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Disclosery

QQQM INVESCO EXCH TRADED FD TR II

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COM (fund)

951 managers (960 13F filers) reported a position in QQQM shares at 2025-06-30, 103,597,765 shares in all. 143 filers opened a position and 61 filers sold out during the quarter.

Managers
951
13F filers
960
New
143
Added
482
Reduced
219
Sold out
61
Shares held by filers
103,597,765

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Clearstead Trust, LLC2,793$634K0.12%+36713F-HRTimeline
Independent Wealth Network Inc.2,780$631K0.23%new13F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.2,744$626K0.52%+9413F-HRTimeline
Seneca House Advisors2,745$623K0.27%+1,55713F-HRTimeline
Lord & Richards Wealth Management, LLC2,738$622K0.65%+1,64013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC2,733$621K0.32%-5,71713F-HRTimeline
Resurgent Financial Advisors LLC2,730$620K0.34%+27213F-HRTimeline
Kraft, Davis & Associates, LLC2,627$615K0.17%+9913F-HRTimeline
Emergent Wealth Advisors, LLC2,671$607K0.39%-46513F-HRTimeline
ETF Portfolio Partners, Inc.2,654$603K0.17%+12713F-HRTimeline
Cape Investment Advisory, Inc.2,632$598K0.22%-45013F-HRTimeline
Sequoia Financial Advisors, LLC2,629$597K<0.01%-2713F-HRTimeline
Washington Trust Advisors, Inc.2,619$595K0.05%013F-HRTimeline
Seneschal Advisors, LLC2,600$590K0.47%+79013F-HRTimeline
Kovack Advisors, Inc.2,590$588K0.06%-24113F-HRTimeline
Milestone Asset Management Group, LLC2,574$585K0.43%+51713F-HRTimeline
Tempus Wealth Planning, LLC2,552$580K0.14%+213F-HRTimeline
Fiduciary Alliance LLC2,543$578K0.04%+20713F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,534$575K0.03%+69413F-HRTimeline
Main Street Financial Solutions, LLC2,494$566K0.04%new13F-HRTimeline
Pitti Group Wealth Management, LLC2,492$566K0.49%+3113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,480$563K0.01%+2513F-HRTimeline
Alteri Wealth LLC2,474$562K0.22%+37913F-HRTimeline
Samalin Investment Counsel, LLC2,469$561K0.22%+74513F-HRTimeline
Chicago Partners Investment Group LLC2,379$552K0.02%+76513F-HRTimeline
Traynor Capital Management, Inc.2,452$552K0.04%+1,31313F-HRTimeline
Weitzel Financial Services, Inc.2,315$549K0.23%+59213F-HRTimeline
Gen-Wealth Partners Inc2,410$547K0.21%013F-HRTimeline
Three Cord True Wealth Management, LLC2,398$545K0.41%-23713F-HR/ATimeline
PKS Advisory Services, LLC2,380$541K0.14%+59213F-HRTimeline
Boreal Capital Management LLC2,375$539K0.45%13F-HRTimeline
Valeo Financial Advisors, LLC2,351$534K0.01%new13F-HR/ATimeline
PRIVATE CLIENT SERVICES, LLC2,339$531K0.21%+45913F-HRTimeline
MSH Capital Advisors LLC2,319$527K0.15%-50413F-HRTimeline
Pacific Point Advisors, LLC2,317$526K0.29%+41913F-HRTimeline
Mystic Asset Management, Inc.2,275$517K0.12%+43013F-HRTimeline
MWA Asset Management2,267$515K0.32%+17013F-HRTimeline
Archer Investment Corp2,243$509K0.12%013F-HRTimeline
OLD NATIONAL BANCORP /IN/2,231$507K0.01%+32413F-HRTimeline
Avidian Wealth Enterprises, LLC2,188$497K0.02%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,170$493K<0.01%+17313F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd2,140$486K0.01%new13F-HRTimelineGroup
Camarda Financial Advisors, LLC2,137$485K0.19%+1,01713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,106$478K0.05%-68213F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC2,100$477K0.09%+1,40013F-HRTimeline
Silverleafe Capital Partners, LLC2,065$469K0.16%-71313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,058$467K0.06%-60913F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,052$466K0.03%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,019$459K0.01%013F-HRTimeline
Bordeaux Wealth Advisors LLC2,016$458K0.06%new13F-HRTimeline
Freedom Financial Partners LLC2,005$455K0.19%+5013F-HRTimeline
Peachtree Investment Partners, LLC2,000$454K0.17%013F-HRTimeline
BlueChip Wealth Advisors LLC2,000$454K0.2%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,985$451K0.08%-6513F-HRTimeline
Cambria Investment Management, L.P.1,972$448K0.03%new13F-HRTimeline
Empowered Funds, LLC1,972$448K0.01%-1,87213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,960$445K0.02%+1,10313F-HRTimelineGroup
Tidemark, LLC1,947$442K0.14%-25713F-HRTimeline
IPG Investment Advisors LLC1,935$439K0.09%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,914$435K0.04%+78513F-HRTimeline
