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Box Hill Private Wealth’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Box Hill Private Wealth’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 		$2.85M Buy
9,367
+1,265
+16% +$372K 2.08% 12
2026
Q2 		$2.45M Buy
8,102
+2,117
+35% +$600K 1.97% 14
2026
Q1 		$1.42M Sell
5,985
-509
-8% -$127K 1.41% 20
2025
Q4 		$1.64M Buy
+6,494
New +$1.64M 1.66% 18

Other funds holding QQQM

GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Box Hill Private Wealth's QQQM Position: Q3 2026 in Review

Box Hill Private Wealth increased its Invesco NASDAQ 100 ETF (QQQM) stake by 16% in Q3 2026, buying an estimated $372K and bringing the position to 9,367 shares worth $2.85M. The position accounts for 2.08% of the portfolio, ranked #12.

Box Hill Private Wealth first reported a position in QQQM in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Box Hill Private Wealth held 9,367 shares of Invesco NASDAQ 100 ETF worth $2.85M as of Q3 2026.
  • Box Hill Private Wealth bought 1,265 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $372K.
  • Invesco NASDAQ 100 ETF made up 2.08% of Box Hill Private Wealth's portfolio in Q3 2026, its #12 holding.
  • Box Hill Private Wealth first reported a position in Invesco NASDAQ 100 ETF in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.