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

Bellars Harris 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 		$4.54M Buy
+14,977
New +$4.24M 0.92% 52

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bellars Harris Wealth Management's QQQM Position: Q2 2026 in Review

Bellars Harris Wealth Management opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q2 2026: 14,977 shares worth $4.54M. The stake represents 0.92% of the portfolio and ranks #52 among its holdings.

1,345 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Bellars Harris Wealth Management held 14,977 shares of Invesco NASDAQ 100 ETF worth $4.54M as of Q2 2026.
  • Invesco NASDAQ 100 ETF was a new Bellars Harris Wealth Management position in Q2 2026.
  • Invesco NASDAQ 100 ETF made up 0.92% of Bellars Harris Wealth Management's portfolio in Q2 2026, its #52 holding.
  • 1,345 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Bellars Harris Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.