DecisionPoint Financial, LLC QQQM INVESCO EXCH TRADED FD TR II

Ownership history in DecisionPoint Financial, LLC  ·  5 quarters on record

AI Ownership Summary

DecisionPoint Financial, LLC reported INVESCO EXCH TRADED FD TR II (QQQM) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.07% in 2026 Q2. The latest visible filing shows QQQM at 0.07% 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 DecisionPoint Financial, LLC'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 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 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 DecisionPoint Financial, LLC 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,250 +1,150 +1150.0% 0.07% $373K 2026-08-05 $295.35
2026 Q1 ADDED 100 +17 +20.5% 0.01% $24K 2026-05-06 $286.07
2025 Q4 ADDED 83 +50 +151.5% 0.00% $21K 2026-01-29 $258.49
2025 Q3 UNCHANGED 33 0% 0.00% $8K 2025-11-10 $255.61
2025 Q2 INITIATED 33 0.00% $7K 2025-08-14 $237.50

FAQ About DecisionPoint Financial, LLC and QQQM

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

How long has DecisionPoint Financial, LLC reported owning QQQM?

DecisionPoint Financial, LLC reported QQQM across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported QQQM position in DecisionPoint Financial, LLC's portfolio?

The largest reported portfolio weight for QQQM was 0.07% in 2026 Q2.

What is the latest reported QQQM position on this page?

The most recent filing on this page is 2026 Q2, when DecisionPoint Financial, LLC reported 1,250 shares, equal to 0.07% of portfolio, with an estimated market value of $373K.

What does the chart on this QQQM ownership page compare?

The chart compares DecisionPoint Financial, LLC'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 DecisionPoint Financial, LLC time their QQQM position?

Based on 13F filing dates vs. subsequent QQQM price moves, DecisionPoint Financial, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on QQQM relative to SPY over the holding period was +3.1%.

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