Bridgewealth Advisory Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Bridgewealth Advisory Group’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	$842K	Buy	2,778 +104	+4%	+$29.5K	0.16%	58
2026 Q1	$635K	Sell	2,674 -81	-3%	-$20.3K	0.13%	67
2025 Q4	$697K	Sell	2,755 -3,007	-52%	-$760K	0.15%	66
2025 Q3	$1.42M	Hold	5,762	–	–	0.33%	45
2025 Q2	$1.31M	Buy	+5,762	New	+$1.18M	0.33%	47
2025 Q1	–	Sell	-1,000	Closed	-$221K	–	96
2024 Q4	$221K	Hold	1,000	–	–	0.06%	100
2024 Q3	$201K	Buy	+1,000	New	+$195K	0.07%	85

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

Bridgewealth Advisory Group's QQQM Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 3.9% in Q2 2026, buying an estimated $29.5K and bringing the position to 2,778 shares worth $842K. The position accounts for 0.16% of the portfolio, ranked #58.

Bridgewealth Advisory Group first reported a position in QQQM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q3 2025. 1,359 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Bridgewealth Advisory Group held 2,778 shares of Invesco NASDAQ 100 ETF worth $842K as of Q2 2026.
Bridgewealth Advisory Group bought 104 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $29.5K.
Invesco NASDAQ 100 ETF made up 0.16% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #58 holding.
Bridgewealth Advisory Group first reported a position in Invesco NASDAQ 100 ETF in Q3 2024 and has held it in 7 quarters since.
Bridgewealth Advisory Group's Invesco NASDAQ 100 ETF position peaked at $1.42M in Q3 2025.
1,359 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.