Taylor Financial Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Taylor Financial Group’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	$1.08M	Buy	3,565 +130	+4%	+$36.8K	0.59%	39
2026 Q1	$816K	Hold	3,435	–	–	0.49%	44
2025 Q4	$869K	Hold	3,435	–	–	0.51%	40
2025 Q3	$849K	Hold	3,435	–	–	0.49%	39
2025 Q2	$780K	Buy	3,435 +380	+12%	+$77.8K	0.49%	42
2025 Q1	$590K	Hold	3,055	–	–	0.41%	50
2024 Q4	$643K	Hold	3,055	–	–	0.45%	48
2024 Q3	$614K	Buy	3,055 +350	+13%	+$68.2K	0.42%	51
2024 Q2	$533K	Hold	2,705	–	–	0.41%	52
2024 Q1	$494K	Buy	2,705 +205	+8%	+$36.2K	0.38%	55
2023 Q4	$421K	Buy	+2,500	New	+$390K	0.35%	62

Other funds holding QQQM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Taylor Financial Group's QQQM Position: Q2 2026 in Review

Taylor Financial Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 3.8% in Q2 2026, buying an estimated $36.8K and bringing the position to 3,565 shares worth $1.08M. The position accounts for 0.59% of the portfolio, ranked #39.

Taylor Financial Group first reported a position in QQQM in Q4 2023 and has held it in 11 quarters since. 642 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Taylor Financial Group held 3,565 shares of Invesco NASDAQ 100 ETF worth $1.08M as of Q2 2026.
Taylor Financial Group bought 130 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $36.8K.
Invesco NASDAQ 100 ETF made up 0.59% of Taylor Financial Group's portfolio in Q2 2026, its #39 holding.
Taylor Financial Group first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 11 quarters since.
642 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.