Advisor Resource Council QQQM INVESCO EXCH TRADED FD TR II

Ownership history in Advisor Resource Council  ·  9 quarters on record

AI Ownership Summary

Advisor Resource Council reported INVESCO EXCH TRADED FD TR II (QQQM) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.54% in 2024 Q3. The latest visible filing shows QQQM at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QQQM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisor Resource Council's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

QQQM was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Advisor Resource Council held QQQM — position size vs. price
% of Fund (quarterly)    QQQM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 4,668 +3,303 +242.0% 0.39% $1.4M 2026-07-28 $278.14
2026 Q1 REDUCED 64.6% +25.6% 1,365 -2,489 -64.6% 0.10% $324K 2026-05-07 $285.79
2025 Q4 REDUCED 13.8% -5.9% 3,854 -615 -13.8% 0.35% $991K 2026-02-10 $251.14
2025 Q2 REDUCED 84.8% +8.7% 4,469 -24,848 -84.8% 0.40% $1.0M 2025-08-11 $234.65
2025 Q1 ADDED 29,317 +23,404 +395.8% 0.39% $4.9M 2025-04-22 $181.82
2024 Q3 ADDED 5,913 +2,280 +62.8% 0.54% $1.2M 2024-10-31 $197.24
2024 Q1 REDUCED 79.3% +8.7% 3,633 -13,946 -79.3% 0.26% $612K 2024-04-19 $168.48
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Advisor Resource Council and QQQM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advisor Resource Council reported owning QQQM?

Advisor Resource Council reported QQQM across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported QQQM position in Advisor Resource Council's portfolio?

The largest reported portfolio weight for QQQM was 0.54% in 2024 Q3.

What is the latest reported QQQM position on this page?

The most recent filing on this page is 2026 Q2, when Advisor Resource Council reported 4,668 shares, equal to 0.39% of portfolio, with an estimated market value of $1.4M.

What does the chart on this QQQM ownership page compare?

The chart compares Advisor Resource Council's quarterly QQQM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Advisor Resource Council time their QQQM position?

Based on 13F filing dates vs. subsequent QQQM price moves, Advisor Resource Council correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on QQQM relative to SPY over the holding period was +1.8%.

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