DWA
QQQM icon

Douglass Winthrop Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Douglass Winthrop Advisors’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 		$4.02M Buy
13,260
+11,825
+824% +$3.35M 0.07% 89
2026
Q1 		$341K Sell
1,435
-2,715
-65% -$679K 0.01% 250
2025
Q4 		$1.05M Buy
+4,150
New +$1.05M 0.02% 152

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Douglass Winthrop Advisors's QQQM Position: Q2 2026 in Review

Douglass Winthrop Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 824% in Q2 2026, buying an estimated $3.35M and bringing the position to 13,260 shares worth $4.02M. The position accounts for 0.07% of the portfolio, ranked #89.

Douglass Winthrop Advisors first reported a position in QQQM in Q4 2025 and has held it in 3 quarters since. 1,356 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Douglass Winthrop Advisors held 13,260 shares of Invesco NASDAQ 100 ETF worth $4.02M as of Q2 2026.
  • Douglass Winthrop Advisors bought 11,825 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $3.35M.
  • Invesco NASDAQ 100 ETF made up 0.07% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #89 holding.
  • Douglass Winthrop Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.