Cornerstone Planning Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Cornerstone Planning 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	$86.2M	Buy	296,733 +6,529	+2%	+$1.85M	10.85%	1
2026 Q1	$81.4M	Buy	290,204 +30,808	+12%	+$7.71M	10.87%	1
2025 Q4	$67.6M	Buy	259,396 +285	+0.1%	+$72K	10.55%	1
2025 Q3	$66.8M	Buy	259,111 +5,687	+2%	+$1.34M	10.69%	1
2025 Q2	$58.4M	Buy	+253,424	New	+$51.9M	11.93%	1
2024 Q2	–	Sell	-196	Closed	-$35.1K	–	1325
2024 Q1	$35.1K	Hold	196	–	–	0.01%	213
2023 Q4	$33K	Sell	196 -301	-61%	-$47K	0.01%	243
2023 Q3	$73.3K	Sell	497 -70	-12%	-$10.7K	0.03%	136
2023 Q2	$86.2K	Buy	+567	New	+$78.5K	0.03%	150

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

Cornerstone Planning Group's QQQM Position: Q2 2026 in Review

Cornerstone Planning Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 2.2% in Q2 2026, buying an estimated $1.85M and bringing the position to 296,733 shares worth $86.2M. The position accounts for 10.85% of the portfolio, ranked #1.

Cornerstone Planning Group first reported a position in QQQM in Q2 2023 and has held it in 9 quarters since. 1,350 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Cornerstone Planning Group held 296,733 shares of Invesco NASDAQ 100 ETF worth $86.2M as of Q2 2026.
Cornerstone Planning Group bought 6,529 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $1.85M.
Invesco NASDAQ 100 ETF made up 10.85% of Cornerstone Planning Group's portfolio in Q2 2026, its #1 holding.
Cornerstone Planning Group first reported a position in Invesco NASDAQ 100 ETF in Q2 2023 and has held it in 9 quarters since.
1,350 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.