AAF Wealth Management
QQQM icon

AAF Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

AAF Wealth Management’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 		$30.3M Buy
99,485
+1,526
+2% +$449K 11.01% 4
2026
Q2 		$29.7M Sell
97,959
-8,667
-8% -$2.46M 10.95% 4
2026
Q1 		$25.3M Buy
106,626
+1,766
+2% +$442K 10.39% 4
2025
Q4 		$26.5M Buy
104,860
+6,257
+6% +$1.58M 11.18% 4
2025
Q3 		$24.4M Buy
98,603
+11,415
+13% +$2.69M 11.04% 4
2025
Q2 		$19.8M Sell
87,188
-1,280
-1% -$262K 9.02% 4
2025
Q1 		$17.1M Sell
88,468
-13,202
-13% -$2.76M 9.22% 4
2024
Q4 		$21.4M Sell
101,670
-1,323
-1% -$275K 10.79% 4
2024
Q3 		$20.7M Sell
102,993
-1,364
-1% -$266K 10.42% 4
2024
Q2 		$20.6M Buy
104,357
+9,639
+10% +$1.78M 10.66% 4
2024
Q1 		$17.3M Buy
94,718
+2,646
+3% +$467K 9.73% 4
2023
Q4 		$15.5M Buy
92,072
+1,754
+2% +$274K 9.07% 4
2023
Q3 		$13.3M Buy
90,318
+17,223
+24% +$2.63M 8.55% 4
2023
Q2 		$11.1M Buy
73,095
+1,695
+2% +$235K 6.84% 6
2023
Q1 		$9.43M Buy
71,400
+3,874
+6% +$470K 6.15% 6
2022
Q4 		$7.4M Buy
67,526
+17,944
+36% +$2.04M 5.24% 7
2022
Q3 		$5.45M Buy
49,582
+42,870
+639% +$5.32M 4.35% 7
2022
Q2 		$774K Buy
6,712
+1,667
+33% +$213K 0.58% 15
2022
Q1 		$761K Buy
+5,045
New +$737K 0.5% 14

Other funds holding QQQM

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

AAF Wealth Management's QQQM Position: Q3 2026 in Review

AAF Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 1.6% in Q3 2026, buying an estimated $449K and bringing the position to 99,485 shares worth $30.3M. The position accounts for 11.01% of the portfolio, ranked #4.

AAF Wealth Management first reported a position in QQQM in Q1 2022 and has held it in 19 quarters since. 655 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • AAF Wealth Management held 99,485 shares of Invesco NASDAQ 100 ETF worth $30.3M as of Q3 2026.
  • AAF Wealth Management bought 1,526 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $449K.
  • Invesco NASDAQ 100 ETF made up 11.01% of AAF Wealth Management's portfolio in Q3 2026, its #4 holding.
  • AAF Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q1 2022 and has held it in 19 quarters since.
  • 655 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.