CX Institutional
QQQM icon

CX Institutional’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

CX Institutional’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 		$11K Buy
35
+15
+75% +$4.41K ﹤0.01% 1338
2026
Q2 		$6K Buy
+20
New +$5.66K ﹤0.01% 1359
2026
Q1 		– Sell
-67
Closed -$17K – 1642
2025
Q4 		$17K Buy
+67
New +$16.9K ﹤0.01% 1122

Other funds holding QQQM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Cornerstone Planning Group
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
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Rolek Wealth Management
Rolek Wealth Management Berwyn, Pennsylvania $188M AUM 18.31% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

CX Institutional's QQQM Position: Q3 2026 in Review

CX Institutional increased its Invesco NASDAQ 100 ETF (QQQM) stake by 75% in Q3 2026, buying an estimated $4.41K and bringing the position to 35 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

CX Institutional first reported a position in QQQM in Q4 2025 and has held it in 3 quarters since. The position peaked at $17K in Q4 2025. 473 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • CX Institutional held 35 shares of Invesco NASDAQ 100 ETF worth $11K as of Q3 2026.
  • CX Institutional bought 15 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $4.41K.
  • Invesco NASDAQ 100 ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1338 holding.
  • CX Institutional first reported a position in Invesco NASDAQ 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • CX Institutional's Invesco NASDAQ 100 ETF position peaked at $17K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.