Appalachian Capital Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Appalachian Capital 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	$8.04M	Buy	26,536 +315	+1%	+$89.2K	5.83%	8
2026 Q1	$6.23M	Buy	26,221 +1,456	+6%	+$364K	4.99%	8
2025 Q4	$6.26M	Buy	+24,765	New	+$6.26M	5.02%	8

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

Appalachian Capital Management's QQQM Position: Q2 2026 in Review

Appalachian Capital Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 1.2% in Q2 2026, buying an estimated $89.2K and bringing the position to 26,536 shares worth $8.04M. The position accounts for 5.83% of the portfolio, ranked #8.

Appalachian Capital Management first reported a position in QQQM in Q4 2025 and has held it in 3 quarters since. 1,351 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Appalachian Capital Management held 26,536 shares of Invesco NASDAQ 100 ETF worth $8.04M as of Q2 2026.
Appalachian Capital Management bought 315 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $89.2K.
Invesco NASDAQ 100 ETF made up 5.83% of Appalachian Capital Management's portfolio in Q2 2026, its #8 holding.
Appalachian Capital Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2025 and has held it in 3 quarters since.
1,351 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Appalachian Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.