QQQM — INVESCO NASDAQ 100 ETF

Ownership history in Anchor Investment Management, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Anchor Investment Management, LLC reported a position in INVESCO NASDAQ 100 ETF (QQQM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.58% (2025 Q4)
Avg. % of fund
0.82%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 77,109 +35,037 +83.3% 1.58% $19.5M $252.92
2025 Q3 ADDED 42,072 +2,002 +5.0% 0.86% $10.4M $246.81
2025 Q2 REDUCED 40,070 -330 -0.8% 0.80% $9.1M $226.53
2025 Q1 REDUCED 40,400 -1,645 -3.9% 0.73% $7.8M $192.26
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QQQM price (monthly, adj. close)

Other funds also holding QQQM

As of 2025 Q4 — sorted by position size

Brueske Advisory Services, LLC 20.02% DENVER WEALTH MANAGEMENT, INC. 3Y 19.03% Paragon Advisors, LLC 3Y 18.53% Whelan Financial 3Y 16.66% CABANA LLC 3Y 7Y 15.22% Latko Wealth Management, Ltd. 13.04% Integrated Capital Management, LLC 12.35% AAF Wealth Management, LLC 3Y 11.18% Bouchey Financial Group Ltd 3Y 7Y 11.15% ACT Advisors, LLC. 3Y 10.85%
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