BKM Wealth Management
QQQM icon

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

BKM 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 		$4.36M Sell
14,301
-1,515
-10% -$446K 1.41% 19
2026
Q2 		$4.79M Sell
15,816
-208
-1% -$58.9K 1.7% 15
2026
Q1 		$3.81M Buy
16,024
+2,348
+17% +$587K 1.39% 19
2025
Q4 		$3.46M Buy
+13,676
New +$3.45M 1.26% 21

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

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

BKM Wealth Management reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 9.6% in Q3 2026, selling an estimated $446K and leaving 14,301 shares worth $4.36M. The position accounts for 1.41% of the portfolio, ranked #19.

BKM Wealth Management first reported a position in QQQM in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.79M in Q2 2026. 473 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • BKM Wealth Management held 14,301 shares of Invesco NASDAQ 100 ETF worth $4.36M as of Q3 2026.
  • BKM Wealth Management sold 1,515 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $446K.
  • Invesco NASDAQ 100 ETF made up 1.41% of BKM Wealth Management's portfolio in Q3 2026, its #19 holding.
  • BKM Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q4 2025 and has held it in 4 quarters since.
  • BKM Wealth Management's Invesco NASDAQ 100 ETF position peaked at $4.79M in Q2 2026.
  • 473 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.