Centerpoint Advisory Group QQQM β€” INVESCO EXCH TRADED FD TR II

Ownership history in Centerpoint Advisory Group  Β·  5 quarters on record

AI Ownership Summary

Centerpoint Advisory Group reported INVESCO EXCH TRADED FD TR II (QQQM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.71% in 2025 Q4. The latest visible filing shows QQQM at 0.62% 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.

What this QQQM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Centerpoint Advisory Group'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 Q1

QQQM was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 Centerpoint Advisory Group held QQQM β€” position size vs. price
% of Fund (quarterly)    QQQM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 3,440 -202 -5.5% 0.62% $817K 2026-04-29 $272.39
2025 Q4 ADDED β€” β€” β€” 3,642 +295 +8.8% 0.71% $921K 2026-02-03 $253.46
2025 Q3 ADDED β€” β€” β€” 3,347 +536 +19.1% 0.64% $827K 2025-11-04 $254.28
2025 Q2 ADDED β€” β€” β€” 2,811 +33 +1.2% 0.55% $638K 2025-08-06 $232.62
2025 Q1 INITIATED β€” β€” β€” 2,778 β€” β€” 0.53% $536K 2025-04-22 $182.03

FAQ About Centerpoint Advisory Group and QQQM

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

How long has Centerpoint Advisory Group reported owning QQQM?

Centerpoint Advisory Group reported QQQM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported QQQM position in Centerpoint Advisory Group's portfolio?

The largest reported portfolio weight for QQQM was 0.71% in 2025 Q4.

What is the latest reported QQQM position on this page?

The most recent filing on this page is 2026 Q1, when Centerpoint Advisory Group reported 3,440 shares, equal to 0.62% of portfolio, with an estimated market value of $817K.

What does the chart on this QQQM ownership page compare?

The chart compares Centerpoint Advisory Group'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 Centerpoint Advisory Group time their QQQM position?

Based on 13F filing dates vs. subsequent QQQM price moves, Centerpoint Advisory Group correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on QQQM relative to SPY over the holding period was +9.4%.

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