Commonwealth Financial Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Commonwealth Financial Services’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	$4.61M	Buy	15,226 +1,825	+14%	+$517K	0.62%	34
2026 Q1	$3.18M	Buy	13,401 +29	+0.2%	+$7.25K	0.5%	39
2025 Q4	$3.38M	Sell	13,372 -253	-2%	-$63.9K	0.56%	39
2025 Q3	$3.37M	Sell	13,625 -1,488	-10%	-$351K	0.58%	39
2025 Q2	$3.43M	Buy	15,113 +93	+0.6%	+$19K	0.66%	37
2025 Q1	$2.9M	Buy	15,020 +2,258	+18%	+$472K	0.59%	41
2024 Q4	$2.69M	Sell	12,762 -517	-4%	-$108K	0.53%	42
2024 Q3	$2.63M	Buy	13,279 +147	+1%	+$28.6K	0.52%	41
2024 Q2	$2.69M	Sell	13,132 -15,493	-54%	-$2.87M	0.55%	38
2024 Q1	$4.82M	Hold	28,625	–	–	1.14%	26
2023 Q4	$4.82M	Sell	28,625 -16,708	-37%	-$2.61M	1.14%	26
2023 Q3	$6.68M	Buy	+45,333	New	+$6.92M	1.99%	14

Other funds holding QQQM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RWM

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Commonwealth Financial Services's QQQM Position: Q2 2026 in Review

Commonwealth Financial Services increased its Invesco NASDAQ 100 ETF (QQQM) stake by 14% in Q2 2026, buying an estimated $517K and bringing the position to 15,226 shares worth $4.61M. The position accounts for 0.62% of the portfolio, ranked #34.

Commonwealth Financial Services first reported a position in QQQM in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.68M in Q3 2023. 245 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Commonwealth Financial Services held 15,226 shares of Invesco NASDAQ 100 ETF worth $4.61M as of Q2 2026.
Commonwealth Financial Services bought 1,825 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $517K.
Invesco NASDAQ 100 ETF made up 0.62% of Commonwealth Financial Services's portfolio in Q2 2026, its #34 holding.
Commonwealth Financial Services first reported a position in Invesco NASDAQ 100 ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's Invesco NASDAQ 100 ETF position peaked at $6.68M in Q3 2023.
245 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.