.

Swisher Financial Concepts first reported a position in QQQM in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.07M in Q3 2024. 1,344 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Swisher Financial Concepts held 523 shares of Invesco NASDAQ 100 ETF worth $158K as of Q2 2026.
Swisher Financial Concepts sold 371 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $105K.
Invesco NASDAQ 100 ETF made up 0.1% of Swisher Financial Concepts's portfolio in Q2 2026, its #75 holding.
Swisher Financial Concepts first reported a position in Invesco NASDAQ 100 ETF in Q3 2024 and has held it in 8 quarters since.
Swisher Financial Concepts's Invesco NASDAQ 100 ETF position peaked at $6.07M in Q3 2024.
1,344 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.