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Adamsbrown Wealth Consultants’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Adamsbrown Wealth Consultants’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 		$41.8M Buy
137,829
+2,583
+2% +$732K 7.88% 2
2026
Q1 		$32.1M Buy
135,246
+4,333
+3% +$1.08M 8.49% 3
2025
Q4 		$33.1M Sell
130,913
-1,289
-1% -$326K 9.22% 2
2025
Q3 		$32.7M Buy
132,202
+11,817
+10% +$2.79M 9% 3
2025
Q2 		$27.3M Buy
120,385
+8,152
+7% +$1.67M 7.93% 4
2025
Q1 		$21.7M Buy
112,233
+4,939
+5% +$1.03M 6.8% 4
2024
Q4 		$22.6M Buy
107,294
+3,716
+4% +$774K 7.7% 4
2024
Q3 		$20.8M Sell
103,578
-2,244
-2% -$437K 7.22% 4
2024
Q2 		$20.9M Buy
105,822
+4,497
+4% +$832K 8.12% 4
2024
Q1 		$18.5M Buy
101,325
+6,240
+7% +$1.1M 7.49% 5
2023
Q4 		$16M Buy
95,085
+5,635
+6% +$880K 6.97% 5
2023
Q3 		$13.2M Buy
89,450
+54,101
+153% +$8.25M 6.49% 5
2023
Q2 		$5.37M Buy
35,349
+8,956
+34% +$1.24M 2.84% 12
2023
Q1 		$3.48M Buy
26,393
+1,752
+7% +$213K 2.01% 14
2022
Q4 		$2.7M Buy
24,641
+15,556
+171% +$1.77M 1.64% 14
2022
Q3 		$999K Buy
9,085
+6,026
+197% +$748K 0.76% 28
2022
Q2 		$352K Buy
+3,059
New +$391K 0.28% 52

Other funds holding QQQM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RWM
Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Adamsbrown Wealth Consultants's QQQM Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Invesco NASDAQ 100 ETF (QQQM) stake by 1.9% in Q2 2026, buying an estimated $732K and bringing the position to 137,829 shares worth $41.8M. The position accounts for 7.88% of the portfolio, ranked #2.

Adamsbrown Wealth Consultants first reported a position in QQQM in Q2 2022 and has held it in 17 quarters since. 245 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Adamsbrown Wealth Consultants held 137,829 shares of Invesco NASDAQ 100 ETF worth $41.8M as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 2,583 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $732K.
  • Invesco NASDAQ 100 ETF made up 7.88% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #2 holding.
  • Adamsbrown Wealth Consultants first reported a position in Invesco NASDAQ 100 ETF in Q2 2022 and has held it in 17 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.