CVA Family Office’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

CVA Family Office’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	$75.7K	Sell	250 -106	-30%	-$30K	0.01%	532
2026 Q1	$84.6K	Buy	356 +156	+78%	+$39K	0.01%	489
2025 Q4	$50.6K	Hold	200	–	–	0.01%	549
2025 Q3	$49.4K	Hold	200	–	–	0.01%	555
2025 Q2	$45.4K	Hold	200	–	–	0.01%	560
2025 Q1	$38.6K	Hold	200	–	–	0.01%	565
2024 Q4	$42.1K	Hold	200	–	–	0.01%	554
2024 Q3	$40.2K	Hold	200	–	–	0.01%	541
2024 Q2	$39.4K	Hold	200	–	–	0.01%	538
2024 Q1	$36.5K	Hold	200	–	–	0.01%	541
2023 Q4	$33.7K	Buy	+200	New	+$31.2K	0.01%	540

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

CVA Family Office's QQQM Position: Q2 2026 in Review

CVA Family Office reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 30% in Q2 2026, selling an estimated $30K and leaving 250 shares worth $75.7K. The position accounts for 0.01% of the portfolio, ranked #532.

CVA Family Office first reported a position in QQQM in Q4 2023 and has held it in 11 quarters since. The position peaked at $84.6K in Q1 2026. 1,344 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

CVA Family Office held 250 shares of Invesco NASDAQ 100 ETF worth $75.7K as of Q2 2026.
CVA Family Office sold 106 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $30K.
Invesco NASDAQ 100 ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #532 holding.
CVA Family Office first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 11 quarters since.
CVA Family Office's Invesco NASDAQ 100 ETF position peaked at $84.6K in Q1 2026.
1,344 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.