Seven Hills Financial, LLC’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Seven Hills Financial, LLC’s Portfolio QQQM Stock Details QQQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$547K	Buy	+1,795	New	+$528K	0.33%	48

Other funds holding QQQM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Seven Hills Financial, LLC's QQQM Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q3 2026: 1,795 shares worth $547K. The stake represents 0.33% of the portfolio and ranks #48 among its holdings.

110 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

Seven Hills Financial, LLC held 1,795 shares of Invesco NASDAQ 100 ETF worth $547K as of Q3 2026.
Invesco NASDAQ 100 ETF was a new Seven Hills Financial, LLC position in Q3 2026.
Invesco NASDAQ 100 ETF made up 0.33% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #48 holding.
110 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.