IFG Advisory, LLC QQQM INVESCO NASDAQ

Ownership history in IFG Advisory, LLC  ·  15 quarters on record

AI Ownership Summary

IFG Advisory, LLC reported INVESCO NASDAQ (QQQM) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.43% in 2025 Q4. The latest visible filing shows QQQM at 0.43% 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 IFG Advisory, LLC's position in INVESCO NASDAQ, 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
2025 Q4

QQQM was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% 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
2023 Q4 to 2025 Q4

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 IFG Advisory, 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 39,103 +15,930 +68.7% 0.43% $9.9M 2026-02-14 (Est.) $247.49
2025 Q3 ADDED 23,173 +2,173 +10.3% 0.26% $5.7M 2025-11-12 $255.04
2025 Q2 ADDED 21,000 +2,211 +11.8% 0.24% $4.8M 2025-08-04 $231.32
2025 Q1 REDUCED 14.4% +17.8% 18,789 -3,149 -14.4% 0.20% $3.6M 2025-05-08 $199.96
2024 Q4 ADDED 21,938 +2,852 +14.9% 0.26% $4.6M 2025-02-14 $220.03
2024 Q3 ADDED 19,086 +12,107 +173.5% 0.24% $3.8M 2024-10-30 $202.60
2024 Q2 ADDED 6,979 +1,968 +39.3% 0.09% $1.4M 2024-07-30 $186.44
2023 Q4 ADDED 5,011 +961 +23.7% 0.06% $845K 2024-01-17 $165.38
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About IFG Advisory, 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 IFG Advisory, LLC reported owning QQQM?

IFG Advisory, LLC reported QQQM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported QQQM position in IFG Advisory, LLC's portfolio?

The largest reported portfolio weight for QQQM was 0.43% in 2025 Q4.

What is the latest reported QQQM position on this page?

The most recent filing on this page is 2025 Q4, when IFG Advisory, LLC reported 39,103 shares, equal to 0.43% of portfolio, with an estimated market value of $9.9M.

What does the chart on this QQQM ownership page compare?

The chart compares IFG Advisory, 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 IFG Advisory, LLC time their QQQM position?

Based on 13F filing dates vs. subsequent QQQM price moves, IFG Advisory, LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on QQQM relative to SPY over the holding period was +1.3%.

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