Avidian Wealth Enterprises’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Avidian Wealth Enterprises’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	$4.79M	Buy	15,806 +5,512	+54%	+$1.56M	0.13%	115
2026 Q1	$2.45M	Buy	10,294 +2,383	+30%	+$596K	0.08%	165
2025 Q4	$2M	Buy	7,911 +2,386	+43%	+$603K	0.07%	144
2025 Q3	$1.37M	Buy	5,525 +3,337	+153%	+$787K	0.05%	180
2025 Q2	$497K	Buy	+2,188	New	+$448K	0.02%	337
2023 Q1	–	Sell	-2,850	Closed	-$312K	–	499
2022 Q4	$312K	Buy	+2,850	New	+$324K	0.02%	353

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

Avidian Wealth Enterprises's QQQM Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Invesco NASDAQ 100 ETF (QQQM) stake by 54% in Q2 2026, buying an estimated $1.56M and bringing the position to 15,806 shares worth $4.79M. The position accounts for 0.13% of the portfolio, ranked #115.

Avidian Wealth Enterprises first reported a position in QQQM in Q4 2022 and has held it in 6 quarters since. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Avidian Wealth Enterprises held 15,806 shares of Invesco NASDAQ 100 ETF worth $4.79M as of Q2 2026.
Avidian Wealth Enterprises bought 5,512 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $1.56M.
Invesco NASDAQ 100 ETF made up 0.13% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #115 holding.
Avidian Wealth Enterprises first reported a position in Invesco NASDAQ 100 ETF in Q4 2022 and has held it in 6 quarters since.
1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.