Cypress Wealth Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Cypress Wealth 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	$254K	Sell	838 -234	-22%	-$66.3K	0.03%	370
2026 Q1	$255K	Sell	1,072 -81	-7%	-$20.3K	0.04%	332
2025 Q4	$292K	Sell	1,153 -91	-7%	-$23K	0.04%	308
2025 Q3	$307K	Buy	1,244 +41	+3%	+$9.66K	0.05%	251
2025 Q2	$273K	Buy	1,203 +131	+12%	+$26.8K	0.05%	249
2025 Q1	$207K	Buy	+1,072	New	+$224K	0.04%	272

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

Cypress Wealth Services's QQQM Position: Q2 2026 in Review

Cypress Wealth Services reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 22% in Q2 2026, selling an estimated $66.3K and leaving 838 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #370.

Cypress Wealth Services first reported a position in QQQM in Q1 2025 and has held it in 6 quarters since. The position peaked at $307K in Q3 2025. 1,353 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

Cypress Wealth Services held 838 shares of Invesco NASDAQ 100 ETF worth $254K as of Q2 2026.
Cypress Wealth Services sold 234 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $66.3K.
Invesco NASDAQ 100 ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #370 holding.
Cypress Wealth Services first reported a position in Invesco NASDAQ 100 ETF in Q1 2025 and has held it in 6 quarters since.
Cypress Wealth Services's Invesco NASDAQ 100 ETF position peaked at $307K in Q3 2025.
1,353 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.