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A4 Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

A4 Wealth Advisors’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
Q2 		– Sell
-1,550
Closed -$368K – 110
2026
Q1 		$368K Sell
1,550
-1,087
-41% -$272K 0.3% 58
2025
Q4 		$667K Sell
2,637
-1,320
-33% -$333K 0.58% 40
2025
Q3 		$978K Buy
+3,957
New +$933K 0.82% 32

Other funds holding QQQM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

A4 Wealth Advisors's QQQM Position: Q2 2026 in Review

A4 Wealth Advisors sold out of Invesco NASDAQ 100 ETF (QQQM) in Q2 2026, closing a stake of 1,550 shares — an estimated $368K sold.

A4 Wealth Advisors first reported a position in QQQM in Q3 2025 and held it in 3 quarters. The position peaked at $978K in Q3 2025. 848 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • A4 Wealth Advisors reported no remaining Invesco NASDAQ 100 ETF position as of Q2 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 1,550 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $368K.
  • A4 Wealth Advisors first reported a position in Invesco NASDAQ 100 ETF in Q3 2025 and held it in 3 quarters.
  • A4 Wealth Advisors's Invesco NASDAQ 100 ETF position peaked at $978K in Q3 2025.
  • 848 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.