Bravias Capital Group, LLC1,881$427K0.31%-2013F-HRTimeline
DURANTE & WATERS, LLC1,863$423K0.33%+45213F-HRTimeline
Clare Market Investments LLC1,855$421K0.09%-14713F-HRTimeline
Northwest Financial Advisors1,832$416K0.58%013F-HRTimeline
McCarthy & Cox1,830$416K0.11%-2113F-HRTimeline
Global Assets Advisory, LLC1,827$411K0.16%new13F-HRTimeline
Impact Partnership Wealth, LLC1,804$410K0.08%+10613F-HRTimeline
Parcion Private Wealth LLC1,796$408K0.03%013F-HRTimeline
Capital Investment Advisors, LLC1,794$407K0.01%-38013F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,760$400K<0.01%-8213F-HRTimelineGroup
Capital Investment Advisory Services, L…1,760$400K0.03%+42513F-HRTimeline
Consolidated Portfolio Review Corp1,733$393K0.05%+1813F-HRTimeline
AssuredPartners Investment Advisors, LLC1,721$391K0.1%-35,08213F-HRTimeline
Barnes Wealth Management Group, Inc1,689$384K0.23%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,637$372K0.17%-9813F-HRTimeline
Sanchez Wealth Management Group1,636$372K0.09%-83013F-HRTimeline
Crestwood Advisors Group, LLC1,609$365K0.01%-73313F-HRTimeline
Firestone Capital Management1,585$360K0.08%new13F-HRTimeline
Beacon Financial Advisory LLC1,580$359K0.09%+12113F-HRTimeline
F/m Investments LLC1,575$358K0.01%new13F-HRTimeline
Dana Investment Advisors, Inc.1,574$357K0.01%-19913F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC1,559$354K0.11%+27413F-HRTimeline
Northstar Group, Inc.1,547$351K0.05%-15013F-HRTimeline
Kropog Financial Group, LLC1,530$347K0.3%+313F-HRTimeline
ENTREWEALTH, LLC1,529$347K0.24%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,529$347K<0.01%+3013F-HRTimelineGroup
MATRIX ASSET ADVISORS INC/NY1,520$345K0.03%013F-HR/ATimeline
Endowment Wealth Management, Inc.1,518$345K0.18%+27813F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,506$342K0.07%-5513F-HRTimelineGroup
LJI Wealth Management, LLC1,505$342K0.06%-13813F-HRTimeline
Fiduciary Group, LLC1,503$341K0.03%+38213F-HRTimeline
KWB Wealth1,763$340K0.04%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,496$340K0.03%013F-HRTimeline
WASHINGTON TRUST Co1,496$340K0.01%+47213F-HRTimeline
Blue Chip Partners, LLC1,493$339K0.03%+24313F-HRTimeline
Santori & Peters, Inc.1,491$339K0.12%+2313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,504$338K0.06%-30013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,490$338K0.02%-5013F-HRTimeline
Sather Financial Group Inc1,489$338K0.02%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,483$337K0.02%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,474$335K0.02%-8,45813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,472$334K<0.01%new13F-HRTimeline
Joel Isaacson & Co., LLC1,467$333K0.01%+10113F-HRTimeline
Richmond Investment Services, LLC1,466$333K0.07%new13F-HRTimeline
Encompass More Asset Management1,465$333K0.08%new13F-HRTimeline
Mesirow Financial Investment Management…1,463$332K0.01%+413F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,458$331K0.12%+6713F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,454$330K0.17%013F-HRTimeline
AlphaStar Capital Management, LLC1,448$329K0.02%-1,72713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,439$327K0.01%new13F-HRTimelineGroup
GUIDANCE CAPITAL, INC1,427$325K0.09%-12813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments1,424$323K0.02%+1013F-HRTimelineGroup
SeaCrest Wealth Management, LLC1,412$321K0.03%new13F-HRTimeline
O'Connor Financial Group LLC1,397$320K0.14%+22513F-HRTimeline
Oakwell Private Wealth Management, LLC1,407$320K0.07%+32813F-HRTimeline
HB Wealth Management, LLC1,399$318K<0.01%-1,83013F-HRTimeline
Trexquant Investment LP1,394$317K<0.01%-7313F-HRTimeline
NorthCrest Asset Manangement, LLC1,380$316K0.01%-13713F-HRTimeline
Inscription Capital, LLC1,365$310K0.04%-23413F-HRTimeline
Sunbelt Securities, Inc.1,455$306K0.03%-2013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC1,337$304K0.05%+113F-HRTimeline
Pallas Capital Advisors LLC1,331$302K0.01%+1713F-HRTimeline
Nadler Financial Group, Inc.1,318$299K0.03%-12513F-HRTimeline
OAKWORTH CAPITAL, INC.1,315$299K0.02%013F-HRTimeline
Clark Asset Management, LLC1,307$297K0.04%new13F-HRTimeline
Stonebridge Financial Group, LLC1,297$295K0.03%013F-HRTimeline
Jacobi Capital Management LLC1,284$292K0.02%-9813F-HRTimeline
Summit Trail Advisors, LLC1,283$291K0.01%-50013F-HRTimeline
Nova Wealth Management, Inc.1,273$289K0.21%+1,20113F-HRTimeline
Certified Advisory Corp1,269$288K0.03%+2113F-HRTimeline
