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

Congress 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
2025
Q2 		$5.46M Buy
24,025
+3,039
+14% +$622K 0.05% 364
2025
Q1 		$4.05M Buy
20,986
+10,035
+92% +$2.1M 0.05% 360
2024
Q4 		$2.3M Buy
10,951
+880
+9% +$183K 0.03% 389
2024
Q3 		$2.02M Buy
+10,071
New +$1.96M 0.03% 428

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Congress Wealth Management's QQQM Position: Q2 2025 in Review

Congress Wealth Management increased its Invesco NASDAQ 100 ETF (QQQM) stake by 14% in Q2 2025, buying an estimated $622K and bringing the position to 24,025 shares worth $5.46M. The position accounts for 0.05% of the portfolio, ranked #364.

Congress Wealth Management first reported a position in QQQM in Q3 2024 and has held it in 4 quarters since. 956 funds tracked by Wall St. Rank hold QQQM as of Q2 2025.

  • Congress Wealth Management held 24,025 shares of Invesco NASDAQ 100 ETF worth $5.46M as of Q2 2025.
  • Congress Wealth Management bought 3,039 Invesco NASDAQ 100 ETF shares in Q2 2025, an estimated $622K.
  • Invesco NASDAQ 100 ETF made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #364 holding.
  • Congress Wealth Management first reported a position in Invesco NASDAQ 100 ETF in Q3 2024 and has held it in 4 quarters since.
  • 956 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.