Castleview Partners
QQQM icon

Castleview Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Castleview Partners’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 		$265K Buy
+869
New +$256K 0.12% 180
2025
Q1 		– Sell
-200
Closed -$42K – 463
2024
Q4 		$42K Buy
+200
New +$41.6K 0.02% 362
2024
Q2 		– Sell
-66
Closed -$12.1K – 992
2024
Q1 		$12.1K Buy
66
+34
+106% +$6K 0.01% 525
2023
Q4 		$5.39K Buy
+32
New +$5K ﹤0.01% 574
2023
Q3 		– Sell
-17
Closed -$2.58K – 751
2023
Q2 		$2.58K Buy
+17
New +$2.35K ﹤0.01% 563

Other funds holding QQQM

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Castleview Partners's QQQM Position: Q3 2026 in Review

Castleview Partners opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q3 2026: 869 shares worth $265K. The stake represents 0.12% of the portfolio and ranks #180 among its holdings. This is a return to the name: Castleview Partners previously reported a position in QQQM as recently as Q4 2024.

Castleview Partners first reported a position in QQQM in Q2 2023 and has held it in 5 quarters since. 655 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Castleview Partners held 869 shares of Invesco NASDAQ 100 ETF worth $265K as of Q3 2026.
  • Invesco NASDAQ 100 ETF was a new Castleview Partners position in Q3 2026.
  • Invesco NASDAQ 100 ETF made up 0.12% of Castleview Partners's portfolio in Q3 2026, its #180 holding.
  • Castleview Partners first reported a position in Invesco NASDAQ 100 ETF in Q2 2023 and has held it in 5 quarters since.
  • 655 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.