Financial Engines Advisors L.L.C.1,269$288K<0.01%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,259$286K0.01%-55113F-HRTimelineGroup
Empirical Asset Management, LLC1,257$285K0.09%-14613F-HRTimeline
Financial Synergies Wealth Advisors, In…1,256$285K0.03%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,250$284K0.1%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,242$282K<0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.1,230$279K0.05%-22,86013F-HRTimeline
Facet Wealth, Inc.1,184$275K0.01%new13F-HRTimeline
Obermeyer Wealth Partners1,211$275K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,210$275K<0.01%013F-HRTimelineGroup
Cypress Wealth Services, LLC1,203$273K0.05%+13113F-HRTimeline
Beaumont Financial Advisors, LLC1,202$273K0.02%new13F-HRTimeline
O'Brien Wealth Partners LLC1,200$273K0.04%013F-HRTimeline
Ledgewood Wealth Advisors, LLC1,200$273K0.17%-3713F-HRTimeline
Financial Advisors Network, Inc.1,190$270K0.04%+12013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,187$270K0.07%+113F-HRTimelineGroup
Longview Financial Advisors, Inc.1,181$268K0.23%-27113F-HRTimeline
SIGNATUREFD, LLC1,180$268K<0.01%-7713F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC1,180$268K0.1%new13F-HRTimeline
Oxler Private Wealth LLC1,175$267K0.08%+1813F-HRTimeline
Mill Creek Capital Advisors, LLC1,175$267K0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC1,182$267K0.03%-15,08513F-HR/ATimeline
Burns Matteson Capital Management, LLC1,162$264K0.13%-1513F-HRTimeline
Compound Planning, Inc.1,161$264K0.01%-6713F-HRTimeline
Sand Hill Global Advisors, LLC1,157$263K0.01%+4813F-HRTimeline
Ridgewood Investments LLC1,153$262K0.11%+30413F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,150$261K0.1%-63913F-HR/ATimelineGroup
NorthRock Partners, LLC1,145$260K0.01%+1,00213F-HR/ATimeline
Clarendon Private LLC1,145$260K0.25%new13F-HRTimeline
GAMMA Investing LLC1,137$258K0.02%+95313F-HRTimeline
Cottage Street Advisors LLC1,119$254K0.13%new13F-HRTimeline
Base Wealth Management LLC1,114$253K0.16%-6113F-HRTimeline
Snowden Capital Advisors LLC1,107$252K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC1,099$250K0.02%+5713F-HRTimeline
American Institute for Advanced Investm…1,097$249K0.18%+1713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV1,095$249K0.08%+113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT1,086$247K0.03%+2013F-HRTimeline
Lokken Investment Group LLC1,073$244K0.09%+2313F-HRTimeline
Prospect Financial Services LLC1,061$241K0.15%-2,24813F-HR/ATimeline
Grassi Investment Management1,058$240K0.02%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP1,056$240K0.04%new13F-HRTimeline
McAdam, LLC1,054$239K0.01%new13F-HRTimeline
Transcendent Capital Group LLC1,045$237K0.12%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,043$237KnewTimeline
RMR Wealth Builders1,025$233K0.02%new13F-HRTimeline
SteelPeak Wealth, LLC1,018$231K0.01%new13F-HRTimeline
Southland Equity Partners LLC1,016$231K0.05%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,014$230K0.02%new13F-HR/ATimeline
NAPLES GLOBAL ADVISORS, LLC1,000$227K0.02%new13F-HRTimeline
FIDUCIENT ADVISORS LLC1,000$227K0.03%new13F-HRTimeline
Granite Harbor Advisors, Inc.995$226K0.11%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…986$224K0.03%+2113F-HRTimeline
Smart Money Group LLC972$221K0.07%-10313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC970$220K0.02%013F-HRTimeline
Cedar Mountain Advisors, LLC965$219K0.05%new13F-HRTimeline
Soltis Investment Advisors LLC959$218K0.02%-1,37313F-HRTimeline
VCI Wealth Management LLC958$218K0.08%new13F-HRTimeline
Keebeck Wealth Management956$217K0.03%new13F-HRTimeline
Van Hulzen Asset Management, LLC936$213K0.02%new13F-HRTimeline
McGinn Penninger Investment Management,…379$209K0.13%new13F-HRTimeline
STRATEGIC PLANNING GROUP, LLC916$208K0.03%-2,12213F-HRTimeline
BRIGHTON JONES LLC914$208K0.01%new13F-HRTimeline
Taylor Hoffman Capital Management LLC906$206K0.07%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP906$206K<0.01%new13F-HRTimeline
Patten Group, Inc.901$205K0.04%new13F-HRTimeline
National Philanthropic Trust900$204K<0.01%new13F-HRTimeline
KINTRA WEALTH, LLC900$204K0.12%new13F-HRTimeline
Integrated Capital Management, LLC869$202K0.1%new13F-HRTimeline
COREPATH WEALTH PARTNERS LLC876$201K0.17%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp815$185K<0.01%new13F-HRTimelineGroup