# INVESCO EXCH TRADED FD TR II (QQQM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/QQQM/

- Reporting holders: 68
- Reported value: $477.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $85.2M | 279,532 | 1.2% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $42.9M | 140,911 | 0.3% | 15 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $40.6M | 133,319 | 6.6% | 16 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $36.4M | 119,428 | 6.7% | 13 |
| [JP Wealth Management, Inc.](https://holderbook.com/funds/1967622-jp-wealth-management-inc/) | $35.5M | 116,619 | 22.5% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $23.8M | 78,010 | 0.7% | 15 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $18.9M | 61,943 | 1.4% | 5 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $14.6M | 47,830 | 1.5% | 7 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $14.1M | 46,144 | 7.5% | 8 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $13.7M | 43,816 | 1.6% | 4 |
| [Prota Financial, LLC](https://holderbook.com/funds/2126257-prota-financial-llc/) | $12.2M | 39,914 | 7.8% | 4 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $11.9M | 38,644 | 2.2% | 6 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $11.8M | 38,081 | 4.8% | 7 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $9.5M | 31,092 | 0.6% | 21 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $8.9M | 29,248 | 2.6% | 15 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $8.5M | 27,994 | 0.7% | 3 |
| [Echo45 Advisors LLC](https://holderbook.com/funds/1908617-echo45-advisors-llc/) | $8.4M | 27,552 | 3.8% | 16 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $6.8M | 22,352 | 0.4% | 3 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $6.3M | 20,796 | 0.6% | 10 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $6.0M | 19,638 | 1.5% | 24 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $5.8M | 18,875 | 0.2% | 6 |
| [Family Legacy Financial Solutions, LLC](https://holderbook.com/funds/2076068-family-legacy-financial-solutions-llc/) | $4.8M | 15,775 | 2.8% | 3 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $4.6M | 15,060 | 3.1% | 8 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $4.2M | 13,720 | 0.1% | 6 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $3.9M | 12,945 | 0.9% | 13 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 68 | $477.5M |
| Q2 2026 | 1,361 | $42.9B |
| Q1 2026 | 1,196 | $28.8B |
| Q4 2025 | 1,193 | $30.3B |
| Q3 2025 | 1,037 | $27.9B |
| Q2 2025 | 958 | $23.7B |
| Q1 2025 | 874 | $17.4B |
| Q4 2024 | 854 | $19.7B |
| Q3 2024 | 729 | $17.0B |
| Q2 2024 | 685 | $18.6B |
| Q1 2024 | 606 | $11.6B |
| Q4 2023 | 553 | $9.9B |