Atticus Wealth Management
QQQM icon

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

Atticus 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 		$3.35M Buy
11,005
+4,885
+80% +$1.44M 0.74% 26
2026
Q2 		$1.85M Buy
6,120
+5,246
+600% +$1.49M 0.44% 46
2026
Q1 		$208K Sell
874
-24
-3% -$6K 0.06% 175
2025
Q4 		$227K Buy
+898
New +$227K 0.06% 187
2025
Q3 		– Sell
-401
Closed -$91.1K – 518
2025
Q2 		$91.1K Buy
+401
New +$82.1K 0.02% 253

Other funds holding QQQM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Rolek Wealth Management
Rolek Wealth Management Berwyn, Pennsylvania $188M AUM 18.31% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

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

Atticus Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 80% in Q3 2026, buying an estimated $1.44M and bringing the position to 11,005 shares worth $3.35M. The position accounts for 0.74% of the portfolio, ranked #26.

Atticus Wealth Management first reported a position in QQQM in Q2 2025 and has held it in 5 quarters since. 473 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Atticus Wealth Management held 11,005 shares of Invesco NASDAQ 100 ETF worth $3.35M as of Q3 2026.
  • Atticus Wealth Management bought 4,885 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $1.44M.
  • Invesco NASDAQ 100 ETF made up 0.74% of Atticus Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Atticus Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q2 2025 and has held it in 5 quarters since.
  • 473 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.