What happenedAccording to a July 10, 2025, 13F filing with the SEC, Signal Advisors Wealth increased its position in Invesco Nasdaq 100 ETF (QQQM 0.35%) by 25,696 shares between March 31 and June 30, 2025. The purchase increased the firm’s QQQM holding to 119,618 shares as of June 30, 2025. These shares were worth $27.35 million as of July 10, 2025. The ETF accounted for 2.12% of the firm’s $1.28 billion 13F portfolio as of the end of Q2 2025.What else to knowSignal Advisors Wealth's top five holdings as of ...

Core Insights - The Nasdaq Composite Index has turned positive for the first time since February 21, driven by robust earnings, renewed AI optimism, and easing trade tensions [1] - Investor confidence has increased regarding President Trump's trade policies, alleviating recession fears [1][3] Trade Tensions - Temporary tariff reductions on Chinese goods from 145% to 30% and on U.S. goods from 125% to 10% have been implemented for 90 days [3] - The implementation of a 50% tariff increase on all EU products has been postponed from June 1 to July 9 [3] - Progress in trade negotiations with China, Japan, and the EU remains unclear [4] Technology Sector Performance - The technology sector, particularly semiconductor companies like NVIDIA and Broadcom, has been a key driver of the Nasdaq's rebound [5] - NVIDIA's market capitalization has reached $3.45 trillion, with a nearly 50% increase in stock price since early April, adding over $1 trillion in market cap [6] - Broadcom is nearing record highs, driven by its AI product line and the acquisition of VMware [6] Earnings Overview - First-quarter earnings for 477 S&P 500 members are up 11.4% year-over-year, with revenues increasing by 4.4% [7] - 74.2% of companies beat EPS estimates, and 62.9% exceeded revenue estimates, with the technology sector showing stronger-than-expected performance [7][8] ETFs in Focus - Invesco QQQ (QQQ) has an AUM of $333.9 billion and an average daily volume of 47 million shares, charging 20 bps in annual fees [9] - Invesco NASDAQ 100 ETF (QQQM) has lower annual fees of 15 bps and an AUM of $48.4 billion [10][11] - First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW) has an asset base of $1.8 billion and charges 55 bps in annual fees [12] - Invesco NASDAQ Next Gen 100 ETF (QQQJ) holds 109 securities with an AUM of $605 million and charges 15 bps in annual fees [13] - Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) has an AUM of $1.1 billion and charges 35 bps in annual fees [14]