Echo45 Advisors
QQQM icon

Echo45 Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Echo45 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
Q3 		$8.39M Buy
27,552
+126
+0.5% +$37.1K 3.83% 5
2026
Q2 		$8.31M Sell
27,426
-2,520
-8% -$714K 4.29% 5
2026
Q1 		$7.12M Buy
29,946
+808
+3% +$202K 4% 6
2025
Q4 		$7.37M Sell
29,138
-1,083
-4% -$274K 4.21% 5
2025
Q3 		$7.47M Sell
30,221
-784
-3% -$185K 4.38% 8
2025
Q2 		$7.04M Sell
31,005
-527
-2% -$108K 4.44% 8
2025
Q1 		$6.09M Sell
31,532
-193
-0.6% -$40.4K 4.07% 9
2024
Q4 		$6.77M Sell
31,725
-10,679
-25% -$2.22M 4.45% 8
2024
Q3 		$8.52M Buy
42,404
+1,087
+3% +$212K 5.54% 7
2024
Q2 		$8.14M Sell
41,317
-45,789
-53% -$8.47M 5.72% 6
2024
Q1 		$15.9M Sell
87,106
-473
-0.5% -$83.5K 11.45% 2
2023
Q4 		$14.8M Buy
87,579
+4,596
+6% +$718K 11.36% 3
2023
Q3 		$12.2M Sell
82,983
-212
-0.3% -$32.3K 10.37% 2
2023
Q2 		$12.6M Sell
83,195
-18,904
-19% -$2.62M 10.43% 2
2023
Q1 		$13.5M Buy
102,099
+98,509
+2,744% +$12M 11.18% 2
2022
Q4 		$393K Buy
+3,590
New +$408K 0.35% 27

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

Echo45 Advisors's QQQM Position: Q3 2026 in Review

Echo45 Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 0.46% in Q3 2026, buying an estimated $37.1K and bringing the position to 27,552 shares worth $8.39M. The position accounts for 3.83% of the portfolio, ranked #5.

Echo45 Advisors first reported a position in QQQM in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.9M in Q1 2024. 473 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Echo45 Advisors held 27,552 shares of Invesco NASDAQ 100 ETF worth $8.39M as of Q3 2026.
  • Echo45 Advisors bought 126 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $37.1K.
  • Invesco NASDAQ 100 ETF made up 3.83% of Echo45 Advisors's portfolio in Q3 2026, its #5 holding.
  • Echo45 Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2022 and has held it in 16 quarters since.
  • Echo45 Advisors's Invesco NASDAQ 100 ETF position peaked at $15.9M in Q1 2024.
  • 473 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.