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

Abound 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 Q2	$1.42M	Buy	4,703 +294	+7%	+$83.3K	0.28%	31
2026 Q1	$1.05M	Buy	4,409 +1,300	+42%	+$325K	0.24%	35
2025 Q4	$786K	Sell	3,109 -366	-11%	-$92.5K	0.18%	38
2025 Q3	$859K	Buy	3,475 +584	+20%	+$138K	0.22%	35
2025 Q2	$657K	Buy	2,891 +304	+12%	+$62.2K	0.19%	38
2025 Q1	$499K	Buy	2,587 +1,992	+335%	+$417K	0.17%	40
2024 Q4	$125K	Hold	595	–	–	0.04%	90
2024 Q3	$119K	Buy	595 +291	+96%	+$56.7K	0.04%	94
2024 Q2	$59.9K	Hold	304	–	–	0.02%	130
2024 Q1	$55.5K	Buy	+304	New	+$53.7K	0.02%	140

Other funds holding QQQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Wealth Management's QQQM Position: Q2 2026 in Review

Abound Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 6.7% in Q2 2026, buying an estimated $83.3K and bringing the position to 4,703 shares worth $1.42M. The position accounts for 0.28% of the portfolio, ranked #31.

Abound Wealth Management first reported a position in QQQM in Q1 2024 and has held it in 10 quarters since. 1,351 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Abound Wealth Management held 4,703 shares of Invesco NASDAQ 100 ETF worth $1.42M as of Q2 2026.
Abound Wealth Management bought 294 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $83.3K.
Invesco NASDAQ 100 ETF made up 0.28% of Abound Wealth Management's portfolio in Q2 2026, its #31 holding.
Abound Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q1 2024 and has held it in 10 quarters since.
1,351 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.