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Stonebridge Financial Group, LLC/CA’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$27.1M Buy
+89,512
New +$25.4M 3.76% 4

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's QQQM Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2026: 89,512 shares worth $27.1M. The stake represents 3.76% of the portfolio and ranks #4 among its holdings.

1,182 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 89,512 shares of Invesco NASDAQ 100 ETF worth $27.1M as of Q2 2026.
  • Invesco NASDAQ 100 ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Invesco NASDAQ 100 ETF made up 3.76% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #4 holding.
  • 1,182 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.