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Berkshire Money Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Berkshire Money 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
Q1 		– Sell
-821
Closed -$208K – 111
2025
Q4 		$208K Buy
+821
New +$207K 0.02% 125
2025
Q2 		– Sell
-1,140
Closed -$220K – 157
2025
Q1 		$220K Sell
1,140
-48
-4% -$10K 0.02% 94
2024
Q4 		$250K Buy
+1,188
New +$247K 0.03% 84

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Berkshire Money Management's QQQM Position: Q1 2026 in Review

Berkshire Money Management sold out of Invesco NASDAQ 100 ETF (QQQM) in Q1 2026, closing a stake of 821 shares — an estimated $208K sold.

Berkshire Money Management first reported a position in QQQM in Q4 2024 and held it in 3 quarters. The position peaked at $250K in Q4 2024. 1,190 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

  • Berkshire Money Management reported no remaining Invesco NASDAQ 100 ETF position as of Q1 2026 after selling out during the quarter.
  • Berkshire Money Management sold 821 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $208K.
  • Berkshire Money Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2024 and held it in 3 quarters.
  • Berkshire Money Management's Invesco NASDAQ 100 ETF position peaked at $250K in Q4 2024.
  • 1,190 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.