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

Cherry Tree 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	$6.4K	Hold	21	–	–	﹤0.01%	473
2026 Q2	$6.36K	Hold	21	–	–	﹤0.01%	481
2026 Q1	$4.99K	Hold	21	–	–	﹤0.01%	481
2025 Q4	$5.31K	Hold	21	–	–	﹤0.01%	479
2025 Q3	$5.19K	Hold	21	–	–	﹤0.01%	466
2025 Q2	$4.77K	Sell	21 -14	-40%	-$2.87K	﹤0.01%	481
2025 Q1	$6.76K	Buy	35 +15	+75%	+$3.14K	﹤0.01%	488
2024 Q4	$4.21K	Hold	20	–	–	﹤0.01%	492
2024 Q3	$4.02K	Sell	20 -1	-5%	-$195	﹤0.01%	494
2024 Q2	$4.14K	Buy	21 +16	+320%	+$2.96K	﹤0.01%	476
2024 Q1	$914	Hold	5	–	–	﹤0.01%	551
2023 Q4	$843	Hold	5	–	–	﹤0.01%	548
2023 Q3	$738	Buy	+5	New	+$763	﹤0.01%	545

Other funds holding QQQM

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

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 Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cherry Tree Wealth Management's QQQM Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Invesco NASDAQ 100 ETF (QQQM) position steady in Q3 2026 at 21 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Cherry Tree Wealth Management first reported a position in QQQM in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.76K in Q1 2025. 599 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

Cherry Tree Wealth Management held 21 shares of Invesco NASDAQ 100 ETF worth $6.4K as of Q3 2026.
Cherry Tree Wealth Management left its Invesco NASDAQ 100 ETF share count unchanged in Q3 2026.
Invesco NASDAQ 100 ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #473 holding.
Cherry Tree Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q3 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Invesco NASDAQ 100 ETF position peaked at $6.76K in Q1 2025.
599 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.